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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
FCM
1401
Fourpath Capital Management
Oklahoma
$308K +$296K +1,794 New
CCM
1402
Cullen Capital Management
New York
$308K +$296K +1,795 New
KFS
1403
Kaizen Financial Strategies
California
$307K +$494 +3 +0.2%
HAS
1404
Holland Advisory Services
Florida
$306K +$293K +1,780 New
NCM
1405
Neumann Capital Management
California
$304K
HCM
1406
Hilton Capital Management
New York
$302K +$15.2K +92 +6%
FTS
1407
Fifth Third Securities
Ohio
$302K +$55.2K +335 +24%
IFPL
1408
Investments & Financial Planning LLC
Kentucky
$302K +$307K +1,864 New
FCH
1409
Freestone Capital Holdings
Washington
$301K +$289K +1,751 New
AL
1410
ACAS LLC
California
$300K
SAM
1411
Summit Asset Management
Tennessee
$300K
WAM
1412
Walker Asset Management
Missouri
$300K +$288K +1,747 New
RWP
1413
Ridgecrest Wealth Partners
California
$299K +$287K +1,742 New
CF
1414
Convergence Financial
Missouri
$298K +$286K +1,736 New
MCA
1415
Maryland Capital Advisors
Maryland
$297K +$285K +1,727 New
IAIM
1416
Industrial Alliance Investment Management
Quebec, Canada
$297K +$285K +1,732 New
FTC
1417
Farmers Trust Company
Ohio
$296K
LA
1418
Lakeside Advisors
Washington
$296K +$284K +1,723 New
EPA
1419
Element Pointe Advisors
Florida
$292K
IPW
1420
Intergy Private Wealth
Colorado
$292K +$280K +1,700 New
WMA
1421
Wealth Management Associates
New Jersey
$291K
WFA
1422
Websterrogers Financial Advisors
South Carolina
$291K -$37.3K -226 -12%
CC
1423
Courier Capital
New York
$291K
FDCC
1424
Foster Dykema Cabot & Co
Massachusetts
$291K
I
1425
INVST
Indiana
$291K +$4.12K +25 +1%

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.