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
CWA
1626
Carolina Wealth Advisors
South Carolina
$58K
DC
1627
DeDora Capital
California
$58K +$58.1K +360 New
LPP
1628
Life Planning Partners
Florida
$53K
FMTCOCP
1629
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K +$51.8K +321 New
FFA
1630
Fairfield Financial Advisors
Massachusetts
$51.9K +$51.6K +320 New
CCA
1631
Column Capital Advisors
Indiana
$51K -$6.29K -39 -11%
VRM
1632
Vectors Research Management
New York
$51K
EAM
1633
Eukles Asset Management
Ohio
$51K +$7.26K +45 +17%
MHR
1634
Matthew Hamilton Rosenberg
$50K +$161 +1 +0.3%
DAC
1635
Dividend Assets Capital
South Carolina
$49K -$16.1K -100 -25%
CFB
1636
Cullen/Frost Bankers
Texas
$49K
HCM
1637
Horrell Capital Management
Arkansas
$49K
PSB
1638
Piscataqua Savings Bank
New Hampshire
$48K -$23.9K -148 -33%
NWM
1639
Nauset Wealth Management
Connecticut
$48K +$47.8K +296 New
CIAS
1640
CFS Investment Advisory Services
New Jersey
$47K +$68.6M +425,440 +16,127%
WWP
1641
WR Wealth Planners
Missouri
$45.6K +$45.5K +282 New
ME
1642
McIlrath & Eck
Washington
$45K
WBC
1643
West Branch Capital
Massachusetts
$45K
1IA
1644
1834 Investment Advisors
Wisconsin
$42K -$21K -130 -33%
DWA
1645
Dougherty Wealth Advisers
Minnesota
$41K
PCTC
1646
Perkins Coie Trust Company
Washington
$41K
BA
1647
Bivin & Associates
Oklahoma
$41K +$8.07K +50 +25%
CH
1648
Canton Hathaway
Rhode Island
$40K
CBT
1649
CoreFirst Bank & Trust
Kansas
$39K
MRCM
1650
M&R Capital Management
New Jersey
$39K +$35.8K +222 +1,110%

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.