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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
DI
1151
Disciplined Investments
Oklahoma
$595K -$14.8K -90 -3%
FA
1152
Fermata Advisors
California
$594K -$153K -928 -21%
CAM
1153
Covenant Asset Management
New Jersey
$594K -$15.2K -92 -3%
FNWM
1154
Financial Network Wealth Management
Utah
$592K +$38.7K +235 +7%
MWM
1155
Minot Wealth Management
Massachusetts
$591K +$22.7K +138 +4%
MAA
1156
Matrix Asset Advisors
New York
$590K -$16.3K -99 -3%
RWA
1157
Redmont Wealth Advisors
Illinois
$590K +$566K +3,435 New
VFM
1158
Vivid Financial Management
California
$588K
AP
1159
Appleton Partners
Massachusetts
$586K +$36.9K +224 +7%
BWM
1160
Blossom Wealth Management
California
$586K +$95.1K +577 +20%
SWM
1161
Stockman Wealth Management
Montana
$585K -$165 -1 -0%
FWM
1162
Frontier Wealth Management
Missouri
$585K +$330 +2 +0.1%
WPC
1163
Wedmont Private Capital
Pennsylvania
$584K +$573K +3,479 New
Fisher Asset Management
1164
Fisher Asset Management
Washington
$583K -$440K -2,670 -44%
AT
1165
Arden Trust
Delaware
$582K -$824 -5 -0.1%
DHFB
1166
Dixon Hubard Feinour & Brown
Virginia
$578K -$7.91K -48 -1%
NEWAS
1167
N.E.W. Advisory Services
Wisconsin
$578K -$1.15K -7 -0.2%
HCM
1168
Hengehold Capital Management
Ohio
$575K -$10.4K -63 -2%
RF
1169
Rollins Financial
Georgia
$575K +$551K +3,345 New
RM
1170
Resource Management
Louisiana
$574K +$1.15K +7 +0.2%
MFG
1171
Magnus Financial Group
New York
$574K +$1.98K +12 +0.4%
APG
1172
Abacus Planning Group
South Carolina
$574K +$25.7K +156 +5%
CWG
1173
Crown Wealth Group
North Carolina
$574K +$551K +3,341 New
VIM
1174
Vista Investment Management
Pennsylvania
$572K -$3.46K -21 -0.6%
GT
1175
Greenleaf Trust
Michigan
$572K +$166K +1,005 +43%

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.