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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
PCA
1526
Peddock Capital Advisors
Massachusetts
$224K +$7.26K +45 +3%
HCA
1527
Heck Capital Advisors
Wisconsin
$224K
JEST
1528
JTC Employer Solutions Trustee
Jersey
$223K
IIM
1529
Ipswich Investment Management
Massachusetts
$222K
WFS
1530
Weitzel Financial Services
Iowa
$220K +$19.8K +123 +10%
GWM
1531
GSB Wealth Management
Connecticut
$219K +$323 +2 +0.1%
CDIA
1532
Capital Directions Investment Advisors
Georgia
$218K
POIA
1533
Pin Oak Investment Advisors
Texas
$218K
DTC
1534
Davidson Trust Company
Washington
$217K +$216K +1,338 New
LTI
1535
Laffer Tengler Investments
Tennessee
$216K +$215K +1,334 New
OWA
1536
One Wealth Advisors
California
$215K
SWM
1537
Sanctuary Wealth Management
Idaho
$215K
B
1538
BetterWealth
California
$215K +$161 +1 +0.1%
FIA
1539
Foundations Investment Advisors
Arizona
$215K +$217K +1,348 New
RMC
1540
Resources Management Corp
Connecticut
$214K -$2.74K -17 -1%
FPCM
1541
Financial Partners Capital Management
New York
$214K -$8.07K -50 -4%
BFG
1542
Baron Financial Group
New Jersey
$212K
NPA
1543
Nichols & Pratt Advisers
Massachusetts
$211K
PIM
1544
Penobscot Investment Management
Massachusetts
$211K
WWM
1545
Wolff Wiese Magana
California
$211K
SSCA
1546
South Shore Capital Advisors
Massachusetts
$211K +$210K +1,300 New
VNB
1547
Virginia National Bank
Virginia
$211K +$210K +1,300 New
VCWA
1548
Vanguard Capital Wealth Advisors
Colorado
$211K +$210K +1,303 New
PWA
1549
Physician Wealth Advisors
Utah
$211K +$215K +1,332 New
HA
1550
Harfst & Associates
Wyoming
$210K

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.