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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
OPCM
251
Osborne Partners Capital Management
California
$13.1M -$945K -5,731 -7%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$13.1M +$303K +1,837 +2%
CIC
253
Carnegie Investment Counsel
Ohio
$13M +$1.48M +8,958 +13%
AO
254
Advisor OS
Illinois
$13M -$167K -1,015 -1%
SWP
255
Stratos Wealth Partners
Ohio
$13M -$127K -770 -1%
CFA
256
Capstone Financial Advisors
Illinois
$12.9M -$549K -3,329 -4%
FWA
257
FSC Wealth Advisors
New York
$12.7M +$12.1M +73,695 New
PWW
258
Pettyjohn Wood & White
Virginia
$12.6M -$131K -794 -1%
PCMN
259
Paradigm Capital Management (Nevada)
Nevada
$12.5M +$12M +72,820 New
EWA
260
EverSource Wealth Advisors
Alabama
$12.4M +$11.9M +72,458 New
CWAG
261
Compton Wealth Advisory Group
Virginia
$12.4M +$168K +1,022 +1%
UCFA
262
United Capital Financial Advisors
Texas
$12.4M -$583K -3,540 -5%
EC
263
Estate Counselors
Wisconsin
$12.4M +$11M +66,515 +1,198%
WA
264
Win Advisors
Florida
$12.3M +$11.8M +71,791 New
ECM
265
Evergreen Capital Management
Washington
$12.1M -$150K -912 -1%
FC
266
Family CFO
California
$12M +$11.5M +69,793 New
IWP
267
IAG Wealth Partners
Wisconsin
$12M -$145K -881 -1%
SIAG
268
Safeguard Investment Advisory Group
California
$11.9M +$356K +2,159 +3%
CCT
269
Country Club Trust
Missouri
$11.9M +$195K +1,186 +2%
DFG
270
Demars Financial Group
Washington
$11.7M +$440K +2,667 +4%
CWA
271
Clarity Wealth Advisors
California
$11.7M +$513K +3,112 +5%
MWA
272
Motive Wealth Advisors
Michigan
$11.6M -$322K -1,952 -3%
LIM
273
Leavell Investment Management
Alabama
$11.5M -$267K -1,617 -2%
ICMP
274
Integrated Capital Management (Pennsylvania)
Pennsylvania
$11.5M +$28.8K +175 +0.3%
SWM
275
Segment Wealth Management
Texas
$11.4M +$306K +1,857 +3%

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.