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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
FNBOMD
576
First National Bank of Mount Dora
Florida
$3.53M
CWG
577
Cornerstone Wealth Group
North Carolina
$3.53M -$129K -782 -4%
PA
578
Pinnacle Associates
New York
$3.52M +$72.5K +440 +2%
IWC
579
Integrated Wealth Concepts
Massachusetts
$3.51M +$56.4K +342 +2%
TVWM
580
Tower View Wealth Management
Wisconsin
$3.5M +$5.93K +36 +0.2%
Citadel Advisors
581
Citadel Advisors
Florida
$3.5M +$3.36M +20,359 New
GA
582
Greenspring Advisors
Maryland
$3.46M +$3.32M +20,141 New
IWM
583
IHT Wealth Management
Illinois
$3.44M +$146K +885 +5%
AFP
584
Ausdal Financial Partners
Iowa
$3.42M +$799K +4,850 +32%
LA
585
Latitude Advisors
Florida
$3.4M +$51.1K +310 +2%
AC
586
Avant Capital
Louisiana
$3.4M +$3.26M +19,772 New
CB
587
Commerce Bank
Missouri
$3.4M +$63.3K +384 +2%
CG
588
Caprock Group
Idaho
$3.39M +$92.8K +563 +3%
SHFA
589
SC&H Financial Advisors
Maryland
$3.39M +$3.25M +19,734 New
RFC
590
Regions Financial Corp
Alabama
$3.39M -$179K -1,085 -5%
PPP
591
Private Portfolio Partners
New Jersey
$3.39M +$17.6K +107 +0.5%
AFG
592
Albion Financial Group
Utah
$3.36M +$1.76M +10,669 +120%
RWMH
593
Riverpoint Wealth Management Holdings
Illinois
$3.36M -$66.8K -405 -2%
CAM
594
Columbia Asset Management
Michigan
$3.35M -$34K -206 -1%
AWM
595
Alterna Wealth Management
Texas
$3.35M +$3.22M +19,528 New
NFG
596
Nations Financial Group
Iowa
$3.35M +$424K +2,571 +15%
MFA
597
Mayflower Financial Advisors
Massachusetts
$3.35M +$315K +1,909 +11%
CPA
598
Cardiff Park Advisors
California
$3.31M +$3.18M +19,270 New
MCM
599
Manchester Capital Management
Vermont
$3.31M
SLT
600
St Louis Trust
Missouri
$3.3M +$3.17M +19,220 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.