We are live on ! Find out more
VIG icon

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
ATC
1601
Adirondack Trust Company
New York
$102K
MWC
1602
MBM Wealth Consultants
Missouri
$101K
AP
1603
Atwood & Palmer
Missouri
$99K
NOI
1604
Newton One Investments
Delaware
$97K
NIC
1605
Northwest Investment Counselors
Oregon
$97K
GA
1606
GoalVest Advisory
New York
$97K +$97K +601 New
WAM
1607
WFA Asset Management
Wisconsin
$93.7K +$484 +3 +0.5%
S
1608
Surevest
California
$92K +$12.9K +80 +16%
BLC
1609
Brown, Lisle/Cummings
Rhode Island
$90.8K
HI
1610
Hudock Inc
Pennsylvania
$88K +$161 +1 +0.2%
NFSG
1611
Newbridge Financial Services Group
Florida
$87K -$10.2K -63 -11%
AWM
1612
Avondale Wealth Management
Texas
$84K
TLCM
1613
Twin Lakes Capital Management
California
$82K +$161 +1 +0.2%
PCG
1614
Private Capital Group
Connecticut
$81K
VC
1615
Vestor Capital
Illinois
$81K
LS
1616
Leelyn Smith
Illinois
$81K +$2.26K +14 +3%
TFA
1617
Toth Financial Advisory
Virginia
$79K
PFA
1618
Professional Financial Advisors
Nebraska
$76K
DHGWA
1619
Dixon Hughes Goodman Wealth Advisors
North Carolina
$75K -$807 -5 -1%
MPWT
1620
MassMutual Private Wealth & Trust
Connecticut
$73K -$72.4K -449 -50%
RCM
1621
Regency Capital Management
Hawaii
$73K +$1.94K +12 +3%
HF
1622
Halpern Financial
Virginia
$72.3K
MAWCM
1623
Mine & Arao Wealth Creation & Management
California
$71K
EI
1624
Ellevest Inc
New York
$67K -$16.1K -100 -19%
BA
1625
Bellwether Advisors
Nebraska
$60K +$60.2K +373 New

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.