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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
SSWG
476
Seven Springs Wealth Group
Tennessee
$5.17M -$24.1K -146 -0.5%
SQA
477
Simon Quick Advisors
New Jersey
$5.16M +$2.64K +16 +0.1%
RCA
478
Ranch Capital Advisors
Florida
$5.13M +$53.2K +323 +1%
MWA
479
Moser Wealth Advisors
Washington
$5.1M -$21.4K -130 -0.4%
HT
480
Heritage Trust
Oklahoma
$5.05M -$463K -2,807 -9%
CF
481
Centaurus Financial
California
$5.03M +$2.27M +13,771 +89%
V
482
Veritable
Delaware
$4.95M
CIA
483
Compass Ion Advisors
Pennsylvania
$4.94M +$1.11M +6,757 +31%
HPC
484
HM Payson & Co
Maine
$4.94M -$135K -819 -3%
TYCC
485
Texas Yale Capital Corp
Florida
$4.92M +$177K +1,071 +4%
FHA
486
First Horizon Advisors
Tennessee
$4.84M +$20.8K +126 +0.4%
DAS
487
Dynamic Advisor Solutions
Arizona
$4.77M -$54.7K -332 -1%
SW
488
SkyOak Wealth
Michigan
$4.76M +$112K +678 +3%
TCOV
489
Trust Company of Vermont
Vermont
$4.74M +$5.27K +32 +0.1%
DE
490
Day & Ennis
Georgia
$4.73M +$24.4K +148 +0.5%
FFS
491
Founders Financial Securities
Maryland
$4.68M +$2.39M +14,481 +113%
OIA
492
OneDigital Investment Advisors
Kansas
$4.68M +$230K +1,396 +5%
AI
493
Atria Investments
North Carolina
$4.64M -$108M -654,391 -96%
HC
494
Henshaw Capital
Massachusetts
$4.64M
RCA
495
Riverview Capital Advisers
Massachusetts
$4.61M +$4.42M +26,824 New
BA
496
Bridgewater Advisors
New York
$4.6M
FA
497
Flagstar Advisors
New York
$4.6M -$91.5K -555 -2%
OPW
498
Oxler Private Wealth
New York
$4.57M +$50.3K +305 +1%
5L
499
55I LLC
Massachusetts
$4.55M +$894K +5,424 +26%
NWMG
500
National Wealth Management Group
Ohio
$4.53M +$4.34M +26,356 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.