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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
HCA
1501
Heck Capital Advisors
Wisconsin
$237K
TF
1502
TimeScale Financial
Massachusetts
$237K -$989 -6 -0.4%
FB
1503
Fulton Bank
Pennsylvania
$237K
CCM
1504
Crossvault Capital Management
Texas
$236K
JEST
1505
JTC Employer Solutions Trustee
Jersey
$236K
BIA
1506
Benchmark Investment Advisors
Illinois
$236K +$226K +1,374 New
IIM
1507
Ipswich Investment Management
Massachusetts
$235K
FPCM
1508
Financial Partners Capital Management
New York
$235K -$2.8K -17 -1%
POIA
1509
Pin Oak Investment Advisors
Texas
$231K
GWM
1510
GSB Wealth Management
Connecticut
$231K +$222K +1,348 New
CDIA
1511
Capital Directions Investment Advisors
Georgia
$230K
RMC
1512
Resources Management Corp
Connecticut
$230K
SCM
1513
Shelton Capital Management
Colorado
$230K
CRI
1514
Colonial River Investments
Virginia
$230K +$220K +1,337 New
PCG
1515
Prosperity Consulting Group
Maryland
$230K +$230K +1,394 New
PCA
1516
Peddock Capital Advisors
Massachusetts
$229K +$165 +1 +0.1%
OWA
1517
One Wealth Advisors
California
$228K +$494 +3 +0.2%
TPW
1518
TL Private Wealth
Texas
$228K +$989 +6 +0.4%
AWA
1519
Archvest Wealth Advisors
California
$228K +$218K +1,325 New
XF
1520
XML Financial
Maryland
$228K +$219K +1,330 New
KWA
1521
Kellett Wealth Advisors
Ohio
$227K +$218K +1,323 New
B
1522
BetterWealth
California
$227K +$218K +1,324 New
SWM
1523
Sanctuary Wealth Management
Idaho
$227K +$218K +1,324 New
1WM
1524
1900 Wealth Management
Texas
$226K
EWP
1525
Engrave Wealth Partners
Texas
$226K

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.