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Vanguard Dividend Appreciation ETF

1,719 hedge funds and large institutions have $30.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 667 increasing their positions, 474 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

464% more first-time investments, than exits

New positions opened: 310 | Existing positions closed: 55

82% more call options, than puts

Call options by funds: $104M | Put options by funds: $57.5M

41% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 474

17% more funds holding in top 10

Funds holding in top 10: 206242 (+36)

16% more funds holding

Funds holding: 1,4861,719 (+233)

15% more capital invested

Capital invested by funds: $26.3B → $30.3B (+$4.04B)

0.59% more ownership

Funds ownership: 43.47%44.06% (+0.59%)

Holders
1,719
Holders Change
+233
Holders Change %
+15.68%
% of All Funds
26.45%
Holding in Top 10
242
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+17.48%
% of All Funds
3.72%
New
310
Increased
667
Reduced
474
Closed
55
Calls
$104M
Puts
$57.5M
Net Calls
+$46.9M
Net Calls Change
+$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
226
HBK Sorce Advisory
Pennsylvania
$14.9M +$435K +2,642 +3%
ANTB
227
AMG National Trust Bank
Colorado
$14.7M +$74.5K +452 +0.5%
MA
228
MJP Associates
Connecticut
$14.7M +$231K +1,401 +2%
ACM
229
Allred Capital Management
Texas
$14.6M +$89.2K +541 +0.6%
FM
230
Family Management
New York
$14.3M +$1.49M +9,018 +12%
FFWA
231
FRG Family Wealth Advisors
Washington
$14.3M -$147K -894 -1%
PIMG
232
Patriot Investment Management Group
Tennessee
$14.2M +$141K +854 +1%
AAS
233
Avantax Advisory Services
Texas
$14.2M +$109K +660 +0.8%
AA
234
Addison Advisors
Vermont
$14.2M -$54.2K -329 -0.4%
OAJ
235
Ogorek Anthony Joseph
New York
$14.1M -$1.06M -6,438 -7%
BMCM
236
Bryn Mawr Capital Management
Pennsylvania
$14M -$91.1K -553 -0.7%
PD
237
Planning Directions
Pennsylvania
$13.9M +$1.21M +7,334 +10%
FFA
238
Freedman Financial Associates
Massachusetts
$13.9M +$705K +4,277 +6%
AMG
239
Asset Management Group
Connecticut
$13.8M -$676K -4,103 -5%
SFG
240
Snider Financial Group
Washington
$13.7M +$95.1K +577 +0.7%
BFAG
241
Blackston Financial Advisory Group
Florida
$13.6M +$13.1M +79,362 New
APP
242
Avantax Planning Partners
Iowa
$13.6M -$986K -5,981 -7%
CAM
243
Cozad Asset Management
Illinois
$13.5M +$145K +881 +1%
SAF
244
Smith Anglin Financial
Texas
$13.5M +$1.38M +8,359 +12%
MMA
245
Miracle Mile Advisors
California
$13.5M -$112K -680 -0.9%
ACP
246
Ashfield Capital Partners
California
$13.4M +$275K +1,667 +2%
MCM
247
Monument Capital Management
Virginia
$13.3M +$120K +731 +1%
WT
248
Whittier Trust
California
$13.3M +$349K +2,118 +3%
WI
249
Wintrust Investments
Illinois
$13.2M +$12.6M +76,577 New
FLPIM
250
F.L. Putnam Investment Management
Massachusetts
$13.1M -$51.4K -312 -0.4%

VIG Hedge Fund Activity: Q4 2021 in Review

1,719 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2021, worth a combined $30.3B — up 15% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 310 funds opened new VIG positions and 55 closed out — a net gain of 255 holders — while 667 added to existing stakes and 474 trimmed.

The largest buyer was Bank of America, adding an estimated $599M. The largest seller was Vanguard Group, cutting an estimated $249M.

  • 1,719 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2021, up from 1,486 in Q3 2021.
  • Funds reported $30.3B of Vanguard Dividend Appreciation ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 310 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2021 and 55 closed out, a net change of +255 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q4 2021 was Bank of America, an estimated $599M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q4 2021 was Vanguard Group, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2021.