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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
SEIA
951
Signature Estate & Investment Advisors
California
$1.04M +$149K +905 +18%
TC
952
Tenret Company
Florida
$1.04M
GG
953
Gofen & Glossberg
Illinois
$1.03M -$24.6K -149 -2%
APWM
954
Atlas Private Wealth Management
New York
$1.03M +$165 +1 +0%
MAG
955
Mayfair Advisory Group
Alabama
$1.03M -$1.65K -10 -0.2%
FA
956
FC Advisory
Pennsylvania
$1.03M +$87.7K +532 +10%
GEA
957
Glen Eagle Advisors
New Jersey
$1.03M +$23.2K +141 +2%
IWN
958
Independent Wealth Network
Iowa
$1.03M +$34.1K +207 +4%
IF
959
Intrua Financial
Texas
$1.02M -$122K -742 -11%
SPI
960
Santori & Peters Inc
Pennsylvania
$1.01M +$3.79K +23 +0.4%
BS
961
Boenning & Scattergood
Pennsylvania
$1.01M +$7.25K +44 +0.8%
TIA
962
Traphagen Investment Advisors
New Jersey
$1.01M
GKWIM
963
Gerber Kawasaki Wealth & Investment Management
California
$1.01M -$63.8K -387 -6%
CAAS
964
Capital Asset Advisory Services
Michigan
$1.01M -$29.8K -181 -3%
MIAS
965
Mason Investment Advisory Services
Virginia
$1.01M -$40.2K -244 -4%
AWM
966
Altium Wealth Management
New York
$1M -$49.8K -302 -5%
NB
967
Northwest Bancshares
Pennsylvania
$1M
LBC
968
Lowe Brockenbrough & Co
Virginia
$1M +$93.6K +568 +11%
WMG
969
WESCAP Management Group
California
$999K +$39.2K +238 +4%
AWM
970
Aries Wealth Management
Maine
$997K +$7.75K +47 +0.8%
SS
971
Sunbelt Securities
Texas
$995K +$77.8K +472 +8%
TFA
972
Triad Financial Advisors
North Carolina
$989K +$950K +5,761 New
EFA
973
Evernest Financial Advisors
Indiana
$986K +$925K +5,609 New
CBN
974
Cadence Bank NA
Texas
$984K +$190K +1,150 +25%
RIG
975
Roosevelt Investment Group
New York
$980K -$2.83M -17,159 -75%

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.