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
MS
1701
Mizuho Securities
Japan
$6K +$161 +1 +3%
CAM
1702
Costello Asset Management
Pennsylvania
$6K +$5.49K +34 New
BEI
1703
Benjamin Edwards Inc
Missouri
$6K +$6.29K +39 New
LAS
1704
Lloyd Advisory Services
Georgia
$5K -$3.32M -20,606 -100%
CFN
1705
Cordasco Financial Network
Florida
$5K
TFA
1706
Transamerica Financial Advisors
Florida
$4K -$5.65K -35 -64%
GWMIA
1707
Global Wealth Management Investment Advisory
Florida
$4K
LFA
1708
Level Financial Advisors
New York
$4K
SWA
1709
SOA Wealth Advisors
New York
$4K
OIA
1710
Optimum Investment Advisors
Illinois
$3K -$27.1K -168 -91%
GTAM
1711
Global Trust Asset Management
Florida
$3K -$1.61K -10 -33%
JMF
1712
Johnson Midwest Financial
Iowa
$3K
NDSI
1713
Newman Dignan & Sheerar Inc
Rhode Island
$1.63K -$84.4K -523 -5%
BIM
1714
Baldwin Investment Management
Pennsylvania
$1.07K +$2.58K +16 +0.2%
SIAP
1715
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K -$4.36K -27 -77%
LPWM
1716
Lake Point Wealth Management
Texas
$1K
TIM
1717
Tevis Investment Management
Texas
$1K
MAM
1718
Marquette Asset Management
Minnesota
$1K +$1.13K +7 New
ONST
1719
Old North State Trust
North Carolina
$272 -$415K -2,572 -100%
ORIO
1720
Old Republic International (ORI)
Illinois
-$44.6M -259,500 Closed
TWP
1721
Transparent Wealth Partners
Arkansas
-$34.1M -198,831 Closed
Qube Research & Technologies (QRT)
1722
Qube Research & Technologies (QRT)
United Kingdom
-$22.8M -132,527 Closed
PA
1723
PFG Advisors
Arizona
-$20.2M -117,814 Closed
JC
1724
JBF Capital
Colorado
-$17.2M -100,000 Closed
CF
1725
Clarity Financial
Texas
-$4.3M -25,067 Closed

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.