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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
FFM
1376
Forum Financial Management
Illinois
$327K -$1.77K -11 -0.5%
WA
1377
Waddell & Associates
Tennessee
$327K +$74.7K +463 +30%
BFG
1378
Buttonwood Financial Group
Missouri
$324K +$323K +1,999 New
WG
1379
Welch Group
Alabama
$323K +$80.8K +501 +34%
LCM
1380
LVM Capital Management
Michigan
$322K +$161 +1 +0.1%
SWA
1381
SFMG Wealth Advisors
Texas
$321K +$1.45K +9 +0.5%
MCM
1382
Mattern Capital Management
Colorado
$320K
CFS
1383
Cannon Financial Strategists
Georgia
$320K +$80.7K +500 +34%
WF
1384
Welch & Forbes
Massachusetts
$319K
SDAM
1385
Shulman DeMeo Asset Management
New York
$317K +$484 +3 +0.2%
CFS
1386
Capital Financial Services
New York
$316K
IWS
1387
Insight Wealth Strategies
California
$315K +$313K +1,943 New
OCM
1388
One Capital Management
California
$314K -$53.7K -333 -15%
FCH
1389
Freestone Capital Holdings
Washington
$314K +$30K +186 +11%
SIMG
1390
Sonora Investment Management Group
Arizona
$313K +$117K +727 +60%
AssetMark Inc
1391
AssetMark Inc
California
$313K +$152K +942 +95%
NLG
1392
New Legacy Group
New York
$312K -$213K -1,323 -41%
FWI
1393
Facet Wealth Inc
Maryland
$312K -$42.1K -261 -12%
DIA
1394
Dana Investment Advisors
Wisconsin
$312K +$1.94K +12 +0.6%
OPA
1395
Old Port Advisors
Maine
$310K
BZWA
1396
Blue Zone Wealth Advisors
California
$309K +$307K +1,905 New
RDWM
1397
Red Door Wealth Management
Tennessee
$308K -$47.3K -293 -13%
PCFFS
1398
Pacific Center for Financial Services
California
$308K +$968 +6 +0.3%
FSA
1399
Financial Sense Advisors
California
$308K +$307K +1,902 New
ES
1400
ETF Store
Kansas
$307K +$1.45K +9 +0.5%

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.