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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
AAM
826
Autus Asset Management
Arizona
$1.52M +$22.3K +135 +2%
TA
827
TFG Advisers
Michigan
$1.52M -$165 -1 -0%
NF
828
Norwood Financial
Pennsylvania
$1.52M +$1.45M +8,822 New
CA
829
CSM Advisors
Pennsylvania
$1.5M
NRA
830
NSI Retail Advisors
Pennsylvania
$1.5M
WWM
831
Windsor Wealth Management
Indiana
$1.49M +$37.3K +226 +3%
KLI
832
Kelman-Lazarov Inc
Tennessee
$1.49M -$6.92K -42 -0.5%
KTA
833
Keeley-Teton Advisors
Illinois
$1.49M +$59.3K +360 +4%
SAM
834
Smithbridge Asset Management
Pennsylvania
$1.49M -$16.5K -100 -1%
SWP
835
Strategic Wealth Partners
Ohio
$1.49M +$11.5K +70 +0.8%
RIA
836
Realta Investment Advisors
Delaware
$1.48M -$80.9K -491 -5%
CNB
837
Camden National Bank
Maine
$1.48M -$36.8K -223 -3%
BFO
838
Biltmore Family Office
North Carolina
$1.46M
SB
839
Simmons Bank
Arkansas
$1.46M -$18.1K -110 -1%
BOPW
840
Brandywine Oak Private Wealth
Pennsylvania
$1.46M +$30.8K +187 +2%
SGI
841
Summit Global Investments
Utah
$1.46M -$45.2K -274 -3%
JPLA
842
Joseph P. Lucia & Associates
New York
$1.45M +$581K +3,526 +72%
HIF
843
Hill Island Financial
Michigan
$1.44M +$1.38M +8,366 New
MGIA
844
Moneta Group Investment Advisors
Missouri
$1.44M +$124K +751 +10%
HFS
845
HBC Financial Services
Washington
$1.42M -$21.4K -130 -2%
BFIM
846
Beese Fulmer Investment Management
Ohio
$1.42M -$20.6K -125 -1%
CFO
847
Collective Family Office
Pennsylvania
$1.42M +$2.47K +15 +0.2%
MPW
848
Monterey Private Wealth
California
$1.42M -$14.5K -88 -1%
EWM
849
Empirical Wealth Management
Washington
$1.41M +$67.1K +407 +5%
PBF
850
Petix & Botte Financial
California
$1.4M -$2.57M -15,593 -66%

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.