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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
LC
1126
Lindbrook Capital
California
$637K +$273K +1,654 +81%
BIM
1127
Bridges Investment Management
Nebraska
$636K
RWP
1128
Revolve Wealth Partners
New Jersey
$636K +$610K +3,701 New
SMA
1129
Sage Mountain Advisors
Georgia
$631K +$606K +3,675 New
WCP
1130
Wick Capital Partners
Pennsylvania
$630K +$605K +3,670 New
Bank Julius Baer & Co
1131
Bank Julius Baer & Co
Switzerland
$627K +$142K +860 +31%
CMS
1132
Capital Market Strategies
Florida
$626K +$601K +3,644 New
HCM
1133
Howland Capital Management
Massachusetts
$622K +$287K +1,739 +92%
EP
1134
Edgestream Partners
New Jersey
$620K +$269K +1,635 +83%
SWM
1135
Soundmark Wealth Management
Washington
$619K +$4.95K +30 +0.8%
ORC
1136
O'Rourke & Company
Massachusetts
$619K +$595K +3,607 New
Financial Engines Advisors
1137
Financial Engines Advisors
California
$618K +$86.2K +523 +17%
TFS
1138
Thoroughbred Financial Services
Tennessee
$617K +$494 +3 +0.1%
OCPWS
1139
One Charles Private Wealth Services
Massachusetts
$615K +$330 +2 +0.1%
JWBC
1140
John W. Brooker & Co
California
$615K +$15.3K +93 +3%
CPSAC
1141
Chas P. Smith & Associates (CPS)
Florida
$610K
MKA
1142
M. Kulyk & Associates
Georgia
$609K +$76.2K +462 +15%
IAP
1143
Indie Asset Partners
Indiana
$606K -$24.7K -150 -4%
BWM
1144
BCS Wealth Management
Tennessee
$601K
BHWA
1145
Beacon Harbor Wealth Advisors
Virginia
$601K
SC
1146
Stephens Consulting
Michigan
$599K +$575K +3,488 New
CB
1147
Cadence Bank
Mississippi
$599K
CA
1148
CapWealth Advisors
Tennessee
$596K -$83.6K -507 -13%
FPFS
1149
First Personal Financial Services
North Carolina
$596K -$47.8K -290 -8%
FWCM
1150
Ferguson Wellman Capital Management
Oregon
$596K +$22.7K +138 +4%

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.