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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
BWM
76
BT Wealth Management
Georgia
$51.5M +$1.02M +6,208 +2%
MA
77
Mosaic Advisors
Texas
$50.8M +$1.18M +7,148 +2%
IC
78
IEQ Capital
California
$50.5M -$79.6K -483 -0.2%
CAM
79
Cresset Asset Management
Illinois
$50.4M +$19M +114,975 +64%
PAS
80
Park Avenue Securities
New York
$49.2M +$1.61M +9,753 +4%
DWM
81
Doyle Wealth Management
Florida
$49.1M +$3.4M +20,635 +8%
DC
82
Davenport & Co
Virginia
$48.9M +$3.64M +22,101 +8%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$48.8M +$683K +4,144 +1%
BO
84
BRR OpCo
Ohio
$48M -$838K -5,085 -2%
PWP
85
Principle Wealth Partners
Connecticut
$47.5M -$3.43M -20,802 -7%
BFS
86
Bard Financial Services
Connecticut
$47.2M +$1.23M +7,476 +3%
EGA
87
E&G Advisors
Texas
$46.4M -$400K -2,424 -0.9%
JFA
88
JNBA Financial Advisors
Minnesota
$45.2M +$761K +4,619 +2%
PMG
89
ProVise Management Group
Florida
$44.8M -$896K -5,439 -2%
ORIO
90
Old Republic International (ORI)
Illinois
$44.6M +$6.26M +38,000 +17%
AP
91
Arlington Partners
Alabama
$44.5M +$5.68M +34,460 +15%
AFA
92
American Financial Advisors
Georgia
$44.3M +$4.79M +29,073 +13%
PA
93
Planning Alternatives
Michigan
$44.2M -$364K -2,208 -0.8%
DADC
94
D.A. Davidson & Co
Montana
$44.1M +$17.5M +106,147 +70%
HPWM
95
Highland Private Wealth Management
Washington
$43.8M +$3.46M +20,990 +9%
CWM
96
Connecticut Wealth Management
Connecticut
$42.6M -$529K -3,209 -1%
EK
97
Evensky & Katz
Florida
$41.4M +$218K +1,321 +0.6%
NEPWA
98
New England Private Wealth Advisors
Massachusetts
$41.4M +$88M +533,829 +220%
HTC
99
Haverford Trust Company
Pennsylvania
$40.9M +$1.18M +7,149 +3%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$39.7M +$2.56M +15,544 +7%

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.