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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
FDCDDQ
401
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.74M -$39.1K -237 -0.6%
CA
402
Cambridge Advisors
Nebraska
$6.7M +$3.13K +19 +0%
GWAG
403
Garrett Wealth Advisory Group
Texas
$6.68M -$1.46M -8,866 -19%
Prudential Financial
404
Prudential Financial
New Jersey
$6.66M +$1.14M +6,927 +21%
FCA
405
FLC Capital Advisors
California
$6.65M -$57.7K -350 -0.9%
PFA
406
Pathway Financial Advisors
Vermont
$6.65M +$6.74M +40,879 New
RFA
407
Radnor Financial Advisors
Pennsylvania
$6.58M -$779K -4,727 -11%
PWM
408
Prentice Wealth Management
New York
$6.57M -$50.3K -305 -0.8%
KPWS
409
Kestra Private Wealth Services
Texas
$6.54M +$68.9K +418 +1%
AWA
410
Arkadios Wealth Advisors
Georgia
$6.53M +$5.48M +33,227 +690%
TFCP
411
Twin Focus Capital Partners
Massachusetts
$6.4M +$209K +1,266 +4%
PCM
412
Pennsylvania Capital Management
Pennsylvania
$6.35M +$130K +791 +2%
EWMCB
413
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.31M -$17.6K -107 -0.3%
PFA
414
Plotkin Financial Advisors
Maryland
$6.3M +$375K +2,277 +7%
ONB
415
Old National Bancorp
Indiana
$6.26M -$657K -3,986 -10%
MFA
416
McClarren Financial Advisors
Pennsylvania
$6.26M -$106K -642 -2%
CT
417
Cambridge Trust
Massachusetts
$6.21M +$108K +654 +2%
FWIA
418
Fort Washington Investment Advisors
Ohio
$6.2M -$77K -467 -1%
MSFS
419
Main Street Financial Solutions
Pennsylvania
$6.19M -$64K -388 -1%
DI
420
DAGCO Inc
Ohio
$6.18M +$287K +1,742 +5%
HCM
421
Hollencrest Capital Management
California
$6.11M +$154K +933 +3%
ACS
422
Archford Capital Strategies
Illinois
$6.1M +$132K +798 +2%
AWM
423
Aberdeen Wealth Management
Illinois
$6.08M +$5.83M +35,389 New
SF
424
Schaeffer Financial
Maryland
$6.06M +$5.82M +35,303 New
TWC
425
TD Waterhouse Canada
Ontario, Canada
$6.06M +$5.45M +33,073 New

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.