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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
WCWM
1101
Willow Creek Wealth Management
California
$694K +$2.47K +15 +0.4%
W
1102
Wealthquest
Ohio
$694K +$82.4K +500 +14%
ATC
1103
Argent Trust Co
Tennessee
$692K +$30.2K +183 +5%
AWM
1104
Avaii Wealth Management
Wisconsin
$685K +$657K +3,986 New
DWMG
1105
DB Wealth Management Group
California
$683K -$1.98K -12 -0.3%
AMM
1106
American Money Management
California
$679K -$7.91K -48 -1%
MFW
1107
Mosaic Family Wealth
Missouri
$677K +$33.8K +205 +5%
PP
1108
PrairieView Partners
Minnesota
$676K -$494 -3 -0.1%
MAM
1109
Meeder Asset Management
Ohio
$676K +$16.5K +100 +3%
TA
1110
Tiedemann Advisors
New York
$673K +$1.48K +9 +0.2%
JG
1111
Jefferies Group
New York
$673K +$2.31K +14 +0.4%
FNBOO
1112
First National Bank of Omaha
Nebraska
$671K +$644K +3,905 New
SCA
1113
Sage Capital Advisors
South Dakota
$667K
TMWM
1114
Taylor & Morgan Wealth Management
Michigan
$666K +$639K +3,875 New
SIG
1115
Spinnaker Investment Group
California
$662K +$680K +4,126 New
PW
1116
Peninsula Wealth
California
$659K +$633K +3,838 New
PSF
1117
Pacific Sun Financial
California
$657K -$29K -176 -4%
BCM
1118
Boltwood Capital Management
California
$657K -$20.6K -125 -3%
IAA
1119
Independent Advisor Alliance
North Carolina
$656K
WPA
1120
West Paces Advisors
Georgia
$654K +$81.6K +495 +15%
RC
1121
Roundview Capital
New Jersey
$648K -$7.75K -47 -1%
IB
1122
Intrust Bank
Kansas
$648K
PWLP
1123
Prio Wealth Limited Partnership
Massachusetts
$645K
CP
1124
Capital Planning
Washington
$643K +$11.2K +68 +2%
1W
1125
1776 Wealth
Georgia
$637K +$11.7K +71 +2%

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.