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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
VCM
776
Vivaldi Capital Management
Illinois
$1.77M +$102K +617 +6%
LNWWM
777
Laird Norton Wetherby Wealth Management
California
$1.77M -$10.9K -66 -0.6%
MAS
778
Madden Advisory Services
Florida
$1.77M +$122K +742 +8%
GSWM
779
Golden State Wealth Management
California
$1.76M -$330 -2 -0%
BCFS
780
Butensky & Cohen Financial Security
Florida
$1.76M +$63.6K +386 +4%
APW
781
Acima Private Wealth
Virginia
$1.76M
MF
782
Meridian Financial
Massachusetts
$1.75M +$1.68M +10,193 New
AWA
783
ARQ Wealth Advisors
Arizona
$1.73M -$55.9K -339 -3%
MWM
784
Meridian Wealth Management
Kentucky
$1.72M +$495K +3,004 +43%
MC
785
Miramar Capital
Illinois
$1.72M +$14.5K +88 +0.9%
TCM
786
Tandem Capital Management
New Jersey
$1.71M +$57.7K +350 +4%
IF
787
IRON Financial
Illinois
$1.71M +$7.09K +43 +0.4%
LRPA
788
L. Roy Papp & Associates
Arizona
$1.71M -$326K -1,978 -17%
HCM
789
Hall Capital Management
Rhode Island
$1.7M -$32K -194 -2%
FNT
790
First National Trust
Pennsylvania
$1.7M +$12.4K +75 +0.8%
PGWM
791
Pitti Group Wealth Management
New York
$1.7M +$1.63M +9,883 New
JGCM
792
Joseph Group Capital Management
Ohio
$1.69M +$1.63M +9,865 New
WPWM
793
Western Pacific Wealth Management
Illinois
$1.68M +$1.62M +9,807 New
VCM
794
Versant Capital Management
Arizona
$1.68M +$29.2K +177 +2%
CFCI
795
Comprehensive Financial Consultants Institutional
Indiana
$1.65M +$1.71M +10,361 New
GWCM
796
Godshalk Welsh Capital Management
Pennsylvania
$1.64M -$5.77K -35 -0.4%
MWM
797
Mission Wealth Management
California
$1.64M +$152K +920 +11%
SC
798
Sepio Capital
Utah
$1.63M
KNFPWM
799
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.63M +$1.56M +9,466 New
AIP
800
Ahrens Investment Partners
Louisiana
$1.62M

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.