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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
SSWM
651
Smith Salley Wealth Management
North Carolina
$2.64M
JFG
652
JMG Financial Group
Illinois
$2.63M +$91.5K +555 +4%
GIA
653
Guyasuta Investment Advisors
Pennsylvania
$2.63M +$330K +2,000 +15%
AA
654
Advisory Alpha
Michigan
$2.63M -$67.4K -409 -3%
BCP
655
Blue Chip Partners
Michigan
$2.62M +$50.3K +305 +2%
JWM
656
JGP Wealth Management
Oregon
$2.62M +$57.5K +349 +2%
IFG
657
Investors Financial Group
Minnesota
$2.62M -$94.4K -573 -4%
PJSIMP
658
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.61M +$197K +1,195 +8%
SAM
659
Secure Asset Management
Michigan
$2.61M +$349K +2,116 +16%
WAG
660
Winthrop Advisory Group
Massachusetts
$2.61M -$51.1K -310 -2%
MWM
661
Mascoma Wealth Management
New Hampshire
$2.6M -$41.5K -252 -2%
BFA
662
Beacon Financial Advisory
Ohio
$2.6M -$38.6K -234 -2%
BA
663
Bristlecone Advisors
Washington
$2.6M +$308K +1,870 +14%
RG
664
Retirement Group
California
$2.59M +$19.1K +116 +0.8%
PWM
665
Perigon Wealth Management
California
$2.58M +$1.31M +7,952 +113%
CIAS
666
Capital Investment Advisory Services
North Carolina
$2.57M +$317K +1,925 +15%
BJL
667
Brighton Jones LLC
Washington
$2.57M +$54.7K +332 +2%
CPIA
668
Cornell Pochily Investment Advisors
New York
$2.55M +$143K +866 +6%
VHAM
669
Van Hulzen Asset Management
California
$2.55M -$39.1K -237 -2%
MIM
670
Moseley Investment Management
Florida
$2.54M +$727K +4,411 +43%
EAM
671
Evanson Asset Management
California
$2.53M +$1.15K +7 +0%
FFN
672
Focus Financial Network
Minnesota
$2.52M +$265K +1,609 +12%
DSC
673
Duncker Streett & Co
Missouri
$2.52M -$25.2K -153 -1%
SCG
674
Sonata Capital Group
Washington
$2.51M
SWA
675
Sax Wealth Advisors
New Jersey
$2.5M +$126K +762 +6%

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.