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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
HW
201
Hamilton Wealth
California
$16.4M +$1.22M +7,584 +8%
NF
202
Nikulski Financial
Iowa
$16.2M +$508K +3,146 +3%
BWFA
203
Baltimore-Washington Financial Advisors
Maryland
$16.1M -$4.31M -26,723 -20%
ECM
204
Evergreen Capital Management
Washington
$16.1M +$4.72M +29,266 +42%
JGIA
205
Jackson Grant Investment Advisers
Connecticut
$16.1M +$16M +99,444 New
HI
206
Human Investing
Oregon
$16.1M +$8.08M +50,062 +106%
MI
207
Mercer Investments
Massachusetts
$16M +$3.87K +24 +0%
FC
208
Fusion Capital
South Carolina
$15.9M +$665K +4,121 +4%
PD
209
Planning Directions
Pennsylvania
$15.8M +$2.62M +16,226 +20%
CFS
210
CRA Financial Services
New Jersey
$15.8M -$8.87K -55 -0.1%
FM
211
Family Management
New York
$15.8M +$2.24M +13,886 +17%
SC
212
Scotia Capital
Ontario, Canada
$15.6M +$1.1M +6,798 +8%
KWM
213
Kingsview Wealth Management
Oregon
$15.4M +$482K +2,986 +3%
FWP
214
FAS Wealth Partners
Kansas
$15.1M +$353K +2,188 +2%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$15.1M +$267K +1,655 +2%
GC
216
Gibson Capital
Pennsylvania
$15.1M -$4.26M -26,400 -22%
EVM
217
Eaton Vance Management
Massachusetts
$15M -$61K -378 -0.4%
FHA
218
Flagship Harbor Advisors
Massachusetts
$15M +$88.1K +546 +0.6%
HWA
219
Heritage Wealth Advisors
Virginia
$14.8M -$540K -3,349 -4%
EW
220
Evoke Wealth
California
$14.7M +$472K +2,927 +3%
HCM
221
HM Capital Management
Missouri
$14.6M -$7.26K -45 -0%
ANTB
222
AMG National Trust Bank
Colorado
$14.4M +$555K +3,442 +4%
NW
223
NewEdge Wealth
Pennsylvania
$14.3M -$2.07M -12,830 -13%
CRC
224
Curi RMB Capital
Illinois
$14.2M -$498K -3,087 -3%
BFG
225
Beacon Financial Group
Texas
$14.2M -$284K -1,761 -2%

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.