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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
NL
451
NWAM LLC
Washington
$5.5M +$71.4K +433 +1%
DFA
452
DHJJ Financial Advisors
Illinois
$5.49M +$85.9K +521 +2%
CFO
453
CVA Family Office
Colorado
$5.48M -$130K -789 -2%
HWM
454
Howard Wealth Management
Connecticut
$5.47M +$13.8K +84 +0.3%
CAG
455
Csenge Advisory Group
Florida
$5.47M -$112K -682 -2%
MBT
456
Montecito Bank & Trust
California
$5.46M +$81.9K +497 +2%
CA
457
Clearstead Advisors
Ohio
$5.45M +$259K +1,569 +5%
OCM
458
Orion Capital Management
California
$5.43M +$342K +2,074 +7%
BRG
459
Bay Rivers Group
Virginia
$5.39M -$4.12K -25 -0.1%
IP
460
Investment Partners
Ohio
$5.37M +$2.14K +13 +0%
PTC
461
Philadelphia Trust Company
Pennsylvania
$5.36M +$300K +1,823 +6%
ACA
462
Aptus Capital Advisors
Alabama
$5.36M -$24.6K -149 -0.5%
CFO
463
Colony Family Offices
North Carolina
$5.33M -$89.3K -542 -2%
AC
464
ASB Consultores
Florida
$5.33M +$5.11M +31,002 New
JWBC
465
J.W. Burns & Co
New York
$5.3M -$134K -812 -3%
HL
466
HeadInvest LLC
Maine
$5.26M +$529K +3,210 +12%
AR
467
Advisory Research
Illinois
$5.24M
SSI
468
Scott & Selber Inc
Texas
$5.22M -$522K -3,164 -9%
H
469
HoyleCohen
California
$5.21M +$157K +954 +3%
CBFP
470
Cedar Brook Financial Partners
Ohio
$5.2M +$252K +1,529 +5%
BWA
471
BDO Wealth Advisors
Florida
$5.2M -$410K -2,487 -8%
MWM
472
Moulton Wealth Management
Washington
$5.19M +$881K +5,348 +22%
SG
473
StoneX Group
New York
$5.19M +$187K +1,135 +4%
CFG
474
Citizens Financial Group
Rhode Island
$5.18M +$485K +2,944 +11%
JE
475
JMAC Enterprises
Pennsylvania
$5.17M +$5.23M +31,747 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.