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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
SFA
351
Souders Financial Advisors
Ohio
$7.88M +$235K +1,427 +3%
DCM
352
Donaldson Capital Management
Indiana
$7.87M -$612K -3,710 -7%
BFO
353
Boston Family Office
Massachusetts
$7.81M +$90.2K +547 +1%
1WA
354
180 Wealth Advisors
Washington
$7.78M -$50.1K -304 -0.6%
AF
355
Allworth Financial
California
$7.78M -$1.23M -7,453 -14%
SC
356
SouthState Corp
Florida
$7.76M +$692K +4,201 +10%
PCIA
357
Prime Capital Investment Advisors
Kansas
$7.73M +$1.79M +10,875 +32%
BWM
358
Benchmark Wealth Management
Connecticut
$7.71M -$145K -878 -2%
FBB
359
Fulton Breakefield Broenniman
Maryland
$7.71M +$7.4M +44,872 New
Mirae Asset Global Investments
360
Mirae Asset Global Investments
South Korea
$7.7M +$1.75M +10,600 +31%
HWM
361
Hohimer Wealth Management
Washington
$7.7M +$2.2M +13,323 +42%
AIC
362
Archer Investment Corporation
Indiana
$7.67M +$37.1K +225 +0.5%
SMC
363
Smith, Moore & Co
Missouri
$7.66M +$173K +1,050 +2%
NPI
364
New Perspectives Inc
Mississippi
$7.65M -$117K -711 -2%
Susquehanna International Group
365
Susquehanna International Group
Pennsylvania
$7.6M +$7.29M +44,257 New
ES
366
Eagle Strategies
New York
$7.6M +$7.29M +44,228 New
CAL
367
Capital Analysts LLC
Pennsylvania
$7.59M -$830K -5,038 -10%
CPWA
368
Cerro Pacific Wealth Advisors
California
$7.57M +$320K +1,942 +5%
FMBTD
369
First Midwest Bank Trust Division
Illinois
$7.5M +$22.3K +135 +0.3%
FANJ
370
Financial Architects (New Jersey)
New Jersey
$7.49M +$135K +817 +2%
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$7.49M -$1.81K -11 -0%
PP
372
Palladium Partners
Virginia
$7.43M -$112K -680 -2%
AWP
373
Accretive Wealth Partners
New Jersey
$7.42M +$309K +1,876 +5%
CIA
374
Capital Investment Advisors
Georgia
$7.42M +$114K +693 +2%
EFS
375
Essex Financial Services
Connecticut
$7.39M +$495K +3,003 +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.