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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
OC
1576
Oakworth Capital
Alabama
$168K
CWM
1577
Consultiva Wealth Management
Puerto Rico
$167K +$484 +3 +0.3%
HCP
1578
Hexagon Capital Partners
Arkansas
$166K
FFC
1579
First Financial Corp
Indiana
$162K
PWMG
1580
Prestige Wealth Management Group
New Jersey
$157K -$5.32K -33 -3%
AWM
1581
Abound Wealth Management
Tennessee
$156K
HFA
1582
HC Financial Advisors
California
$151K +$968 +6 +0.7%
PGAM
1583
Princeton Global Asset Management
New Jersey
$149K -$5.65K -35 -4%
RDFA
1584
Ritter Daniher Financial Advisory
Ohio
$148K +$3.39K +21 +2%
RBC
1585
Roble Belko & Company
Pennsylvania
$143K
GC
1586
Garde Capital
Washington
$141K +$6.94K +43 +5%
SCA
1587
Sandy Cove Advisors
Massachusetts
$138K +$323 +2 +0.2%
TCM
1588
Tradewinds Capital Management
Washington
$137K
FCMT
1589
Founders Capital Management (Texas)
Texas
$132K
PA
1590
PSI Advisors
Florida
$128K +$96.8K +600 +316%
LFG
1591
Larson Financial Group
Missouri
$124K -$12.7K -79 -9%
BAM
1592
Bellevue Asset Management
Washington
$115K
SAS
1593
Stelac Advisory Services
New York
$115K
PFBT
1594
Parkside Financial Bank & Trust
Missouri
$113K -$36.3K -225 -24%
IFAM
1595
Institutional & Family Asset Management
Colorado
$110K
IRC
1596
Investors Research Corp
Georgia
$108K +$58.4K +362 +118%
MIM
1597
Macroview Investment Management
Maryland
$105K
Walleye Trading
1598
Walleye Trading
New York
$104K -$1.08M -6,676 -91%
SWM
1599
Selective Wealth Management
Virginia
$103K +$323 +2 +0.3%
CCM
1600
Cribstone Capital Management
Maine
$102K -$5.32K -33 -5%

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.