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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
NWM
1551
NEIRG Wealth Management
Massachusetts
$209K +$645 +4 +0.3%
RWA
1552
RGT Wealth Advisors
Texas
$208K
AWM
1553
AllSquare Wealth Management
New York
$207K +$23.7K +147 +13%
CCM
1554
Crossvault Capital Management
Texas
$206K -$16.1K -100 -7%
BMM
1555
Buffington Mohr McNeal
Idaho
$206K
CSA
1556
Cottage Street Advisors
Massachusetts
$206K +$807 +5 +0.4%
IA
1557
Integrity Advisory
Kansas
$206K +$205K +1,268 New
CIA
1558
Caerus Investment Advisors
Texas
$205K +$220K +1,363 New
PP
1559
Pacifica Partners
Canada
$204K +$49K +304 +31%
MFG
1560
Monte Financial Group
Connecticut
$204K +$202K +1,255 New
EDRH
1561
Edmond de Rothschild Holding
Switzerland
$203K
MS
1562
Madden Securities
Texas
$203K
UBV
1563
United Bank (Virginia)
Virginia
$203K
RCG
1564
Resource Consulting Group
Florida
$203K +$202K +1,252 New
TF
1565
TimeScale Financial
Massachusetts
$202K -$22.1K -137 -10%
SCM
1566
Shelton Capital Management
Colorado
$200K -$17.3K -107 -8%
ZIG
1567
Zullo Investment Group
Pennsylvania
$195K
TF
1568
Tompkins Financial
New York
$194K +$161K +1,000 +500%
GWS
1569
Glassman Wealth Services
Virginia
$191K
CWA
1570
Clearview Wealth Advisors
Oregon
$181K -$199K -1,232 -52%
TFP
1571
Tilia Fiduciary Partners
North Carolina
$177K +$4.84K +30 +3%
TWP
1572
TFO Wealth Partners
Ohio
$173K +$172K +1,064 New
SIC
1573
SJS Investment Consulting
Ohio
$171K -$3.87K -24 -2%
PO
1574
Private Ocean
California
$170K +$161 +1 +0.1%
CWP
1575
Concord Wealth Partners
Virginia
$169K +$484 +3 +0.3%

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.