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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
SPA
701
Sentinel Pension Advisors
Massachusetts
$2.32M +$23.6K +143 +1%
Man Group
702
Man Group
United Kingdom
$2.31M -$1.72M -10,462 -44%
MA
703
MUFG Americas
New York
$2.31M -$14.8K -90 -0.7%
RWM
704
Ritholtz Wealth Management
New York
$2.28M +$26.7K +162 +1%
CCP
705
Corient Capital Partners
California
$2.28M +$48.1K +292 +2%
9WM
706
9258 Wealth Management
Ohio
$2.27M -$3.46K -21 -0.2%
PHS
707
Pekin Hardy Strauss
Illinois
$2.27M -$46.6K -283 -2%
LP
708
LGL Partners
Pennsylvania
$2.26M +$9.89K +60 +0.5%
WOSD
709
WFA of San Diego
California
$2.25M +$88.3K +536 +4%
MAA
710
Mraz Amerine & Associates
California
$2.24M +$125K +756 +6%
ZF
711
Zhang Financial
Michigan
$2.22M +$64.4K +391 +3%
NRI
712
NFP Retirement Inc
California
$2.21M -$108K -653 -5%
LA
713
LexAurum Advisors
Kansas
$2.21M -$12.9K -78 -0.6%
APW
714
Austin Private Wealth
Texas
$2.21M +$34.3K +208 +2%
IWA
715
IBEX Wealth Advisors
New Jersey
$2.2M -$29K -176 -1%
SFG
716
Sunburst Financial Group
Alabama
$2.2M -$32.5K -197 -2%
ODIJL
717
One Day In July LLC
Vermont
$2.19M +$323K +1,959 +18%
SA
718
SRH Advisors
Kansas
$2.17M
VCA
719
Verdence Capital Advisors
Maryland
$2.17M +$167K +1,014 +9%
CT
720
Caldwell Trust
Florida
$2.16M -$10.9K -66 -0.5%
WJWM
721
Williams Jones Wealth Management
New York
$2.16M +$14.2K +86 +0.7%
SCM
722
Southport Capital Management
Tennessee
$2.15M +$186K +1,126 +10%
JCM
723
Jag Capital Management
Missouri
$2.15M -$30.3K -184 -1%
HCMT
724
Highland Capital Management (Tennessee)
Tennessee
$2.14M -$38.7K -235 -2%
PFPT
725
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.13M -$260K -1,577 -11%

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.