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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
AL
1301
ACAS LLC
California
$398K +$114K +704 +40%
CS
1302
Cannell & Spears
New York
$396K -$2.26K -14 -0.6%
AWE
1303
Avidian Wealth Enterprises
Texas
$396K +$3.06K +19 +0.8%
WPC
1304
White Pine Capital
Minnesota
$392K -$2.58K -16 -0.7%
CSIC
1305
Clifford Swan Investment Counsel
California
$391K
RP
1306
Rice Partnership
Hawaii
$391K
RMDI
1307
R.M. Davis Inc
Maine
$391K +$1.61K +10 +0.4%
Comerica Bank
1308
Comerica Bank
Texas
$389K -$336K -2,082 -47%
SCM
1309
Sterneck Capital Management
Missouri
$389K
BFIC
1310
Bedell Frazier Investment Counselling
California
$388K
MCM
1311
Murphy Capital Management
New Jersey
$385K
AOWM
1312
Alpha Omega Wealth Management
Virginia
$383K +$323 +2 +0.1%
RP
1313
Rowlandmiller & Partners
Georgia
$381K -$34.7K -215 -8%
GC
1314
Gratus Capital
Georgia
$381K -$151K -938 -29%
WOC
1315
West Oak Capital
California
$381K -$56.5K -350 -13%
AW
1316
Apricus Wealth
South Carolina
$381K -$12.1K -75 -3%
AP
1317
Advisor Partners
California
$381K +$379K +2,350 New
MAM
1318
McLean Asset Management
Virginia
$380K +$323 +2 +0.1%
AP
1319
Adero Partners
California
$379K
FWM
1320
Finer Wealth Management
Massachusetts
$378K
LFA
1321
Legacy Financial Advisors
Kentucky
$376K -$161K -1,000 -30%
EWM
1322
EPG Wealth Management
Georgia
$376K +$85K +527 +29%
FPCP
1323
Fort Point Capital Partners
California
$375K
SFI
1324
SPC Financial Inc
Maryland
$375K +$115K +712 +44%
LWP
1325
Legacy Wealth Planning
Nevada
$375K +$373K +2,313 New

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.