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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
SFA
1001
Sequoia Financial Advisors
Ohio
$894K +$858K +5,204 New
WFA
1002
Wells Financial Advisors
Massachusetts
$893K
Kovitz Investment Group Partners
1003
Kovitz Investment Group Partners
Illinois
$885K +$468K +2,837 +83%
AW
1004
ACG Wealth
Georgia
$882K -$486K -2,950 -36%
MHIC
1005
Marble Harbor Investment Counsel
Massachusetts
$882K -$50.8K -308 -6%
JCM
1006
Jacobi Capital Management
Pennsylvania
$882K -$25.9K -157 -3%
MWM
1007
Merriman Wealth Management
Washington
$880K +$42.5K +258 +5%
SIS
1008
SVB Investment Services
Utah
$880K +$350K +2,125 +71%
TWM
1009
Titus Wealth Management
California
$879K +$1.15K +7 +0.1%
HCC
1010
Hirtle Callaghan & Co
Pennsylvania
$879K +$843K +5,115 New
Neuberger Berman Group
1011
Neuberger Berman Group
New York
$874K -$6.92K -42 -0.8%
PMFA
1012
Plante Moran Financial Advisors
Michigan
$872K -$1.46M -8,879 -64%
MCM
1013
Maryland Capital Management
Maryland
$871K -$44.7K -271 -5%
CAI
1014
Capital Advisors Inc
Oklahoma
$869K -$83.6K -507 -9%
BPWM
1015
Badgley Phelps Wealth Managers
Washington
$868K -$69.4K -421 -8%
CWM
1016
Congress Wealth Management
Massachusetts
$868K +$834K +5,060 New
WSTAM
1017
Wilbanks Smith & Thomas Asset Management
Virginia
$860K +$527K +3,200 +177%
CAM
1018
Carret Asset Management
New York
$859K -$11.5K -70 -1%
JIP
1019
Jaffetilchin Investment Partners
Florida
$852K +$59.3K +360 +8%
BCM
1020
Brookmont Capital Management
Texas
$846K +$17.5K +106 +2%
SFP
1021
Sterling Financial Planning
New Jersey
$844K +$81.4K +494 +11%
CG
1022
Cutler Group
California
$841K +$808K +4,900 New
WFA
1023
Wipfli Financial Advisors
Wisconsin
$841K +$807K +4,894 New
SC
1024
Saiph Capital
New Jersey
$840K +$806K +4,889 New
BWM
1025
BNC Wealth Management
Oregon
$839K +$64K +388 +9%

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.