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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
LPIC
901
LeJeune Puetz Investment Counsel
Michigan
$1.2M
TC
902
Trust Company
Kansas
$1.2M
CHA
903
Cooper/Haims Advisors
New York
$1.2M +$330 +2 +0%
RRCM
904
Rappaport Reiches Capital Management
Illinois
$1.2M
NWA
905
Navis Wealth Advisors
New York
$1.19M +$2.97K +18 +0.3%
VDI
906
Vaughan David Investments
Illinois
$1.19M +$38.6K +234 +3%
WA
907
WBH Advisory
Maryland
$1.19M +$2.8K +17 +0.2%
ACM
908
AUA Capital Management
Pennsylvania
$1.18M +$105K +639 +10%
PFP
909
Paragon Financial Partners
California
$1.18M +$1.14M +6,890 New
JWCA
910
J.W. Coons Advisors
Ohio
$1.17M -$41.9K -254 -4%
PP
911
Patten & Patten
Tennessee
$1.17M -$63.8K -387 -5%
CPA
912
Clear Perspective Advisors
Illinois
$1.17M -$27.2K -165 -2%
PG
913
Patten Group
Tennessee
$1.17M +$109K +663 +11%
NRW
914
Nova R Wealth
Kansas
$1.16M +$1.11M +6,757 New
DWM
915
Darwin Wealth Management
Florida
$1.15M -$296K -1,796 -20%
NWM
916
Northwest Wealth Management
Iowa
$1.15M +$9.39K +57 +0.9%
PCMM
917
Piedmont Capital Management (Montana)
Montana
$1.15M +$88.7K +538 +9%
SWM
918
Silverlake Wealth Management
Vermont
$1.14M +$1.09M +6,631 New
YIA
919
YHB Investment Advisors
Connecticut
$1.13M -$20.6K -125 -2%
CPC
920
Consolidated Planning Corp
Georgia
$1.13M
BWM
921
Birchcreek Wealth Management
Ohio
$1.13M -$27.2K -165 -2%
CFIA
922
Cantor Fitzgerald Investment Advisors
New York
$1.13M
NED
923
Nancy E. Dempze
$1.13M +$1.08M +6,548 New
HCM
924
Highview Capital Management
Illinois
$1.12M +$1.08M +6,532 New
OCM
925
Objective Capital Management
Ohio
$1.12M +$1.07M +6,521 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.