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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
CHP
726
Cable Hill Partners
Oregon
$2.13M -$25.2K -153 -1%
VFPI
727
Vantage Financial Partners (Illinois)
Illinois
$2.13M +$162K +985 +9%
FNBT
728
FineMark National Bank & Trust
Florida
$2.12M -$55.9K -339 -3%
FCA
729
FinTrust Capital Advisors
South Carolina
$2.12M +$986K +5,982 +94%
Lido Advisors
730
Lido Advisors
California
$2.12M +$113K +683 +6%
WCFA
731
Walkner Condon Financial Advisors
Wisconsin
$2.12M +$2.03M +12,328 New
TCMP
732
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.11M -$13K -79 -0.6%
PB
733
Pinnacle Bancorp
Nebraska
$2.1M +$10.9K +66 +0.5%
CAMG
734
CWA Asset Management Group
Florida
$2.1M +$1.49M +9,031 +281%
BB
735
Busey Bank
Illinois
$2.1M -$127K -773 -6%
GC
736
Grimes & Company
Massachusetts
$2.09M +$138K +839 +7%
GCM
737
Goldstream Capital Management
Hong Kong
$2.09M +$2.01M +12,193 New
ACA
738
Atlas Capital Advisors
Wyoming
$2.06M -$203K -1,233 -9%
NAMP
739
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.06M +$85.7K +520 +5%
GB
740
Gunma Bank
Japan
$2.06M -$1.43M -8,700 -42%
GA
741
Greytown Advisors
Florida
$2.05M -$72.5K -440 -4%
CA
742
CGN Advisors
Kansas
$2.02M -$1.53M -9,259 -44%
CFA
743
CWS Financial Advisors
Michigan
$2.02M +$1.94M +11,753 New
CCA
744
Childress Capital Advisors
Texas
$2.01M
TAM
745
Tocqueville Asset Management
New York
$2.01M -$6.43K -39 -0.3%
HIA
746
Harbor Investment Advisory
Maryland
$2.01M +$174K +1,057 +10%
PSP
747
Principal Street Partners
Tennessee
$1.99M +$8.74K +53 +0.5%
RT
748
Rockland Trust
Massachusetts
$1.99M -$75.8K -460 -4%
TAM
749
Townsend Asset Management
North Carolina
$1.99M +$128K +779 +7%
RMCM
750
Reynders McVeigh Capital Management
Massachusetts
$1.98M +$41.5K +252 +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.