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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
TT
1326
TI-Trust
Illinois
$391K +$375K +2,278 New
OCM
1327
One Capital Management
California
$390K +$375K +2,273 New
BRC
1328
Bell Rock Capital
Delaware
$385K +$369K +2,237 New
VNA
1329
Valley National Advisers
Pennsylvania
$384K
GWSG
1330
GPS Wealth Strategies Group
Colorado
$382K +$105K +639 +40%
TAM
1331
Trillium Asset Management
Massachusetts
$382K +$367K +2,226 New
GG
1332
Gleason Group
Kentucky
$380K +$1.81K +11 +0.5%
AIM
1333
Aspen Investment Management
Michigan
$379K
AWG
1334
Altus Wealth Group
Colorado
$378K +$66.8K +405 +23%
RDWM
1335
Red Door Wealth Management
Tennessee
$376K +$75.5K +458 +26%
BFC
1336
Bedel Financial Consulting
Indiana
$375K -$19.8K -120 -5%
FWI
1337
Facet Wealth Inc
Maryland
$375K +$360K +2,185 New
FAN
1338
Financial Advisors Network
California
$374K -$41.2K -250 -10%
NGA
1339
Naples Global Advisors
Florida
$372K -$28.8K -175 -7%
EWG
1340
Executive Wealth Group
Washington
$372K
SDWMA
1341
Schneider Downs Wealth Management Advisors
Pennsylvania
$370K -$2.47K -15 -0.7%
RTL
1342
Red Tortoise LLC
Georgia
$370K
TWP
1343
Tempus Wealth Planning
California
$370K +$29.8K +181 +9%
CWM
1344
Cedar Wealth Management
California
$368K
TLFA
1345
True Link Financial Advisors
California
$368K
CPP
1346
Capasso Planning Partners
South Carolina
$368K +$353K +2,140 New
HFS
1347
Heritage Financial Services
Massachusetts
$363K +$348K +2,113 New
CANC
1348
Culbertson A N & Co
Virginia
$360K -$306K -1,854 -47%
TW
1349
TrinityPoint Wealth
Connecticut
$359K +$5.93K +36 +2%
WMP
1350
Wealth Management Partners
Arizona
$357K -$12.9K -78 -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.