We are live on ! Find out more
VIG icon

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
AP
276
Advisors Preferred
Maryland
$11.4M +$4.67M +28,338 +74%
RIA
277
Regal Investment Advisors
Michigan
$11.4M +$247K +1,499 +2%
ACI
278
Alpha Cubed Investments
California
$11.1M -$134K -816 -1%
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$11.1M +$10.7M +64,890 New
HSG
280
Helen Stephens Group
Texas
$11.1M +$10.6M +64,480 New
VWM
281
Vigilare Wealth Management
Arizona
$11.1M +$647K +3,923 +6%
RIL
282
Rothschild Investment LLC
Illinois
$10.9M +$281K +1,707 +3%
TA
283
TruWealth Advisors
Louisiana
$10.8M +$212K +1,284 +2%
CWM
284
Cornerstone Wealth Management
Missouri
$10.8M -$25.4K -154 -0.2%
WP
285
Wealthspan Partners
Iowa
$10.5M +$10.1M +61,416 New
PFA
286
Paradigm Financial Advisors
Missouri
$10.5M +$97.9K +594 +1%
MWA
287
Meridian Wealth Advisors
Texas
$10.4M +$103K +627 +1%
DWP
288
Destiny Wealth Partners
Florida
$10.4M -$4.45K -27 -0%
CPFP
289
Clear Perspectives Financial Planning
Ohio
$10.4M -$568K -3,446 -5%
NIM
290
Northeast Investment Management
Massachusetts
$10.4M -$135K -818 -1%
LNB
291
Ledyard National Bank
$10.4M -$459K -2,784 -4%
CW
292
CreativeOne Wealth
Kansas
$10.3M +$788K +4,778 +9%
FMWA
293
Forvis Mazars Wealth Advisors
Missouri
$10.2M -$110K -668 -1%
SCA
294
Snowden Capital Advisors
New York
$10.2M -$533K -3,232 -5%
SAMT
295
Select Asset Management & Trust
Pennsylvania
$10.1M -$260K -1,579 -3%
KCA
296
Karn Couzens & Associates
Connecticut
$10.1M +$155K +943 +2%
WPWM
297
Windward Private Wealth Management
Kansas
$10.1M -$126K -765 -1%
MCM
298
Mendel Capital Management
Arkansas
$9.97M +$9.57M +58,077 New
SW
299
SVB Wealth
Massachusetts
$9.97M -$18.5M -112,223 -66%
SVWAG
300
Sound View Wealth Advisors Group
Georgia
$9.93M -$947K -5,746 -9%

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.