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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
FHB
1451
First Hawaiian Bank
Hawaii
$270K
DPI
1452
Diversified Portfolios Inc
Michigan
$268K
WA
1453
Waddell & Associates
Tennessee
$267K
CAP
1454
Columbia Advisory Partners
Washington
$267K +$256K +1,552 New
AC
1455
Arjuna Capital
North Carolina
$266K
EA
1456
Ellsworth Advisors
Ohio
$266K
HI
1457
Hendershot Investments
Virginia
$266K
AWM
1458
Accurate Wealth Management
Florida
$264K
CC
1459
Cadinha & Co
Hawaii
$264K
OCM
1460
Orleans Capital Management
Louisiana
$264K
BFG
1461
Berger Financial Group
Minnesota
$264K +$25.4K +154 +11%
FCIM
1462
Fairview Capital Investment Management
California
$263K
OFS
1463
Oldfather Financial Services
Nebraska
$263K
DA
1464
Doliver Advisors
Texas
$260K -$249K -1,511 -49%
BlackRock
1465
BlackRock
New York
$260K -$8.74K -53 -3%
SCP
1466
Shorepoint Capital Partners
Massachusetts
$259K +$330 +2 +0.1%
HA
1467
HC Advisors
Georgia
$258K
DWM
1468
Denver Wealth Management
Colorado
$258K +$247K +1,500 New
MPCL
1469
My Personal CFO LLC
Washington
$258K +$248K +1,505 New
WIP
1470
WealthCare Investment Partners
Rhode Island
$257K +$247K +1,496 New
BTW
1471
Boston Trust Walden
Massachusetts
$256K
WG
1472
Welch Group
Alabama
$256K +$824 +5 +0.3%
BWG
1473
Beta Wealth Group
California
$255K
TCM
1474
Triumph Capital Management
Colorado
$255K
CFS
1475
Cannon Financial Strategists
Georgia
$253K

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.