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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
BWM
101
BerganKDV Wealth Management
Minnesota
$39.4M +$374K +2,268 +1%
NHC
102
Nicholas Hoffman & Company
Georgia
$39M +$610K +3,703 +2%
WA
103
Wealth Architects
California
$38.4M +$1.31M +7,939 +4%
KFAA
104
Klaas Financial Asset Advisors
Illinois
$37.9M +$1.37M +8,282 +4%
AAS
105
Ameritas Advisory Services
Nebraska
$37.9M +$36.3M +220,475 New
BP
106
Ballentine Partners
Massachusetts
$37.6M -$37.3K -226 -0.1%
RCA
107
Resonant Capital Advisors
Wisconsin
$37M +$2.26M +13,704 +7%
TCM
108
TD Capital Management
Tennessee
$36.4M +$373K +2,262 +1%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$36.2M -$213K -1,290 -0.6%
CIBC World Market
110
CIBC World Market
Ontario, Canada
$35.5M -$19.8K -120 -0.1%
SFA
111
Seneca Financial Advisors
New York
$35.5M -$271K -1,647 -0.8%
ECG
112
Edge Capital Group
Georgia
$35.4M +$931K +5,651 +3%
PI
113
PFS Investments
Georgia
$34.8M -$1.68M -10,217 -5%
GM
114
GeoWealth Management
Illinois
$34.4M +$22M +133,381 +199%
DT
115
Diversified Trust
Tennessee
$34.3M +$175K +1,064 +0.5%
TWP
116
Transparent Wealth Partners
Arkansas
$34.1M +$32.8M +198,831 New
EH
117
Equitable Holdings
New York
$34M -$179K -1,087 -0.5%
PFO
118
Pathstone Family Office
New Jersey
$33.8M +$754K +4,575 +2%
CL
119
CPWM LLC
Washington
$33.8M +$36.3M +220,112 New
TVAMP
120
Tennessee Valley Asset Management Partners
Tennessee
$33.3M +$2.07M +12,542 +7%
CFA
121
Carroll Financial Associates
North Carolina
$32.7M -$5.08M -30,790 -14%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$32.2M +$4.54M +27,537 +15%
BRWA
123
B. Riley Wealth Advisors
Florida
$32M -$336K -2,040 -1%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$31.7M +$1.83M +11,093 +6%
EA
125
Eclectic Associates
California
$31.6M +$937K +5,685 +3%

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.