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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
FWM
1351
Fingerlakes Wealth Management
New York
$357K +$343K +2,080 New
CCB
1352
Cutter & Co Brokerage
Missouri
$356K -$16.3K -99 -5%
E
1353
ETFidea
New York
$355K +$341K +2,068 New
WCA
1354
Westover Capital Advisors
Delaware
$355K -$1.48K -9 -0.4%
GCP
1355
Gill Capital Partners
Colorado
$355K
TNBTD
1356
Trustmark National Bank Trust Department
Mississippi
$355K
MWP
1357
Meridian Wealth Partners
Pennsylvania
$353K +$11.5K +70 +4%
PWA
1358
Phoenix Wealth Advisors
North Carolina
$350K
BF
1359
Blankinship & Foster
California
$349K -$9.89K -60 -3%
GP
1360
Girard Partners
Pennsylvania
$349K
FFM
1361
Forum Financial Management
Illinois
$349K +$335K +2,030 New
WB
1362
Webster Bank
Connecticut
$345K +$20.9K +127 +7%
FF
1363
FourThought Financial
Florida
$343K
STA
1364
Summit Trail Advisors
New York
$343K +$329K +1,995 New
BCCM
1365
Bridge Creek Capital Management
Massachusetts
$342K +$29.7K +180 +10%
LCM
1366
LVM Capital Management
Michigan
$341K +$8.57K +52 +3%
KWM
1367
Keebeck Wealth Management
Illinois
$340K +$1.15K +7 +0.4%
MCM
1368
Mattern Capital Management
Colorado
$339K -$989 -6 -0.3%
SWA
1369
SFMG Wealth Advisors
Texas
$339K +$8.41K +51 +3%
WF
1370
Welch & Forbes
Massachusetts
$337K -$16.5K -100 -5%
JAG
1371
Journey Advisory Group
Kentucky
$337K +$22.1K +134 +7%
CWM
1372
Cordatus Wealth Management
Pennsylvania
$337K +$323K +1,961 New
SDAM
1373
Shulman DeMeo Asset Management
New York
$335K +$494 +3 +0.2%
NA
1374
Navellier & Associates
Nevada
$335K +$1.32K +8 +0.4%
CFS
1375
Capital Financial Services
New York
$334K +$16.5K +100 +5%

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.