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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
SWM
501
SeaCrest Wealth Management
New York
$4.51M +$39.1K +237 +0.9%
CCM
502
Canal Capital Management
Virginia
$4.5M -$43K -261 -1%
WCM
503
WealthBridge Capital Management
Ohio
$4.49M -$478K -2,903 -10%
BFS
504
Bradley Foster & Sargent
Connecticut
$4.48M +$1.61M +9,745 +60%
GW
505
GW & Wade
Massachusetts
$4.46M -$48K -291 -1%
RBFC
506
Roman Butler Fullerton & Co
Missouri
$4.45M +$128K +778 +3%
AWA
507
Acorn Wealth Advisors
Michigan
$4.44M +$149K +903 +4%
MFW
508
Meristem Family Wealth
Minnesota
$4.43M +$1.28M +7,750 +43%
MCM
509
Morton Capital Management
California
$4.43M +$4.25M +25,797 New
CCFM
510
Clear Creek Financial Management
Washington
$4.43M +$405K +2,460 +11%
D
511
Dentgroup
Louisiana
$4.43M +$4.25M +25,784 New
SCA
512
STALEY CAPITAL ADVISERS
Pennsylvania
$4.42M +$34.6K +210 +0.8%
SC
513
Savant Capital
Illinois
$4.4M -$341K -2,066 -7%
Bessemer Group
514
Bessemer Group
New Jersey
$4.38M -$234K -1,418 -5%
CFSG
515
Community Financial Services Group
Vermont
$4.37M +$263K +1,597 +7%
VWA
516
V Wealth Advisors
Kansas
$4.34M +$66.1K +401 +2%
JBA
517
Johnson Bixby & Associates
Washington
$4.33M -$129K -784 -3%
SDH
518
Sloy Dahl & Holst
Washington
$4.31M
CF
519
Clarity Financial
Texas
$4.3M +$4.13M +25,067 New
FI
520
Financial Insights
Washington
$4.29M -$5.27K -32 -0.1%
SSWM
521
Sheets Smith Wealth Management
North Carolina
$4.27M -$17K -103 -0.4%
MCM
522
Maple Capital Management
Vermont
$4.25M +$688K +4,176 +20%
FAP
523
Financial Advisory Partners
Florida
$4.23M +$4.06M +24,634 New
KFGK
524
Keystone Financial Group (Kentucky)
Kentucky
$4.22M +$155K +942 +4%
KWM
525
Kaydan Wealth Management
Michigan
$4.18M +$4.01M +24,326 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.