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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
PP
126
PDS Planning
Ohio
$31.5M +$711K +4,311 +2%
CP
127
Corbenic Partners
Pennsylvania
$31.3M +$1.39M +8,460 +5%
KBFS
128
Kohmann Bosshard Financial Services
Ohio
$31.3M +$737K +4,472 +3%
MAC
129
Mason & Associates (California)
California
$31.2M +$29.9M +181,656 New
NA
130
NewEdge Advisors
Louisiana
$31M +$11.9M +71,912 +66%
BCM
131
Brookstone Capital Management
Illinois
$30.3M +$2.94M +17,842 +11%
M&T Bank
132
M&T Bank
New York
$29.6M -$1.24M -7,519 -4%
US Bancorp
133
US Bancorp
Minnesota
$29M +$783K +4,752 +3%
SI
134
Stephens Inc
Arkansas
$28.6M -$978K -5,933 -3%
FCM
135
Firestone Capital Management
Florida
$28.6M +$437K +2,652 +2%
CWC
136
Carolinas Wealth Consulting
North Carolina
$28.2M -$957K -5,804 -3%
CAN
137
Cetera Advisor Networks
California
$27.9M -$3.35M -20,309 -11%
BPA
138
Beacon Pointe Advisors
California
$27.7M -$1.3M -7,871 -5%
CAL
139
Capital Advisors Ltd
Ohio
$27.5M +$58.8K +357 +0.2%
SFG
140
StrategIQ Financial Group
Indiana
$27M +$278K +1,688 +1%
HT
141
Hefren-Tillotson
Pennsylvania
$26.9M +$2.29M +13,900 +13%
FI
142
FIDELIS iM
Oregon
$26.4M +$510K +3,096 +2%
RC
143
Rovin Capital
Arizona
$25.8M +$3.64M +22,094 +17%
AIMCA
144
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.8M
GLLW
145
Graves Light Lenhart Wealth
Virginia
$25.4M +$366K +2,219 +2%
AA
146
Ancora Advisors
Ohio
$25.4M +$193K +1,172 +0.8%
CFA
147
Cahill Financial Advisors
Minnesota
$24.8M -$630K -3,824 -3%
LWANC
148
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.5M +$192K +1,167 +0.8%
BSSFA
149
Baron Silver Stevens Financial Advisors
Florida
$24.3M +$4.07M +24,701 +21%
HFS
150
Howard Financial Services
Texas
$24.2M +$2.65M +16,075 +13%

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.