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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
CWA
801
CJM Wealth Advisers
Virginia
$1.62M +$1.56M +9,446 New
LWCFA
802
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.62M +$113K +683 +8%
CCG
803
Cypress Capital Group
Florida
$1.61M -$268K -1,625 -15%
RFA
804
Resurgent Financial Advisors
Georgia
$1.61M +$1.54M +9,357 New
EBSAM
805
Eubel Brady & Suttman Asset Management
Ohio
$1.61M +$1.54M +9,350 New
FEG
806
Financial Enhancement Group
Indiana
$1.6M -$52.9K -321 -3%
NCM
807
New Capital Management
Texas
$1.6M
BWM
808
Bulltick Wealth Management
Florida
$1.6M +$1.02M +6,190 +200%
First Manhattan
809
First Manhattan
New York
$1.59M -$6.26K -38 -0.4%
AIA
810
AIMZ Investment Advisors
California
$1.59M +$165K +1,001 +12%
MTWM
811
Masso Torrence Wealth Management
New Jersey
$1.59M +$1.52M +9,232 New
AWM
812
Altavista Wealth Management
North Carolina
$1.58M +$330 +2 +0%
CCFCSB
813
Cape Cod Five Cents Savings Bank
Massachusetts
$1.58M +$51.6K +313 +4%
M
814
MOTCO
Texas
$1.58M -$54.6K -331 -3%
MA
815
MONECO Advisors
Connecticut
$1.58M -$226K -1,374 -12%
ECG
816
EPIQ Capital Group
California
$1.58M -$180K -1,092 -11%
CMBA
817
C.M. Bidwell & Associates
Hawaii
$1.57M -$9.89K -60 -0.7%
RIA
818
RPG Investment Advisory
California
$1.57M -$28.7K -174 -2%
GL
819
Graypoint LLC
New York
$1.56M
CHJWM
820
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.55M
GP
821
Greenline Partners
New York
$1.55M +$1.48M +9,000 New
NSB
822
Norway Savings Bank
Maine
$1.54M +$298K +1,810 +25%
VFA
823
Valeo Financial Advisors
Indiana
$1.53M +$58.8K +357 +4%
SAM
824
Silvercrest Asset Management
New York
$1.53M +$1.17M +7,081 +384%
DC
825
Darrow Company
Massachusetts
$1.53M +$1.47M +8,906 New

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.