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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
OSNBOA
1376
Old Second National Bank of Aurora
Illinois
$330K +$182K +1,102 +84%
SIC
1377
Sterling Investment Counsel
New York
$330K +$317K +1,921 New
AC
1378
Anson Capital
Georgia
$329K +$353K +2,142 New
DIA
1379
Dana Investment Advisors
Wisconsin
$328K +$494 +3 +0.2%
ICM
1380
IMS Capital Management
Oregon
$328K +$20.6K +125 +7%
HBT
1381
Hills Bank & Trust
Iowa
$327K
PCFFS
1382
Pacific Center for Financial Services
California
$326K +$989 +6 +0.3%
GAM
1383
Grandview Asset Management
Pennsylvania
$326K +$313K +1,897 New
GCIG
1384
Grand Central Investment Group
Florida
$325K -$88.8K -539 -22%
OPA
1385
Old Port Advisors
Maine
$324K -$15K -91 -5%
WCAMG
1386
Woodard & Company Asset Management Group
North Carolina
$322K -$8.24K -50 -3%
FM
1387
Foster & Motley
Ohio
$322K
MPM
1388
Meritage Portfolio Management
Kansas
$321K
DP
1389
Denver PWM
Colorado
$318K
Luther King Capital Management (LKCM)
1390
Luther King Capital Management (LKCM)
Texas
$317K
ES
1391
ETF Store
Kansas
$316K +$323K +1,961 New
AF
1392
Aldebaran Financial
$314K
NB
1393
NBT Bank
New York
$314K
PWM
1394
Palumbo Wealth Management
New York
$314K +$824 +5 +0.3%
CSWG
1395
Cardinal Strategic Wealth Guidance
Kentucky
$313K
VCM
1396
Vigilant Capital Management
Maine
$310K
BPC
1397
Banque Pictet & Cie
Switzerland
$309K
PNAA
1398
Pictet North America Advisors
Switzerland
$309K
PL
1399
Plancorp LLC
Missouri
$308K -$27.9K -169 -9%
EWM
1400
EPG Wealth Management
Georgia
$308K +$659 +4 +0.2%

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.