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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
BCM
1726
BlueCrest Capital Management
Jersey
-$3.65M -21,274 Closed
CWG
1727
Cornerstone Wealth Group
North Carolina
-$3.53M -20,559 Closed
IFG
1728
Investors Financial Group
Minnesota
-$2.62M -15,229 Closed
Man Group
1729
Man Group
United Kingdom
-$2.31M -13,470 Closed
CHP
1730
Cable Hill Partners
Oregon
-$2.13M -12,419 Closed
GCM
1731
Goldstream Capital Management
Hong Kong
-$2.09M -12,193 Closed
GB
1732
Gunma Bank
Japan
-$2.06M -12,000 Closed
MA
1733
MAS Advisors
Florida
-$1.4M -8,181 Closed
AIM
1734
Allen Investment Management
New York
-$1.06M -6,149 Closed
AWM
1735
Aries Wealth Management
Maine
-$997K -5,805 Closed
CG
1736
Cutler Group
California
-$791K -4,900 Closed
AIA
1737
Angeles Investment Advisors
California
-$756K -4,403 Closed
CP
1738
Coho Partners
Pennsylvania
-$743K -4,325 Closed
Bank Julius Baer & Co
1739
Bank Julius Baer & Co
Switzerland
-$627K -3,650 Closed
Fisher Asset Management
1740
Fisher Asset Management
Washington
-$583K -3,393 Closed
SPAS
1741
Spectrum Planning & Advisory Services
California
-$477K -2,775 Closed
NCM
1742
Noesis Capital Mangement
Florida
-$467K -2,719 Closed
SA
1743
Strategic Advisors
New York
-$439K -2,557 Closed
CWM
1744
Cordatus Wealth Management
Pennsylvania
-$337K -1,961 Closed
BPC
1745
Banque Pictet & Cie
Switzerland
-$309K -1,800 Closed
PNAA
1746
Pictet North America Advisors
Switzerland
-$309K -1,800 Closed
CCM
1747
Cullen Capital Management
New York
-$308K -1,795 Closed
FTS
1748
Fifth Third Securities
Ohio
-$302K -1,760 Closed
BWG
1749
Beta Wealth Group
California
-$255K -1,658 Closed
Wolverine Trading
1750
Wolverine Trading
Illinois
-$279K -1,625 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.