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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
AIP
676
Almanack Investment Partners
Pennsylvania
$2.5M +$804K +4,878 +50%
RGC
677
Roberts, Glore & Co
Illinois
$2.5M -$4.12K -25 -0.2%
AF
678
Affiance Financial
Minnesota
$2.49M
Cerity Partners
679
Cerity Partners
New York
$2.48M -$485K -2,941 -22%
MWA
680
Monograph Wealth Advisors
California
$2.47M +$2.37M +14,381 New
RRA
681
Round Rock Advisors
Connecticut
$2.47M +$2.13M +12,946 +915%
FSA
682
Fort Sheridan Advisors
Illinois
$2.46M +$65.8K +399 +3%
USCWA
683
U.S. Capital Wealth Advisors
Texas
$2.45M +$455K +2,760 +24%
LW
684
Linscomb Wealth
Texas
$2.44M -$54.2K -329 -2%
AAP
685
Arax Advisory Partners
Colorado
$2.44M -$314K -1,906 -12%
SB
686
Strategic Blueprint
Georgia
$2.44M +$77.8K +472 +3%
OLA
687
Oliver Luxxe Assets
New Jersey
$2.44M +$29.8K +181 +1%
LIA
688
LBMC Investment Advisors
Tennessee
$2.44M +$572K +3,469 +32%
AWM
689
Avior Wealth Management
Nebraska
$2.43M -$62.3K -378 -3%
AF
690
Advisornet Financial
Minnesota
$2.42M -$144K -876 -6%
WP
691
WealthSource Partners
California
$2.41M -$61.5K -373 -3%
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.41M -$186K -1,131 -7%
VBWMG
693
Von Berge Wealth Management Group
California
$2.4M +$2.43M +14,751 New
KOMWMG
694
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.37M +$878K +5,326 +63%
FT
695
Fiduciary Trust
Massachusetts
$2.36M +$107K +650 +5%
DWT
696
Dorsey & Whitney Trust
South Dakota
$2.34M +$206K +1,250 +10%
CHA
697
Carmichael Hill & Associates
Maryland
$2.33M -$29.7K -180 -1%
KIA
698
KCM Investment Advisors
California
$2.33M -$58.5K -355 -3%
VR
699
Viridian RIA
Washington
$2.33M +$2.23M +13,559 New
TWM
700
Tradition Wealth Management
Minnesota
$2.32M -$5.44K -33 -0.2%

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.