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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
RCI
1276
RS Crum Inc
California
$456K +$438K +2,656 New
MCM
1277
Mengis Capital Management
Oregon
$451K +$165 +1 +0%
MWPCG
1278
Measured Wealth Private Client Group
New Hampshire
$446K
TSWM
1279
Tyler-Stone Wealth Management
Ohio
$446K +$428K +2,594 New
ONST
1280
Old North State Trust
North Carolina
$442K -$290K -1,757 -41%
BAAM
1281
Baker Avenue Asset Management
California
$442K
SFC
1282
SYM Financial Corp
Indiana
$442K
SBIA
1283
Sheaff Brock Investment Advisors
Indiana
$441K +$2.8K +17 +0.7%
MCWS
1284
McKinley Carter Wealth Services
West Virginia
$441K +$21.3K +129 +5%
RP
1285
Rowlandmiller & Partners
Georgia
$441K +$192K +1,165 +83%
BDF
1286
Black Diamond Financial
Maryland
$440K +$63.5K +385 +18%
SA
1287
Strategic Advisors
New York
$439K +$421K +2,557 New
FSC
1288
Full Sail Capital
Oklahoma
$436K
SYBT
1289
Stock Yards Bank & Trust
Kentucky
$436K
BAM
1290
Baldrige Asset Management
Pennsylvania
$436K +$165 +1 +0%
DW
1291
Domani Wealth
Pennsylvania
$436K +$137K +829 +49%
AMCA
1292
Arthur M. Cohen & Associates
Illinois
$433K -$33K -200 -7%
BHWM
1293
Bay Harbor Wealth Management
Maryland
$432K -$11K -67 -2%
SEP
1294
Southland Equity Partners
Missouri
$432K
CIAS
1295
CFS Investment Advisory Services
New Jersey
$429K -$7.09K -43 -2%
BAM
1296
Barrett Asset Management
New York
$429K +$4.12K +25 +1%
CA
1297
Carson Advisory
Georgia
$426K +$409K +2,483 New
OAM
1298
Oak Asset Management
California
$424K
CS
1299
Cannell & Spears
New York
$422K -$1.65K -10 -0.4%
AG
1300
Ascent Group
Virginia
$421K +$435K +2,638 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.