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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
TPW
1351
Tiller Private Wealth
Pennsylvania
$350K +$348K +2,160 New
CWM
1352
Cedar Wealth Management
California
$349K +$1.77K +11 +0.5%
STA
1353
Summit Trail Advisors
New York
$349K +$25.8K +160 +8%
NGA
1354
Naples Global Advisors
Florida
$347K -$4.03K -25 -1%
TLFA
1355
True Link Financial Advisors
California
$347K
MWM
1356
Marietta Wealth Management
Georgia
$345K -$36.1K -224 -10%
AMCA
1357
Arthur M. Cohen & Associates
Illinois
$344K -$64.5K -400 -16%
KFS
1358
Kaizen Financial Strategies
California
$344K +$53.9K +334 +19%
DW
1359
Domani Wealth
Pennsylvania
$340K -$71.5K -443 -17%
TW
1360
TrinityPoint Wealth
Connecticut
$339K
FWM
1361
Fingerlakes Wealth Management
New York
$339K +$1.61K +10 +0.5%
BHB
1362
Bank Hapoalim BM
Israel
$338K -$338K -2,097 -50%
IC
1363
Intersect Capital
California
$338K -$96.2K -596 -22%
AIM
1364
Acropolis Investment Management
Missouri
$337K -$102K -631 -23%
WMP
1365
Wealth Management Partners
Arizona
$337K
CCB
1366
Cutter & Co Brokerage
Missouri
$336K +$323 +2 +0.1%
E
1367
ETFidea
New York
$335K
GCP
1368
Gill Capital Partners
Colorado
$335K
TNBTD
1369
Trustmark National Bank Trust Department
Mississippi
$335K
FPAS
1370
Focus Partners Advisor Solutions
Missouri
$335K +$333K +2,063 New
BFG
1371
Berger Financial Group
Minnesota
$331K +$81K +502 +33%
AI
1372
Accredited Investors
Minnesota
$329K -$3.21M -19,907 -91%
BF
1373
Blankinship & Foster
California
$329K
PWA
1374
Phoenix Wealth Advisors
North Carolina
$329K
KWM
1375
Keebeck Wealth Management
Illinois
$328K +$6.62K +41 +2%

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.