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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
PAI
1451
Pittenger & Anderson Inc
Nebraska
$274K +$235K +1,454 +624%
IBOK
1452
Independence Bank of Kentucky
Kentucky
$272K
SLA
1453
Silver Lake Advisory
Utah
$272K +$33.2K +206 +14%
NA
1454
Navellier & Associates
Nevada
$269K -$47.3K -293 -15%
VST
1455
Van Strum & Towne
California
$269K
AWM
1456
Accurate Wealth Management
Florida
$268K +$1.61K +10 +0.6%
FCG
1457
Financial Connections Group
California
$266K -$1.29K -8 -0.5%
LA
1458
LVW Advisors
New York
$266K +$265K +1,640 New
AWMG
1459
Alliance Wealth Management Group
New Jersey
$265K
DY
1460
Dowling & Yahnke
California
$265K
TCM
1461
Towercrest Capital Management
Pennsylvania
$265K
WSTAM
1462
Wilbanks Smith & Thomas Asset Management
Virginia
$264K -$531K -3,292 -66%
SC
1463
Schubert & Co
Texas
$263K
WDG
1464
Wealth Dimensions Group
Ohio
$262K
CNC
1465
Canandaigua National Corp
New York
$261K
MIC
1466
Means Investment Company
Maine
$261K +$323 +2 +0.1%
BSB
1467
Bangor Savings Bank
Maine
$260K
OFS
1468
Oldfather Financial Services
Nebraska
$260K
CC
1469
Commons Capital
Massachusetts
$260K +$645 +4 +0.2%
BPM
1470
Bowling Portfolio Management
Ohio
$259K
DA
1471
Doliver Advisors
Texas
$259K
LDB
1472
Lee, Danner & Bass
Tennessee
$259K +$258K +1,600 New
BCM
1473
BTR Capital Management
California
$258K
RWM
1474
Rockwood Wealth Management
Pennsylvania
$256K +$25.7K +159 +11%
PL
1475
Plancorp LLC
Missouri
$256K -$34.7K -215 -12%

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.