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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
BFA
551
Benedict Financial Advisors
Georgia
$3.91M -$86.2K -523 -2%
LCM
552
Lewis Capital Management
California
$3.87M +$3.71M +22,537 New
GLA
553
Good Life Advisors
Pennsylvania
$3.86M +$292K +1,773 +9%
OAM
554
Occidental Asset Management
California
$3.85M -$505K -3,063 -12%
WSFS
555
Wilmington Savings Fund Society
Delaware
$3.85M -$79.9K -485 -2%
EHPM
556
Emery Howard Portfolio Management
California
$3.79M -$487K -2,957 -12%
MW
557
Marcum Wealth
Ohio
$3.78M +$9.72K +59 +0.3%
FWM
558
Fairhaven Wealth Management
Illinois
$3.77M +$24.1K +146 +0.7%
AI
559
Accredited Investors
Minnesota
$3.77M +$3.62M +21,937 New
KPW
560
Kore Private Wealth
New York
$3.74M -$5.11K -31 -0.1%
BOH
561
Bank of Hawaii
Hawaii
$3.74M -$87K -528 -2%
IFO
562
Independent Family Office
New York
$3.71M +$82.4K +500 +2%
BWM
563
Baystate Wealth Management
Massachusetts
$3.69M +$4.95K +30 +0.1%
TF
564
Theory Financial
Colorado
$3.67M +$3.52M +21,384 New
BCM
565
BlueCrest Capital Management
Jersey
$3.65M +$3.27M +19,839 +1,383%
WFA
566
Wade Financial Advisory
California
$3.64M -$7.75K -47 -0.2%
JIC
567
Johnson Investment Counsel
Ohio
$3.64M -$60.7K -368 -2%
SWA
568
Strategies Wealth Advisors
Michigan
$3.61M +$3.47M +21,042 New
GHA
569
GW Henssler & Associates
Georgia
$3.6M +$181K +1,098 +6%
FCFS
570
First Command Financial Services
Texas
$3.57M -$401K -2,433 -10%
FCB
571
First Command Bank
Texas
$3.57M
SFG
572
Sovereign Financial Group
Connecticut
$3.57M +$51.6K +313 +2%
PFGIA
573
Patriot Financial Group Insurance Agency
Massachusetts
$3.57M -$33.8K -205 -1%
AFM
574
Abbot Financial Management
Massachusetts
$3.55M +$246K +1,494 +8%
LAS
575
Lloyd Advisory Services
Georgia
$3.54M +$3.37M +20,452 +11,055%

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.