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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
BEC
301
Blue Edge Capital
Virginia
$9.9M +$142K +860 +2%
CA
302
Cetera Advisors
Colorado
$9.82M -$597K -3,620 -6%
RCAG
303
Rehmann Capital Advisory Group
Michigan
$9.76M +$46.2K +280 +0.5%
SFM
304
Signet Financial Management
New Jersey
$9.61M -$381K -2,311 -4%
PA
305
Parallel Advisors
California
$9.6M -$215K -1,304 -2%
SFS
306
Security Financial Services
Indiana
$9.57M +$9.18M +55,716 New
HNWAG
307
High Net Worth Advisory Group
Florida
$9.45M +$9.07M +55,001 New
AWA
308
Amplius Wealth Advisors
Pennsylvania
$9.43M +$9.05M +54,888 New
CA
309
Cornerstone Advisory
Maryland
$9.4M -$1.84M -11,174 -17%
KL
310
KilterHowling LLC
Colorado
$9.33M +$8.96M +54,347 New
WA
311
Wealth Advisors
California
$9.33M -$222K -1,345 -2%
NFG
312
Next Financial Group
Texas
$9.29M +$219K +1,330 +3%
GJIC
313
Gamble Jones Investment Counsel
California
$9.26M +$280K +1,698 +3%
IA
314
IFG Advisory
Georgia
$9.21M +$375K +2,278 +4%
KTC
315
Kistler-Tiffany Companies
Pennsylvania
$9.1M -$25.5K -155 -0.3%
SWA
316
Stratos Wealth Advisors
Ohio
$9.08M +$471K +2,856 +6%
WIC
317
Woodmont Investment Counsel
Tennessee
$8.99M +$105K +635 +1%
HI
318
Harbour Investments
Wisconsin
$8.96M -$15.5M -93,956 -64%
VVP
319
Venture Visionary Partners
Ohio
$8.95M +$702K +4,258 +9%
RSWM
320
Robertson Stephens Wealth Management
California
$8.89M -$1.86M -11,288 -18%
KCPG
321
Kavar Capital Partners Group
Kansas
$8.75M -$37.6K -228 -0.4%
WLIM
322
White Lighthouse Investment Management
Massachusetts
$8.73M +$29K +176 +0.3%
ARIS
323
Advanced Research Investment Solutions
California
$8.7M +$1.69M +10,229 +25%
OHIS
324
Oak Harvest Investment Services
Texas
$8.62M +$593K +3,598 +8%
OC
325
Oppenheimer & Co
New York
$8.6M -$65.4K -397 -0.8%

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.