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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
HWM
876
Horizon Wealth Management
Illinois
$1.29M +$1.24M +7,538 New
MSFP
877
Mark Sheptoff Financial Planning
Connecticut
$1.29M +$198K +1,201 +19%
EHC
878
Everett Harris & Co
California
$1.28M
HAIM
879
Hunter Associates Investment Management
Pennsylvania
$1.28M
CFD
880
Creative Financial Designs
Indiana
$1.28M -$40.7K -247 -3%
MFA
881
Morling Financial Advisors
California
$1.28M +$1.23M +7,451 New
AIA
882
Alera Investment Advisors
Illinois
$1.28M -$23.9K -145 -2%
SHGA
883
Sand Hill Global Advisors
California
$1.27M -$24.7K -150 -2%
KF
884
Krilogy Financial
Missouri
$1.27M -$29.2K -177 -2%
BA
885
Bluesphere Advisors
Pennsylvania
$1.27M +$24.7K +150 +2%
TW
886
Towerpoint Wealth
California
$1.27M +$120K +731 +11%
EA
887
Evergreen Advisors
Tennessee
$1.26M -$32K -194 -3%
Walleye Trading
888
Walleye Trading
New York
$1.26M +$623K +3,781 +107%
ESB
889
Essex Savings Bank
Connecticut
$1.25M +$248K +1,504 +26%
MCA
890
Millennium Capital Advisors
Arkansas
$1.25M +$1.2M +7,273 New
NFG
891
Nadler Financial Group
Illinois
$1.25M
FRA
892
Frank Rimerman Advisors
California
$1.25M +$824 +5 +0.1%
ONSWM
893
Old North State Wealth Management
North Carolina
$1.23M +$1.18M +7,156 New
EL
894
EMFO LLC
Florida
$1.23M
AP
895
Americana Partners
Texas
$1.22M -$33.1K -201 -3%
Betterment LLC
896
Betterment LLC
New York
$1.21M +$414K +2,511 +55%
SFG
897
SNS Financial Group
Minnesota
$1.21M
BOTW
898
Bank of the West
California
$1.21M -$78.1K -474 -6%
CCA
899
Conservest Capital Advisors
Pennsylvania
$1.21M +$799K +4,846 +222%
CWM
900
Cranbrook Wealth Management
Michigan
$1.21M

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.