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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
WP
326
WealthShield Partners
North Carolina
$8.55M +$3M +18,212 +58%
CAG
327
Crestwood Advisors Group
Massachusetts
$8.48M +$423K +2,567 +5%
PGFC
328
Peapack-Gladstone Financial Corp
New Jersey
$8.42M +$1.07M +6,519 +15%
JWCA
329
J.W. Cole Advisors
Florida
$8.39M -$989 -6 -0%
FAIM
330
Financial Advocates Investment Management
Washington
$8.37M +$117K +708 +1%
SWA
331
Safir Wealth Advisors
New Hampshire
$8.35M -$265K -1,608 -3%
TCA
332
Transcend Capital Advisors
New Jersey
$8.34M +$59.3K +360 +0.7%
SCA
333
Stokes Capital Advisors
South Carolina
$8.29M -$1.14M -6,894 -13%
SFP
334
Sandbox Financial Partners
Maryland
$8.28M +$24.1K +146 +0.3%
WCG
335
Weaver Consulting Group
California
$8.27M -$48.5K -294 -0.6%
CCG
336
Chatham Capital Group
Georgia
$8.25M +$2.31K +14 +0%
HWA
337
HHM Wealth Advisors
Tennessee
$8.22M -$413K -2,503 -5%
MWP
338
MYCIO Wealth Partners
Pennsylvania
$8.21M +$514K +3,120 +7%
CTC
339
Central Trust Company
Missouri
$8.18M +$1.37M +8,290 +21%
SWM
340
Spire Wealth Management
Virginia
$8.14M -$271K -1,642 -3%
Koshinski Asset Management
341
Koshinski Asset Management
Illinois
$8.12M +$237K +1,438 +3%
HI
342
Human Investing
Oregon
$8.1M +$409K +2,483 +6%
CCC
343
Crescent Capital Consulting
Louisiana
$8.1M -$713K -4,326 -8%
WT
344
Washington Trust
Rhode Island
$8.01M +$433K +2,630 +6%
IIA
345
Integral Investment Advisors
California
$8M +$7.68M +46,604 New
ABC
346
Associated Banc-Corp
Wisconsin
$8M +$188K +1,142 +3%
TGAM
347
TBH Global Asset Management
Tennessee
$7.99M -$72.4K -439 -0.9%
JMFC
348
J.M. Forbes & Co
Massachusetts
$7.98M +$68.9K +418 +0.9%
DBRC
349
D.B. Root & Company
Pennsylvania
$7.97M +$389K +2,362 +5%
MOS
350
MGO One Seven
Ohio
$7.89M +$482K +2,926 +7%

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.