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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
PA
1201
Parkside Advisors
California
$537K -$147K -892 -22%
CCT
1202
Capital City Trust
Florida
$537K -$4.95K -30 -0.9%
RTS
1203
Round Table Services
New Jersey
$537K
SL
1204
Salomon & Ludwin
Virginia
$537K
HIC
1205
Holderness Investments Company
North Carolina
$537K +$46.3K +281 +10%
MWM
1206
Madison Wealth Management
Ohio
$535K +$16.6K +101 +3%
DWM
1207
Destination Wealth Management
California
$533K -$54.2K -329 -10%
S
1208
SimplyRich
California
$533K
SFG
1209
Sowa Financial Group
Rhode Island
$532K -$17.6K -107 -3%
LPT
1210
Legacy Private Trust
Wisconsin
$527K
GAM
1211
Gould Asset Management
California
$526K +$42K +255 +9%
WCM
1212
Wealthcare Capital Management
Virginia
$526K +$70.1K +425 +16%
KSWA
1213
Kathleen S. Wright Associates
Pennsylvania
$524K +$503K +3,052 New
LNWTC
1214
Laird Norton Wetherby Trust Company
Washington
$523K +$7.75K +47 +2%
GT
1215
Glenview Trust
Kentucky
$523K +$98.9K +600 +25%
IWP
1216
Icon Wealth Partners
Texas
$519K +$20.6K +125 +4%
RCM
1217
Radnor Capital Management
Pennsylvania
$519K +$498K +3,020 New
C
1218
Certuity
Florida
$518K
CC
1219
Claybrook Capital
Massachusetts
$515K
EIP
1220
Ellis Investment Partners
Pennsylvania
$510K -$1.98K -12 -0.4%
FNC
1221
First National Corp
Massachusetts
$510K
Toronto Dominion Bank
1222
Toronto Dominion Bank
Ontario, Canada
$510K
KFA
1223
Kelleher Financial Advisors
New York
$509K -$277K -1,680 -36%
IA
1224
IAM Advisory
Pennsylvania
$506K -$31K -188 -6%
SCA
1225
Stonebridge Capital Advisors
Minnesota
$505K -$20.4K -124 -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.