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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
BFS
1251
Beacon Financial Strategies
North Carolina
$473K -$4.78K -29 -1%
ST
1252
Smithfield Trust
Pennsylvania
$473K
DFS
1253
Dixon Fnancial Services
California
$473K +$454K +2,756 New
F
1254
F3Logic
Minnesota
$470K +$50.4K +306 +13%
1832 Asset Management
1255
1832 Asset Management
Ontario, Canada
$469K
HR
1256
Howe & Rusling
New York
$468K -$3.13K -19 -0.7%
FWM
1257
Focused Wealth Management
New York
$468K
MWM
1258
MBE Wealth Management
Wisconsin
$468K
CHC
1259
City Holding Co
West Virginia
$467K -$21.4K -130 -4%
NCM
1260
Noesis Capital Mangement
Florida
$467K
CRWM
1261
Castle Rock Wealth Management
California
$466K -$43.7K -265 -8%
SAM
1262
SignalPoint Asset Management
Missouri
$466K +$25.7K +156 +6%
AIM
1263
Acropolis Investment Management
Missouri
$465K +$48.8K +296 +12%
VCM
1264
Virtue Capital Management
Tennessee
$465K +$145K +879 +48%
WOC
1265
West Oak Capital
California
$464K +$82.4K +500 +23%
MF
1266
Montis Financial
Massachusetts
$463K
IC
1267
Intersect Capital
California
$460K -$24.2K -147 -5%
ST
1268
Sageworth Trust
Pennsylvania
$460K
KCFA
1269
Key Client Fiduciary Advisors
New Jersey
$460K +$442K +2,679 New
AGP
1270
Autumn Glory Partners
Texas
$459K +$441K +2,673 New
HTHT
1271
Hemenway Trust Hemenway Trust
New Hampshire
$458K +$27.7K +168 +7%
PS
1272
Planned Solutions
California
$458K +$440K +2,668 New
OL
1273
Optas LLC
Texas
$457K
WCF
1274
West Coast Financial
California
$456K -$52.7K -320 -11%
JF
1275
JSF Financial
California
$456K +$90.3K +548 +26%

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.