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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
LWANC
151
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.8M +$705K +4,371 +3%
MAM
152
McCarthy Asset Management
California
$22.5M -$193K -1,197 -0.9%
APA
153
American Portfolios Advisors
New York
$22.4M +$686K +4,254 +3%
AF
154
Allworth Financial
California
$22.1M +$14.7M +90,855 +201%
DLDF
155
Dan L. Duncan Foundation
Texas
$22.1M +$4.11M +25,448 +23%
RSWM
156
Robertson Stephens Wealth Management
California
$22M +$13.5M +83,730 +162%
CA
157
Capital Advantage
California
$21.5M -$322K -1,995 -1%
EWA
158
EP Wealth Advisors
California
$21.2M -$166K -1,030 -0.8%
GWM
159
Gray Wealth Management
Maine
$21.2M +$71.3K +442 +0.3%
GFS
160
GYL Financial Synergies
Connecticut
$21.2M -$1.58M -9,793 -7%
SFS
161
Searcy Financial Services
Kansas
$21.1M +$1.17M +7,266 +6%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$21.1M +$6.08M +37,695 +41%
MCM
163
Monument Capital Management
Virginia
$21M +$8.37M +51,904 +67%
Northern Trust
164
Northern Trust
Illinois
$21M +$2.38M +14,770 +13%
CCM
165
Coldstream Capital Management
Washington
$20.9M -$219K -1,356 -1%
AWS
166
AJ Wealth Strategies
New York
$20.8M +$69.5K +431 +0.3%
HT
167
Hefren-Tillotson
Pennsylvania
$20.6M +$883K +5,470 +5%
AC
168
ASB Consultores
Florida
$20.2M +$15.1M +93,396 +301%
CAWM
169
Capital Advisors Wealth Management
Washington
$20.2M +$1.05M +6,491 +6%
RWG
170
Ratio Wealth Group
Colorado
$20.1M +$2.54M +15,727 +15%
DA
171
Detalus Advisors
Missouri
$19.8M +$672K +4,166 +4%
BSW
172
Buckingham Strategic Wealth
Missouri
$19.8M -$427K -2,648 -2%
CFA
173
Cahill Financial Advisors
Minnesota
$19.7M -$3.68M -22,821 -16%
IAS
174
Investment Advisory Services
Texas
$19.5M -$402K -2,493 -2%
AIMCA
175
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.5M -$4.84M -30,000 -20%

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.