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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
B
751
Bridgeworth
Alabama
$1.98M +$143K +869 +8%
FCI
752
Financial Counselors Inc
Kansas
$1.97M -$99.9K -606 -5%
CWM
753
Collaborative Wealth Management
Florida
$1.96M +$1.88M +11,388 New
CA
754
Continuum Advisory
Idaho
$1.96M -$5.6K -34 -0.3%
PSUF
755
People's United Financial
Connecticut
$1.94M -$584K -3,545 -24%
PCM
756
Parsons Capital Management
Rhode Island
$1.93M +$3.13K +19 +0.2%
FFWM
757
Future Financial Wealth Management
Ohio
$1.93M +$93.8K +569 +5%
RWA
758
Ropes Wealth Advisors
Massachusetts
$1.92M
PCI
759
Planning Center Inc
Illinois
$1.92M +$1.91M +11,612 New
EA
760
Eudaimonia Advisors
Tennessee
$1.92M +$1.84M +11,157 New
PFA
761
Pettinga Financial Advisors
Indiana
$1.91M
MPW
762
MA Private Wealth
California
$1.89M +$5.6K +34 +0.3%
WCM
763
Windham Capital Management
Massachusetts
$1.89M
HWIS
764
Hancock Whitney Investment Services
Louisiana
$1.89M +$1.81M +10,963 New
WKWM
765
Walter & Keenan Wealth Management
Indiana
$1.88M +$24.6K +149 +1%
IIC
766
Ironwood Investment Counsel
Arizona
$1.86M -$12.4K -75 -0.7%
DDC
767
DF Dent & Co
Maryland
$1.85M +$66.8K +405 +4%
SI
768
Saxon Interests
Texas
$1.81M +$1.77M +10,745 New
NDSI
769
Newman Dignan & Sheerar Inc
Rhode Island
$1.81M +$2.47K +15 +0.1%
SAA
770
Southeast Asset Advisors
Georgia
$1.81M -$75.7K -459 -4%
GIM
771
Goelzer Investment Management
Indiana
$1.8M +$49.4K +300 +3%
VFIC
772
Valley Forge Investment Consultants
Pennsylvania
$1.8M +$133K +805 +8%
WFM
773
Wolff Financial Management
Michigan
$1.8M +$1.72M +10,458 New
RA
774
RFG Advisory
Alabama
$1.79M -$445K -2,701 -21%
KMWM
775
Keudell/Morrison Wealth Management
Oregon
$1.79M +$110K +666 +7%

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.