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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
MA
176
Montag & Associates
Georgia
$19.3M +$1.95M +12,067 +11%
WP
177
WMS Partners
Maryland
$19.1M +$19M +118,004 New
SI
178
SimpliFi Inc
California
$19.1M +$77.1K +478 +0.4%
CCM
179
Covington Capital Management
California
$19M +$146K +904 +0.8%
JSL
180
JT Stratford LLC
Georgia
$18.8M +$258K +1,599 +1%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$18.6M +$11.3M +70,322 +159%
BCA
182
Bay Colony Advisors
Massachusetts
$18.6M +$15.8M +98,081 +595%
MA
183
Mutual Advisors
Nebraska
$18.2M +$697K +4,321 +4%
VA
184
Valmark Advisers
Ohio
$18M +$336K +2,083 +2%
VWA
185
Visionary Wealth Advisors
Illinois
$17.9M -$968 -6 -0%
WIC
186
Whitegate Investment Counselors
New Hampshire
$17.9M -$243K -1,508 -1%
USAA
187
United Services Automobile Association
Texas
$17.9M -$345K -2,141 -2%
AWM
188
AE Wealth Management
Kansas
$17.9M -$50.6M -313,590 -74%
IAN
189
Integrated Advisors Network
Texas
$17.9M -$3.77M -23,359 -17%
LWA
190
LWS Wealth Advisors
New Jersey
$17.9M -$153K -950 -0.9%
GB
191
Goepper Burkhardt
South Carolina
$17.8M +$454K +2,813 +3%
SCA
192
Snowden Capital Advisors
New York
$17.3M +$7.64M +47,348 +80%
REMPR
193
Roof Eidam Maycock Peralta (REMP)
California
$17.3M -$260K -1,613 -1%
SFG
194
Snider Financial Group
Washington
$17.2M +$4.2M +26,041 +32%
JIC
195
JRM Investment Counsel
Nebraska
$17.2M -$305K -1,891 -2%
WBG
196
Wharton Business Group
Pennsylvania
$17M -$361K -2,240 -2%
SIM
197
Studio Investment Management
Illinois
$16.9M +$1.28M +7,944 +8%
MWA
198
Martel Wealth Advisors
Washington
$16.8M +$166K +1,026 +1%
AAS
199
Avantax Advisory Services
Texas
$16.8M +$3.37M +20,884 +25%
RFM
200
Royal Fund Management
Florida
$16.7M +$2.02M +12,498 +14%

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.