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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
T
1051
TCWP
Ohio
$775K +$745K +4,517 New
PPW
1052
Pasadena Private Wealth
California
$773K +$93.5K +567 +14%
FG
1053
Fiduciary Group
Georgia
$770K -$2.97K -18 -0.4%
PCMC
1054
Private Capital Management (Colorado)
Colorado
$769K +$333K +2,023 +83%
LHWM
1055
Lake Hills Wealth Management
Texas
$767K +$736K +4,467 New
PWMAG
1056
Pinnacle Wealth Management Advisory Group
New Jersey
$766K +$50.3K +305 +7%
AWP
1057
Ascent Wealth Partners
New York
$764K +$69.1K +419 +10%
RIM
1058
Rockbridge Investment Management
New York
$759K +$3.46K +21 +0.5%
MTIC
1059
Missouri Trust & Investment Company
Missouri
$757K +$727K +4,409 New
AIA
1060
Angeles Investment Advisors
California
$756K -$95.6K -580 -12%
BMWM
1061
Brown Miller Wealth Management
Virginia
$756K
CM
1062
Capital Management
Virginia
$756K
HA
1063
HFG Advisors
Ohio
$756K +$725K +4,400 New
BFA
1064
Beaumont Financial Advisors
Massachusetts
$753K +$478K +2,897 +195%
AHC
1065
Anderson Hoagland & Co
Missouri
$751K
ADL
1066
Asset Dedication LLC
California
$749K -$172K -1,045 -19%
JWA
1067
JFS Wealth Advisors
Pennsylvania
$748K +$295K +1,789 +70%
VFP
1068
Verus Financial Partners
Virginia
$746K +$17.3K +105 +2%
FNB
1069
Farmers National Bank
Kentucky
$746K -$136K -827 -16%
SCM
1070
SOL Capital Management
Maryland
$745K
CL
1071
Choreo LLC
Illinois
$744K
PAM
1072
Palisade Asset Management
Minnesota
$744K +$53.7K +326 +8%
KA
1073
Klingman & Associates
New York
$743K -$30K -182 -4%
HA
1074
Herold Advisors
New York
$743K +$198K +1,200 +38%
CP
1075
Coho Partners
Pennsylvania
$743K +$713K +4,325 New

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.