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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
VAS
976
Vestmark Advisory Solutions
Massachusetts
$979K +$25.1K +152 +3%
MLL
977
Moody Lynn & Lieberson
Massachusetts
$976K
MSAM
978
Moloney Securities Asset Management
Missouri
$972K -$5.11K -31 -0.5%
EA
979
Emerald Advisors
Washington
$971K +$932K +5,653 New
PFG
980
Pacific Financial Group
Washington
$965K +$6.59K +40 +0.7%
WB
981
WesBanco Bank
West Virginia
$959K -$43.2K -262 -4%
LRIA
982
Leonard Rickey Investment Advisors
Washington
$955K -$3.3K -20 -0.4%
CGA
983
Crescent Grove Advisors
Illinois
$955K
FFA
984
Founders Financial Alliance
North Carolina
$954K +$2.31K +14 +0.3%
FAG
985
Fortitude Advisory Group
Washington
$950K +$912K +5,531 New
SIA
986
Schechter Investment Advisors
Michigan
$949K +$911K +5,528 New
FRA
987
Front Row Advisors
California
$948K +$9.89K +60 +1%
BWP
988
Baldwin Wealth Partners
Massachusetts
$945K
GCMG
989
Gyroscope Capital Management Group
Florida
$942K
GCA
990
Gradient Capital Advisors
California
$942K +$55.4K +336 +7%
LCC
991
Lincoln Capital Corp
Rhode Island
$940K
GGS
992
Galvin Gaustad & Stein
Arizona
$930K -$114K -690 -11%
BMD
993
Better Money Decisions
New Mexico
$919K -$139K -846 -14%
SIA
994
Sage Investment Advisers
New York
$919K +$882K +5,354 New
HWM
995
Hemington Wealth Management
Virginia
$917K +$163K +986 +18%
WB
996
West Bancorporation
Iowa
$913K +$876K +5,314 New
BTWM
997
Baker Tilly Wealth Management
Wisconsin
$902K +$866K +5,254 New
HCM
998
HMS Capital Management
Tennessee
$899K -$3.79K -23 -0.4%
CWS
999
Cypress Wealth Services
California
$894K -$12.4K -75 -1%
CIG
1000
Cairn Investment Group
Washington
$894K +$105K +635 +14%

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.