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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
NP
376
NorthRock Partners
Minnesota
$7.37M -$132K -802 -2%
FP
377
Financial Perspectives
Minnesota
$7.35M +$136K +827 +2%
NSIM
378
North Star Investment Management
Illinois
$7.34M +$148K +897 +2%
FFP
379
Forbes Financial Planning
Rhode Island
$7.34M +$7.03M +42,663 New
MFS
380
McNamara Financial Services
Massachusetts
$7.3M -$111K -672 -2%
HH
381
Hilltop Holdings
Texas
$7.26M -$859K -5,212 -11%
FFC
382
Fure Financial Corporation
Minnesota
$7.24M -$164K -994 -2%
WA1
383
Wimmer Associates 1
California
$7.24M -$101K -613 -1%
KL
384
KWMG LLC
Kansas
$7.19M -$108K -657 -2%
LGWM
385
Litman Gregory Wealth Management
California
$7.17M -$44.5K -270 -0.6%
SPC
386
Sigma Planning Corp
Michigan
$7.15M +$166K +1,007 +2%
FPS
387
Fieldpoint Private Securities
Connecticut
$7.15M +$1.48M +8,974 +27%
PWM
388
Peterson Wealth Management
Nevada
$7.15M +$317K +1,921 +5%
EWM
389
Evercore Wealth Management
New York
$7.13M -$37.1K -225 -0.5%
SMG
390
Smart Money Group
Texas
$7.08M -$775K -4,704 -10%
ASN
391
Advisory Services Network
Georgia
$7.07M +$467K +2,833 +7%
RCYC
392
Richard C. Young & Co
Rhode Island
$7.06M +$6.07M +36,843 +859%
IA
393
IFP Advisors
Florida
$7.05M +$413K +2,505 +7%
BIA
394
Bigelow Investment Advisors
Maine
$6.9M +$172K +1,042 +3%
GVAG
395
Great Valley Advisor Group
Delaware
$6.88M +$110K +665 +2%
DWM
396
Defined Wealth Management
Oregon
$6.87M -$216K -1,308 -3%
BFEC
397
Benjamin F. Edwards & Company
Missouri
$6.86M -$24.4K -148 -0.4%
WANY
398
Wealthspire Advisors (New York)
New York
$6.82M -$63.1K -383 -1%
KA
399
Kovack Advisors
Florida
$6.79M +$356K +2,157 +6%
LAM
400
LifePro Asset Management
California
$6.78M +$103K +623 +2%

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.