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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
AIM
1326
Anchor Investment Management
South Carolina
$374K
SEEDPG
1327
S.E.E.D. Planning Group
New York
$373K
TFA
1328
Trinity Financial Advisors
Ohio
$373K
SDWMA
1329
Schneider Downs Wealth Management Advisors
Pennsylvania
$372K +$21.8K +135 +6%
PSUF
1330
People's United Financial
Connecticut
$371K -$1.45M -8,991 -80%
APW
1331
Aurora Private Wealth
New Jersey
$368K -$7.26K -45 -2%
HTHT
1332
Hemenway Trust Hemenway Trust
New Hampshire
$367K -$64.7K -401 -15%
AWG
1333
Altus Wealth Group
Colorado
$365K +$8.07K +50 +2%
AC
1334
Anson Capital
Georgia
$362K +$14.5K +90 +4%
SAM
1335
Silvercrest Asset Management
New York
$361K -$1.08M -6,695 -75%
TAM
1336
Trillium Asset Management
Massachusetts
$361K
CANC
1337
Culbertson A N & Co
Virginia
$361K +$21.3K +132 +6%
OFG
1338
Oxford Financial Group
Indiana
$361K +$359K +2,224 New
AFS
1339
Access Financial Services
Minnesota
$360K -$33.9K -210 -9%
GG
1340
Gleason Group
Kentucky
$360K +$1.45K +9 +0.4%
WCA
1341
Westover Capital Advisors
Delaware
$360K +$24.5K +152 +7%
AIM
1342
Aspen Investment Management
Michigan
$358K
VDBMI
1343
Van Den Berg Management I
Texas
$355K -$108K -667 -23%
SAM
1344
Seelaus Asset Management
New Jersey
$355K +$146K +902 +70%
CL
1345
Cabana LLC
Arkansas
$354K +$352K +2,182 New
SIC
1346
Sterling Investment Counsel
New York
$353K +$40.8K +253 +13%
BFC
1347
Bedel Financial Consulting
Indiana
$352K -$2.26K -14 -0.6%
EWG
1348
Executive Wealth Group
Washington
$351K
RTL
1349
Red Tortoise LLC
Georgia
$350K
BCCM
1350
Bridge Creek Capital Management
Massachusetts
$350K +$27.4K +170 +9%

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.