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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
B
1226
Bensler
Washington
$504K +$484K +2,935 New
QCG
1227
Quadrant Capital Group
Ohio
$501K -$4.95K -30 -1%
JC
1228
JB Capital
Connecticut
$501K +$7.75K +47 +2%
BAM
1229
Berkshire Asset Management
Pennsylvania
$500K +$20.3K +123 +4%
TWM
1230
Thrive Wealth Management
Pennsylvania
$500K +$480K +2,910 New
ML
1231
McAdam LLC
Pennsylvania
$495K +$19.3K +117 +4%
MJB
1232
Mark J. Bradley
$493K -$3.3K -20 -0.7%
VDBMI
1233
Van Den Berg Management I
Texas
$491K +$22.3K +135 +5%
PWM
1234
PBMares Wealth Management
Virginia
$488K -$13.2K -80 -3%
MFG
1235
Merit Financial Group
Georgia
$486K -$6.26K -38 -1%
B
1236
Bailard
California
$486K
RF
1237
RHS Financial
California
$486K
RA
1238
Rise Advisors
New York
$486K +$466K +2,829 New
SL
1239
SWMG LLC
Texas
$484K -$44.7K -271 -9%
RBCM
1240
Raub Brock Capital Management
California
$484K
CDH
1241
Charles D. Hyman
$483K +$1.48K +9 +0.3%
WIM
1242
Westside Investment Management
California
$481K -$244K -1,480 -4%
APC
1243
Asset Planning Corporation
Tennessee
$481K +$659 +4 +0.1%
MPI
1244
Mairs & Power Inc
Minnesota
$479K
WA
1245
Waverly Advisors
Alabama
$479K +$1.98K +12 +0.4%
JHCP
1246
Jackson Hole Capital Partners
Oklahoma
$478K
SPAS
1247
Spectrum Planning & Advisory Services
California
$477K
KP
1248
Keel Point
Alabama
$477K +$1.15K +7 +0.3%
TC
1249
TownSquare Capital
Utah
$475K +$456K +2,764 New
NL
1250
NVWM LLC
Pennsylvania
$474K -$4.95K -30 -1%

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.