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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
CFGS
426
Concourse Financial Group Securities
Alabama
$6.02M -$167K -1,016 -3%
RJT
427
Raymond James Trust
Florida
$5.99M -$963K -5,845 -14%
TFS
428
TrustCore Financial Services
Tennessee
$5.95M -$1.15M -7,004 -17%
MAWAG
429
Mid-American Wealth Advisory Group
Missouri
$5.88M +$5.64M +34,217 New
WTC
430
WhitTier Trust Company
Nevada
$5.87M -$27.2K -165 -0.5%
UB
431
UMB Bank
Missouri
$5.86M +$5.62M +34,095 New
MG
432
MilWealth Group
Wisconsin
$5.83M -$34K -206 -0.6%
BF
433
BOK Financial
Oklahoma
$5.82M -$211K -1,278 -4%
HNB
434
Huntington National Bank
Ohio
$5.81M -$2.55M -15,457 Closed
NG
435
Northstar Group
New York
$5.8M +$334K +2,028 +6%
CS
436
Comerica Securities
Michigan
$5.8M -$943K -5,720 -14%
Natixis Advisors
437
Natixis Advisors
Massachusetts
$5.75M +$212K +1,289 +4%
RMAM
438
Raab & Moskowitz Asset Management
New Jersey
$5.75M -$127K -769 -2%
MC
439
Moors & Cabot
Massachusetts
$5.71M +$438K +2,659 +9%
TF
440
TIAA FSB
Florida
$5.68M -$336K -2,041 -6%
RCA
441
Reitz Capital Advisors
Michigan
$5.63M -$169K -1,023 -3%
CAC
442
Certified Advisory Corp
Florida
$5.63M -$149K -906 -3%
MAM
443
Madison Asset Management
Wisconsin
$5.59M -$5.22M -31,646 -49%
SBL
444
Sargent Bickham Lagudis
Colorado
$5.57M +$929K +5,636 +21%
LFAS
445
Level Four Advisory Services
Texas
$5.57M +$1.85M +11,211 +53%
RC
446
RegentAtlantic Capital
New Jersey
$5.57M +$3.96K +24 +0.1%
TA
447
TrueWealth Advisors
Alabama
$5.56M -$128K -776 -2%
FF
448
Fluent Financial
Texas
$5.56M -$390K -2,367 -7%
IA
449
Insight Advisors
Pennsylvania
$5.52M -$121K -733 -2%
WF
450
Warner Financial
Maryland
$5.5M +$5.28M +32,053 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.