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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
CAGAS
1651
Capital Advisory Group Advisory Services
Minnesota
$39K +$38.4K +238 New
PCA
1652
Providence Capital Advisors
North Carolina
$38K -$123K -764 -77%
TCCM
1653
Timber Creek Capital Management
Massachusetts
$38K +$38.7K +240 New
CP
1654
Castleview Partners
Texas
$37K -$6.39M -39,614 -99%
FWA
1655
FSC Wealth Advisors
New York
$35K -$11.9M -73,480 -100%
MRC
1656
Millburn Ridgefield Corp
New York
$35K -$31K -192 -47%
BHWM
1657
Beaird Harris Wealth Management
Texas
$34K +$33.7K +209 New
BWL
1658
Bogart Wealth LLC
Virginia
$32K -$16.3K -101 -34%
CWAF
1659
Core Wealth Advisors (Florida)
Florida
$31K
ETI
1660
Enterprise Trust & Investment
California
$31K
LWA
1661
Lenox Wealth Advisors
New York
$31K
EWM
1662
Evermay Wealth Management
Virginia
$30K +$29.4K +182 New
TCWA
1663
Ten Capital Wealth Advisors
Washington
$29K
CIA
1664
Cascade Investment Advisors
Oregon
$28.4K
RAM
1665
Riggs Asset Management
Pennsylvania
$25K -$2.59M -16,061 -99%
JWM
1666
Janiczek Wealth Management
Colorado
$25K
KFI
1667
Key Financial Inc
Pennsylvania
$25K
WTA
1668
Washington Trust Advisors
Massachusetts
$24K
MBFW
1669
Morton Brown Family Wealth
Pennsylvania
$24K +$161 +1 +0.7%
MA
1670
MCF Advisors
Kentucky
$24K +$23.7K +147 New
CMA
1671
Cedar Mountain Advisors
Oregon
$22K
PK
1672
Pflug Koory
Nebraska
$21K
ANBT
1673
American National Bank & Trust
Texas
$20K
GIA
1674
GHP Investment Advisors
Colorado
$20K +$19.7K +122 New
BCM
1675
Bourgeon Capital Management
Connecticut
$19K

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.