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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
HFA
1776
High Falls Advisors
New York
-$205K -1,195 Closed
SPIO
1777
Seven Post Investment Office
California
-$205K -1,192 Closed
VFA
1778
Voya Financial Advisors
Connecticut
-$204K -1,191 Closed
NWA
1779
New World Advisors
Massachusetts
-$201K -1,170 Closed
SFG
1780
Sather Financial Group
Texas
-$201K -1,170 Closed
RB
1781
Richmond Brothers
Michigan
-$200K -1,160 Closed
RPCONE
1782
Retirement Planning Company of New England
Rhode Island
-$195K -1,140 Closed
CWS
1783
Confluence Wealth Services
Pennsylvania
-$175K -1,020 Closed
SJIA
1784
St. James Investment Advisors
New York
-$133K -775 Closed
IPW
1785
IronBridge Private Wealth
Texas
-$127K -739 Closed
EWM
1786
Edge Wealth Management
New York
-$120K -697 Closed
LFG
1787
Leverty Financial Group
Wisconsin
-$119K -696 Closed
Group One Trading
1788
Group One Trading
Illinois
-$64.5K -400 Closed
TCWM
1789
Total Clarity Wealth Management
Illinois
-$52K -305 Closed
MFT
1790
Moisand Fitzgerald Tamayo
Florida
-$44K -258 Closed
CFG
1791
CKW Financial Group
Hawaii
-$40K -244 Closed
WFS
1792
Widmann Financial Services
Maryland
-$34K -200 Closed
IAG
1793
Investmark Advisory Group
Connecticut
-$30K -176 Closed
DAM
1794
Delta Asset Management
Tennessee
-$26K -154 Closed
KCM
1795
KRS Capital Management
Michigan
-$20K -122 Closed
FPWM
1796
FSB Premier Wealth Management
Iowa
-$17K -101 Closed
CSWM
1797
Cassady Schiller Wealth Management
Ohio
-$15K -89 Closed
MAM
1798
Mystic Asset Management
Rhode Island
-$12K -75 Closed
HNWA
1799
Henrickson Nauta Wealth Advisors
Michigan
-$11K -66 Closed
ACM
1800
Absolute Capital Management
Pennsylvania
-$6.18K -36 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.