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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
DLCIG
1176
D.L. Carlson Investment Group
New Hampshire
$571K -$86.7K -526 -14%
LFA
1177
Legacy Financial Advisors
Kentucky
$570K +$91K +552 +20%
EWA
1178
Exencial Wealth Advisors
Oklahoma
$569K +$206K +1,251 +61%
SCA
1179
Scott Capital Advisors
Oregon
$568K +$545K +3,307 New
PIA
1180
Perennial Investment Advisors
California
$567K +$151K +917 +38%
Chevy Chase Trust
1181
Chevy Chase Trust
Maryland
$566K -$366K -2,223 -40%
RW
1182
RVW Wealth
California
$565K
APIM
1183
Agate Pass Investment Management
Washington
$565K +$542K +3,291 New
GC
1184
Gratus Capital
Georgia
$564K +$14.3K +87 +3%
TCOO
1185
Trust Company of Oklahoma
Oklahoma
$562K
SFG
1186
Summit Financial Group
West Virginia
$562K +$136K +825 +34%
TDC
1187
Thompson Davis & Co
Virginia
$560K +$538K +3,261 New
NLG
1188
New Legacy Group
New York
$557K +$535K +3,246 New
PAM
1189
Peak Asset Management
Colorado
$556K
ICG
1190
InterOcean Capital Group
Tennessee
$556K +$165 +1 +0%
CCM
1191
Crew Capital Management
Ohio
$555K +$532K +3,230 New
CAG
1192
Compass Advisory Group
New York
$551K -$10.2M -61,585 -95%
KFP
1193
KMG Fiduciary Partners
Ohio
$550K +$3.63K +22 +0.7%
OBGC
1194
O'Brien Greene & Co
Pennsylvania
$548K +$494 +3 +0.1%
ACM
1195
AlphaStar Capital Management
North Carolina
$547K -$4.95K -30 -0.9%
FW
1196
FirstPurpose Wealth
Utah
$547K +$525K +3,184 New
TI
1197
Truepoint Inc
Ohio
$544K +$119K +720 +29%
SPWM
1198
Schrum Private Wealth Management
Florida
$544K +$521K +3,158 New
MWP
1199
Madison Wealth Partners
Wisconsin
$538K +$22.3K +135 +5%
RG
1200
Rathbones Group
United Kingdom
$538K +$516K +3,130 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.