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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
BST
926
Bath Savings Trust
Maine
$1.12M -$39.7K -241 -4%
Deutsche Bank
927
Deutsche Bank
Germany
$1.12M +$75K +455 +8%
TFA
928
Teamwork Financial Advisors
Texas
$1.12M -$27.9K -169 -3%
DWM
929
Dopkins Wealth Management
New York
$1.11M +$1.07M +6,491 New
GIA
930
Gladstone Institutional Advisory
Florida
$1.1M +$36.9K +224 +4%
PCS
931
Personal CFO Solutions
New Jersey
$1.1M +$99.2K +602 +10%
SP
932
Successful Portfolios
Florida
$1.09M +$12K +73 +1%
IFWM
933
Institute for Wealth Management
Colorado
$1.09M -$48.1K -292 -4%
VV
934
Verity & Verity
South Carolina
$1.09M -$1.32M -7,989 -56%
SSC
935
Syverson Strege & Co
Iowa
$1.09M
QWM
936
Quaker Wealth Management
New Jersey
$1.09M +$1.04M +6,330 New
ACM
937
Advisors Capital Management
New Jersey
$1.08M +$19.4K +118 +2%
EFL
938
ERn Financial LLC
Wisconsin
$1.08M +$27.4K +166 +3%
CC
939
Chicago Capital
Illinois
$1.08M
RZH
940
Relyea Zuckerberg Hanson
Connecticut
$1.07M +$6.92K +42 +0.6%
MYIA
941
Mount Yale Investment Advisors
Colorado
$1.07M +$64K +388 +7%
FPW
942
Flagship Private Wealth
Massachusetts
$1.06M +$1.15K +7 +0.1%
AIM
943
Allen Investment Management
New York
$1.06M +$665K +4,032 +190%
BW
944
Bison Wealth
Georgia
$1.05M -$1.29M -7,805 -56%
AWM
945
Axxcess Wealth Management
California
$1.05M +$1.01M +6,139 New
FPGK
946
Financial Partners Group (Kansas)
Kansas
$1.05M +$14.3K +87 +1%
WAM
947
WNY Asset Management
New York
$1.05M -$50.1K -304 -5%
BIAS
948
Beacon Investment Advisory Services
New Jersey
$1.05M +$17.3K +105 +2%
FPB
949
First PREMIER Bank
South Dakota
$1.04M
CA
950
CoreCap Advisors
Michigan
$1.04M +$1M +6,076 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.