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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
CWM
1501
Campbell Wealth Management
Virginia
$237K +$2.9K +18 +1%
MFS
1502
Madrona Financial Services
Washington
$236K
ST
1503
Sentinel Trust
Texas
$236K +$235K +1,455 New
CCM
1504
Condor Capital Management
New Jersey
$235K +$35.8K +222 +18%
MAP
1505
Milestone Advisory Partners
North Carolina
$235K +$234K +1,450 New
OA
1506
Operose Advisors
Wisconsin
$234K
TIM
1507
Tortoise Investment Management
New York
$234K
AC
1508
Abbrea Capital
California
$234K +$161 +1 +0.1%
BIA
1509
Benchmark Investment Advisors
Illinois
$233K +$10.5K +65 +5%
WCM
1510
Windsor Capital Management
Arizona
$232K
DI
1511
DFPG Investments
Utah
$232K +$13.4K +83 +6%
ACG
1512
Allen Capital Group
Nebraska
$231K -$5K -31 -2%
AIS
1513
American Investment Services
Massachusetts
$231K
MCM
1514
MV Capital Management
Maryland
$230K
TPW
1515
TL Private Wealth
Texas
$230K +$968 +6 +0.4%
SW
1516
SteelPeak Wealth
California
$229K
FF
1517
Fluent Financial
Texas
$228K -$4.99M -30,932 -96%
CWA
1518
Canvas Wealth Advisors
Kansas
$228K +$239K +1,480 New
DA
1519
Dash Acquisitions
California
$227K
EC
1520
Enhancing Capital
Pennsylvania
$227K
IMOV
1521
Investment Management of Virginia
Virginia
$227K
PCG
1522
Prosperity Consulting Group
Maryland
$226K +$323 +2 +0.1%
WF
1523
WoodTrust Financial
Wisconsin
$225K +$224K +1,386 New
BlackRock
1524
BlackRock
New York
$224K -$22.1K -137 -9%
FB
1525
Fulton Bank
Pennsylvania
$224K

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.