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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
TRCT
1676
Tower Research Capital (TRC)
New York
$19K +$19.2K +119 New
AFS
1677
Annapolis Financial Services
Maryland
$17K -$19.8K -123 -53%
UCB
1678
United Community Bank
South Carolina
$16.7K
SWA
1679
Sutton Wealth Advisors
Florida
$16.2K
Nomura Asset Management
1680
Nomura Asset Management
Japan
$16.2K +$16.1K +100 New
SC
1681
Steph & Co
Wisconsin
$16K -$52.4K -325 -76%
AW
1682
Avion Wealth
Texas
$16K
CWM
1683
CarsonAllaria Wealth Management
Illinois
$16K
MMG
1684
Monetary Management Group
Missouri
$16K
TSW
1685
Thompson Siegel & Walmsley
Virginia
$16K
HFM
1686
Hartford Financial Management
Connecticut
$16K +$16.1K +100 New
CBT
1687
Central Bank & Trust
Kentucky
$14K
OLVIG
1688
Oliver Lagore Vanvalin Investment Group
Michigan
$14K +$14K +87 New
BCM
1689
Blume Capital Management
California
$13K +$13.2K +82 New
QT
1690
Quantbot Technologies
New York
$13K +$13.2K +82 New
ACK
1691
Andrew C. Karlinski
$12K +$11.9K +74 New
GFPC
1692
Global Financial Private Client
Florida
$11.7K
SIS
1693
Sound Income Strategies
Florida
$10K -$16.1K -100 -63%
BONH
1694
Bank of New Hampshire
New Hampshire
$10K +$9.68K +60 New
CFFP
1695
Center for Financial Planning
Michigan
$9K
GWMI
1696
Guardian Wealth Management (Illinois)
Illinois
$9K
IAS
1697
IMA Advisory Services
Colorado
$9K
PAG
1698
Paladin Advisory Group
Iowa
$9K +$9.52K +59 New
SN
1699
Sittner & Nelson
Oregon
$8K
PP
1700
PFS Partners
New Jersey
$7.6K

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.