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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
COF
601
Capital One Financial
Virginia
$3.3M +$434K +2,633 +16%
HWMG
602
Hurlow Wealth Management Group
Indiana
$3.29M -$47.1K -286 -1%
HGERS
603
Householder Group Estate & Retirement Specialist
Arizona
$3.29M +$3.15M +19,125 New
CFP
604
Curran Financial Partners
South Carolina
$3.27M -$487K -2,955 -13%
PFS
605
Prospera Financial Services
Texas
$3.27M +$1.71M +10,371 +120%
PAMG
606
Patton Albertson Miller Group
Tennessee
$3.21M -$35.4K -215 -1%
Carson Wealth (CWM LLC)
607
Carson Wealth (CWM LLC)
Nebraska
$3.2M +$3.07M +18,613 New
YWP
608
YorkBridge Wealth Partners
New York
$3.19M +$157K +950 +5%
IAG
609
Investment Advisory Group
Massachusetts
$3.18M +$3.24M +19,638 New
CNBTD
610
Citizens National Bank Trust Department
Mississippi
$3.18M -$118K -715 -4%
SWPG
611
Strategic Wealth Partners Group
Illinois
$3.17M -$152K -925 -5%
SMG
612
Spectrum Management Group
Indiana
$3.16M -$87.2K -529 -3%
LSPW
613
Lake Street Private Wealth
Illinois
$3.12M +$1.67M +10,156 +127%
SFS
614
Strategic Financial Services
New York
$3.1M -$287K -1,744 -9%
SFS
615
Sowell Financial Services
Arkansas
$3.09M -$146K -885 -5%
KeyBank National Association
616
KeyBank National Association
Ohio
$3.09M +$49.6K +301 +2%
TP
617
Tranquility Partners
Tennessee
$3.08M +$108K +656 +4%
SW
618
StrongBox Wealth
Missouri
$3.08M +$32K +194 +1%
LWAC
619
Laurel Wealth Advisors (California)
California
$3.07M +$915K +5,551 +45%
MCC
620
Money Concepts Capital
Florida
$3.07M +$2.94M +17,865 New
TC
621
Trilogy Capital
California
$3.06M -$235K -1,426 -7%
EWM
622
Elmwood Wealth Management
California
$3.05M +$2.93M +17,774 New
OCG
623
Opus Capital Group
Ohio
$3.03M -$48K -291 -2%
HC
624
Hoese & Co
Minnesota
$3.02M +$162K +980 +6%
SCA
625
St. Clair Advisors
Ohio
$3M

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.