We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

1,720 hedge funds and large institutions have $28.6B invested in Vanguard Dividend Appreciation ETF in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 750 increasing their positions, 579 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 82

30% more repeat investments, than reductions

Existing positions increased: 750 | Existing positions reduced: 579

0% more funds holding

Funds holding: 1,7191,720 (+1)

0.86% less ownership

Funds ownership: 44.06%43.2% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 242234 (-8)

6% less capital invested

Capital invested by funds: $30.3B → $28.6B (-$1.69B)

34% less call options, than puts

Call options by funds: $98.7M | Put options by funds: $149M

Holders
1,720
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
27.13%
Holding in Top 10
234
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-3.31%
% of All Funds
3.69%
New
108
Increased
750
Reduced
579
Closed
82
Calls
$98.7M
Puts
$149M
Net Calls
-$50.7M
Net Calls Change
-$97.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1276
Planned Solutions
California
$433K
OL
1277
Optas LLC
Texas
$432K
WCF
1278
West Coast Financial
California
$431K
CA
1279
Crewe Advisors
Utah
$431K +$428K +2,654 New
NL
1280
NVWM LLC
Pennsylvania
$430K -$19.4K -120 -4%
SCA
1281
Stonebridge Capital Advisors
Minnesota
$429K -$47.6K -295 -10%
JF
1282
JSF Financial
California
$429K -$1.45K -9 -0.3%
MCM
1283
Mengis Capital Management
Oregon
$426K +$161 +1 +0%
BBA
1284
BLB&B Advisors
Pennsylvania
$426K +$424K +2,626 New
WFA
1285
Websterrogers Financial Advisors
South Carolina
$425K +$148K +918 +54%
FSC
1286
Full Sail Capital
Oklahoma
$424K -$20.7K -128 -5%
MWPCG
1287
Measured Wealth Private Client Group
New Hampshire
$421K
HR
1288
Howe & Rusling
New York
$420K -$21.3K -132 -5%
FFA
1289
First Foundation Advisors
California
$416K +$178K +1,104 +76%
SYBT
1290
Stock Yards Bank & Trust
Kentucky
$412K
ACM
1291
AlphaStar Capital Management
North Carolina
$410K -$122K -754 -23%
BAM
1292
Barrett Asset Management
New York
$409K +$4.03K +25 +1%
SEP
1293
Southland Equity Partners
Missouri
$408K
BAM
1294
Baldrige Asset Management
Pennsylvania
$406K -$5.81K -36 -1%
AG
1295
Ascent Group
Virginia
$405K -$22.6K -140 -5%
BFS
1296
Beacon Financial Strategies
North Carolina
$403K -$43.6K -270 -10%
Deutsche Bank
1297
Deutsche Bank
Germany
$403K -$649K -4,022 -62%
OAM
1298
Oak Asset Management
California
$400K
HH
1299
HWG Holdings
Texas
$399K +$242K +1,503 +157%
TSWM
1300
Tyler-Stone Wealth Management
Ohio
$398K -$22.3K -138 -5%

VIG Hedge Fund Activity: Q1 2022 in Review

1,720 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2022, worth a combined $28.6B — down 5.6% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new VIG positions and 82 closed out — a net gain of 26 holders — while 750 added to existing stakes and 579 trimmed.

The largest buyer was Wells Fargo, adding an estimated $364M. The largest seller was Bank of America, cutting an estimated $518M.

  • 1,720 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2022, up from 1,719 in Q4 2021.
  • Funds reported $28.6B of Vanguard Dividend Appreciation ETF stock for Q1 2022, down 5.6% quarter-over-quarter.
  • 108 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2022 and 82 closed out, a net change of +26 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2022 was Wells Fargo, an estimated $364M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2022 was Bank of America, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2022.