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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
PWP
51
Perfromance Wealth Partners
Illinois
$82M +$78.7M +477,362 New
Creative Planning
52
Creative Planning
Kansas
$81.5M +$43.2K +262 +0.1%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$80.3M -$2.74M -16,647 -3%
Franklin Resources
54
Franklin Resources
California
$75.8M -$1.11M -6,711 -1%
PPA
55
Parametric Portfolio Associates
Washington
$75.1M +$1.09M +6,602 +2%
SF
56
Synovus Financial
Georgia
$74.7M +$1.14M +6,940 +2%
AWM
57
AE Wealth Management
Kansas
$72.8M +$48.9M +296,662 +233%
JIP
58
JBJ Investment Partners
South Carolina
$70.9M +$629K +3,814 +0.9%
PCMC
59
Paragon Capital Management (Colorado)
Colorado
$67.7M -$565K -3,425 -0.9%
VWM
60
Venturi Wealth Management
Texas
$67.5M -$27.3M -165,774 -30%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$63.1M -$3.99M -24,211 -6%
TPCW
62
TD Private Client Wealth
New York
$62.9M -$1.72M -10,413 -3%
B
63
Barings
North Carolina
$62M -$15.7M -95,423 -21%
RPGK
64
Retirement Planning Group (Kansas)
Kansas
$60.9M +$1.2M +7,303 +2%
SAI
65
Systematic Alpha Investments
New Jersey
$60.6M
Jones Financial Companies
66
Jones Financial Companies
Missouri
$60.6M +$153K +928 +0.3%
HSWM
67
Hubbell Strickland Wealth Management
Louisiana
$60.3M +$430K +2,609 +0.7%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$59.9M +$1.06M +6,409 +2%
KAS
69
Kestra Advisory Services
Texas
$58.6M -$42.4M -257,479 -43%
3F
70
360 Financial
Minnesota
$58.3M +$1.38M +8,402 +3%
AAS
71
Annex Advisory Services
Wisconsin
$58.3M +$980K +5,945 +2%
ZB
72
Zions Bancorporation
Utah
$56.6M -$9.22M -55,961 -15%
VM
73
VPR Management
Texas
$55.5M
MCM
74
MAI Capital Management
Ohio
$52.9M +$6.81M +41,292 +15%
BC
75
Brio Consultants
California
$51.8M +$2.56M +15,546 +5%

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.