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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
BFA
1401
Bragg Financial Advisors
North Carolina
$307K +$41.1K +255 +16%
BC
1402
Barnett & Company
Tennessee
$307K +$94.5K +586 +45%
ACA
1403
Anchor Capital Advisors
Massachusetts
$305K -$80.7K -500 -21%
WCAMG
1404
Woodard & Company Asset Management Group
North Carolina
$304K
FF
1405
FourThought Financial
Florida
$303K -$20.2K -125 -6%
DP
1406
Denver PWM
Colorado
$303K
LWM
1407
Liberty Wealth Management
California
$303K +$301K +1,868 New
NC
1408
NovaPoint Capital
Georgia
$302K -$93.9K -582 -24%
IFPL
1409
Investments & Financial Planning LLC
Kentucky
$302K
MPM
1410
Meritage Portfolio Management
Kansas
$301K -$1.61K -10 -0.5%
DP
1411
Dearborn Partners
Illinois
$301K +$67K +415 +29%
KFC
1412
Klingenstein Fields & Co
New York
$299K -$74.9K -464 -20%
F
1413
F3Logic
Minnesota
$298K -$146K -902 -33%
PWM
1414
Palumbo Wealth Management
New York
$298K +$807 +5 +0.3%
IIC
1415
Integrated Investment Consultants
Michigan
$298K +$23.2K +144 +9%
SFP
1416
Shepherd Financial Partners
Massachusetts
$298K +$72.3K +448 +32%
GCIG
1417
Grand Central Investment Group
Florida
$297K -$10.3K -64 -3%
OSNBOA
1418
Old Second National Bank of Aurora
Illinois
$296K -$93.9K -582 -24%
AF
1419
Aldebaran Financial
$296K
NB
1420
NBT Bank
New York
$296K
TT
1421
TI-Trust
Illinois
$295K -$74.2K -460 -20%
CSWG
1422
Cardinal Strategic Wealth Guidance
Kentucky
$295K
VCM
1423
Vigilant Capital Management
Maine
$293K
TWP
1424
Tempus Wealth Planning
California
$291K -$58.1K -360 -17%
FCM
1425
Fourpath Capital Management
Oklahoma
$291K +$323 +2 +0.1%

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.