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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$187M -$10.3M -62,676 -5%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$185M +$103M +624,577 +138%
JIC
28
Joel Isaacson & Co
New York
$157M +$934K +5,668 +0.6%
MWM
29
Modera Wealth Management
New Jersey
$154M +$5.69M +34,513 +4%
Mariner
30
Mariner
Kansas
$145M +$5.84M +35,453 +4%
Stifel Financial
31
Stifel Financial
Missouri
$131M +$4.36M +26,438 +4%
CG
32
Colony Group
Massachusetts
$130M -$81.5M -494,760 -40%
BMM
33
Berkshire Money Management
Massachusetts
$124M +$7.88M +47,805 +7%
AL
34
Aspiriant LLC
California
$121M +$4.91M +29,786 +4%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$121M +$3.27M +19,861 +3%
LNC
36
Lincoln National Corp
Pennsylvania
$118M +$3.11M +18,842 +3%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$110M +$21M +127,700 +25%
RA
38
Rational Advisors
New York
$108M +$20.2M +122,290 +24%
Two Sigma Investments
39
Two Sigma Investments
New York
$108M +$38.5M +233,500 +59%
TF
40
Trek Financial
Arizona
$102M -$38M -230,333 -28%
William Blair & Company
41
William Blair & Company
Illinois
$99.1M +$1.43M +8,689 +2%
Goldman Sachs
42
Goldman Sachs
New York
$94.7M -$1.16M -7,044 -1%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$94.3M +$1.53M +9,299 +2%
GT
44
Glenmede Trust
Pennsylvania
$91.8M +$1.05M +6,388 +1%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$89.6M +$453K +2,749 +0.5%
PAG
46
Private Advisor Group
New Jersey
$89.3M -$16.1M -97,733 -16%
SFO
47
Stokes Family Office
Louisiana
$87.6M +$405K +2,458 +0.5%
RWP
48
RWA Wealth Partners
Massachusetts
$87.1M +$3.46M +21,011 +4%
NFC
49
Northeast Financial Consultants
Connecticut
$83.6M +$6.16M +37,346 +8%
MML Investors Services
50
MML Investors Services
Massachusetts
$82.7M -$5.76M -34,919 -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.