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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
IIC
1426
Integrated Investment Consultants
Michigan
$291K +$40.7K +247 +17%
IBOK
1427
Independence Bank of Kentucky
Kentucky
$288K
VST
1428
Van Strum & Towne
California
$285K
ST
1429
Spinnaker Trust
Maine
$285K +$18.1K +110 +7%
FCG
1430
Financial Connections Group
California
$283K +$272K +1,653 New
DY
1431
Dowling & Yahnke
California
$281K -$120K -726 -31%
AWMG
1432
Alliance Wealth Management Group
New Jersey
$281K
TCM
1433
Towercrest Capital Management
Pennsylvania
$281K
CA
1434
Claro Advisors
Massachusetts
$281K +$37.3K +226 +16%
Wolverine Trading
1435
Wolverine Trading
Illinois
$279K -$368K -2,233 -58%
HHGA
1436
Halbert Hargrove Global Advisors
California
$279K +$1.15K +7 +0.4%
SC
1437
Schubert & Co
Texas
$279K +$267K +1,622 New
WDG
1438
Wealth Dimensions Group
Ohio
$278K
MIC
1439
Means Investment Company
Maine
$277K +$165 +1 +0.1%
BSB
1440
Bangor Savings Bank
Maine
$276K
CNC
1441
Canandaigua National Corp
New York
$276K
FCCM
1442
First City Capital Management
Georgia
$275K -$824 -5 -0.3%
BPM
1443
Bowling Portfolio Management
Ohio
$275K
SFI
1444
SPC Financial Inc
Maryland
$275K +$11K +67 +4%
CC
1445
Commons Capital
Massachusetts
$275K +$264K +1,601 New
BCM
1446
BTR Capital Management
California
$274K
BO
1447
Bank OZK
Arkansas
$274K +$29.7K +180 +13%
P
1448
&Partners
Tennessee
$273K +$262K +1,591 New
HVP
1449
Hudson Value Partners
Florida
$271K
RI
1450
Rinkey Investments
California
$271K +$264K +1,604 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.