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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
TFGT
626
TS Financial Group (TSFG)
Illinois
$3M -$12K -73 -0.4%
BAM
627
Belpointe Asset Management
Nevada
$2.97M +$122K +740 +4%
NAS
628
Nicolet Advisory Services
Wisconsin
$2.96M -$46.2K -280 -2%
SIC
629
Salem Investment Counselors
North Carolina
$2.91M +$284K +1,726 +11%
BRWM
630
B. Riley Wealth Management
Tennessee
$2.88M +$765K +4,642 +38%
AWM
631
Atticus Wealth Management
Florida
$2.85M +$164K +994 +6%
WFA
632
Wellspring Financial Advisors
Ohio
$2.83M +$97.9K +594 +4%
BCA
633
Bay Colony Advisors
Massachusetts
$2.83M +$200K +1,214 +8%
COCM
634
Charter Oak Capital Management
New Hampshire
$2.83M +$40.1K +243 +1%
LFP
635
Leeward Financial Partners
Washington
$2.8M +$2.69M +16,290 New
MSA
636
Marino Stram & Associates
Massachusetts
$2.79M -$8.57K -52 -0.3%
RAM
637
Riggs Asset Management
Pennsylvania
$2.79M +$198K +1,204 +8%
CIC
638
Cutler Investment Counsel
Oregon
$2.78M -$28.8K -175 -1%
SCM
639
Spreng Capital Management
Ohio
$2.77M -$29.2K -177 -1%
B
640
Brightworth
Georgia
$2.77M +$84.1K +510 +3%
FMII
641
Farmers & Merchants Investments Inc
Nebraska
$2.76M -$14.2K -86 -0.5%
CSB
642
City State Bank
Iowa
$2.76M +$2.65M +16,056 New
Jane Street
643
Jane Street
New York
$2.75M +$1.63M +9,872 +161%
OPS
644
Orion Portfolio Solutions
Nebraska
$2.74M +$333K +2,019 +14%
CAN
645
Claraphi Advisory Network
United States
$2.73M +$58.7K +356 +2%
AWM
646
Aevitas Wealth Management
Massachusetts
$2.71M +$4.12K +25 +0.2%
ACP
647
Aviance Capital Partners
Florida
$2.69M +$33.3K +202 +1%
NEGWA
648
New England Guild Wealth Advisors
Connecticut
$2.69M +$153K +926 +6%
KJWM
649
Kiley Juergens Wealth Management
Washington
$2.65M +$116K +704 +5%
TFO
650
Tarbox Family Office
California
$2.65M -$97.9K -594 -4%

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.