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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
HVP
1476
Hudson Value Partners
Florida
$255K
CAM
1477
Concorde Asset Management
Michigan
$255K +$253K +1,571 New
CWG
1478
Crown Wealth Group
North Carolina
$254K -$286K -1,775 -53%
CIC
1479
Cornercap Investment Counsel
Georgia
$254K +$253K +1,568 New
DPI
1480
Diversified Portfolios Inc
Michigan
$253K
EA
1481
Ellsworth Advisors
Ohio
$253K
P
1482
&Partners
Tennessee
$253K
HI
1483
Hendershot Investments
Virginia
$251K
SCP
1484
Shorepoint Capital Partners
Massachusetts
$251K +$6.45K +40 +3%
OCM
1485
Orleans Capital Management
Louisiana
$250K
CC
1486
Cadinha & Co
Hawaii
$249K
FCIM
1487
Fairview Capital Investment Management
California
$249K
FA
1488
FDx Advisors
Illinois
$249K +$17.7K +110 +8%
JWM
1489
JFG Wealth Management
Colorado
$249K +$247K +1,533 New
CC
1490
Courier Capital
New York
$248K -$26.8K -166 -10%
RI
1491
Rinkey Investments
California
$247K
BO
1492
Bank OZK
Arkansas
$246K -$12.9K -80 -5%
HBT
1493
Hills Bank & Trust
Iowa
$244K -$64.5K -400 -21%
MPCL
1494
My Personal CFO LLC
Washington
$244K
LW
1495
Libra Wealth
California
$244K +$243K +1,508 New
HA
1496
HC Advisors
Georgia
$243K
BTW
1497
Boston Trust Walden
Massachusetts
$242K
EP
1498
Edgestream Partners
New Jersey
$239K -$344K -2,135 -59%
CPSC
1499
Carl P. Sherr & Co
Massachusetts
$239K +$1.94K +12 +0.8%
BAM
1500
Bosun Asset Management
Illinois
$238K

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.