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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
HA
526
Hofer & Associates
California
$4.17M +$4.01M +24,311 New
SCI
527
S&CO Inc
Massachusetts
$4.17M
PFG
528
Pinnacle Financial Group
Illinois
$4.16M +$4M +24,243 New
IFG
529
Independent Financial Group
California
$4.15M +$401K +2,432 +11%
SL
530
Stevard LLC
Illinois
$4.14M -$1.87M -11,366 -32%
CIA
531
Choate Investment Advisors
Massachusetts
$4.11M -$225K -1,363 -5%
BFM
532
Boston Financial Management
Massachusetts
$4.11M -$126K -763 -3%
AIFAIM
533
American Institute for Advanced Investment Management
Arizona
$4.1M -$102K -621 -3%
GCL
534
Gouws Capital LLC
North Carolina
$4.1M +$3.94M +23,885 New
CIM
535
Corda Investment Management
Texas
$4.09M +$152K +921 +4%
TFA
536
Tobias Financial Advisors
Florida
$4.09M +$1.4M +8,516 +56%
PWMG
537
Pinnacle Wealth Management Group
Michigan
$4.08M -$668K -4,053 -15%
BIA
538
Bell Investment Advisors
California
$4.06M -$45.5K -276 -1%
PCA
539
Personal Capital Advisors
California
$4.03M +$405K +2,460 +12%
C1AG
540
Client 1st Advisory Group
Florida
$4M -$14.8K -90 -0.4%
WAL
541
W Advisors LLC
Tennessee
$3.98M +$3.83M +23,207 New
FMN
542
Financial Management Network
California
$3.98M +$40.4K +245 +1%
CM
543
Cornerstone Management
Georgia
$3.96M -$60.5K -367 -2%
LCS
544
Levin Capital Strategies
New York
$3.95M
LHEI
545
Leo H. Evart Inc
California
$3.95M +$3.79M +23,001 New
IFS
546
Intelligent Financial Strategies
Minnesota
$3.94M +$3.78M +22,962 New
JPG
547
Jordan Park Group
California
$3.93M -$9.06K -55 -0.2%
BC
548
Bartlett & Co
Ohio
$3.92M +$79.1K +480 +2%
DJSG
549
D.J. St. Germain
Massachusetts
$3.92M +$417K +2,532 +12%
BCWM
550
Bartlett & Co Wealth Management
Ohio
$3.92M +$79.1K +480 +2%

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.