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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
TWA
1026
TCI Wealth Advisors
Arizona
$837K +$10.9K +66 +1%
KC
1027
Kingfisher Capital
North Carolina
$833K +$330 +2 +0%
BCI
1028
Brinker Capital Investments
Pennsylvania
$833K +$15K +91 +2%
LWM
1029
Laidlaw Wealth Management
New York
$833K +$799K +4,849 New
VC
1030
Vicus Capital
Pennsylvania
$830K +$68.9K +418 +9%
RI
1031
Ridgewood Investments
New Jersey
$829K -$9.56K -58 -1%
SS
1032
Simplicity Solutions
Minnesota
$820K -$902K -5,471 -53%
EFSCE
1033
Enterprise Financial Services Corp (EFSC)
Missouri
$816K
BDF
1034
Balasa Dinverno & Foltz
$815K
KC
1035
Kenfarb & Co
Kentucky
$811K +$778K +4,720 New
AAM
1036
Aureus Asset Management
Massachusetts
$810K -$111K -673 -12%
BCM
1037
Bienville Capital Management
New York
$808K +$824 +5 +0.1%
KWS
1038
Keystone Wealth Services
California
$808K +$775K +4,703 New
PFM
1039
Parsec Financial Management
North Carolina
$805K +$34.9K +212 +5%
CAAM
1040
Cornerstone Advisors Asset Management
Pennsylvania
$804K +$772K +4,683 New
BAS
1041
Brown Advisory Securities
Maryland
$804K +$15K +91 +2%
ATPW
1042
Ashton Thomas Private Wealth
Arizona
$794K +$145K +878 +23%
SRC
1043
Sage Rhino Capital
California
$793K
ACP
1044
Arcus Capital Partners
Georgia
$793K +$1.98K +12 +0.3%
LCM
1045
Logan Capital Management
Pennsylvania
$790K -$31.3K -190 -4%
WDL
1046
Well Done LLC
Michigan
$787K
WCM
1047
Weik Capital Management
Pennsylvania
$787K +$64.3K +390 +9%
KPCM
1048
Kings Point Capital Management
New York
$781K -$5.44K -33 -0.7%
CCM
1049
Carlson Capital Management
Minnesota
$780K +$749K +4,544 New
BWP
1050
BSW Wealth Partners
Colorado
$775K +$134K +810 +22%

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.