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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
BFA
1476
Bragg Financial Advisors
North Carolina
$252K
SLA
1477
Silver Lake Advisory
Utah
$252K +$21.8K +132 +10%
BAM
1478
Bosun Asset Management
Illinois
$252K +$242K +1,470 New
CPSC
1479
Carl P. Sherr & Co
Massachusetts
$251K +$12K +73 +5%
FFA
1480
First Foundation Advisors
California
$251K +$14.8K +90 +7%
GSAM
1481
Grant Street Asset Management
Pennsylvania
$251K +$241K +1,460 New
ACG
1482
Allen Capital Group
Nebraska
$250K
MFS
1483
Madrona Financial Services
Washington
$249K
CWM
1484
Campbell Wealth Management
Virginia
$248K
AC
1485
Abbrea Capital
California
$248K +$165 +1 +0.1%
OA
1486
Operose Advisors
Wisconsin
$248K +$238K +1,445 New
DP
1487
Dearborn Partners
Illinois
$247K
TIM
1488
Tortoise Investment Management
New York
$247K
WCM
1489
Windsor Capital Management
Arizona
$246K
AIS
1490
American Investment Services
Massachusetts
$245K
FA
1491
FDx Advisors
Illinois
$245K +$235K +1,425 New
RWM
1492
Rockwood Wealth Management
Pennsylvania
$244K +$234K +1,422 New
MCM
1493
MV Capital Management
Maryland
$243K
SW
1494
SteelPeak Wealth
California
$243K
DG
1495
Doman Group
New York
$243K +$233K +1,414 New
DA
1496
Dash Acquisitions
California
$241K
AUB
1497
Atlantic Union Bankshares
Virginia
$240K
IMOV
1498
Investment Management of Virginia
Virginia
$240K
EC
1499
Enhancing Capital
Pennsylvania
$240K +$231K +1,400 New
SFP
1500
Shepherd Financial Partners
Massachusetts
$239K +$230K +1,393 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.