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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
NSAM
1526
North Star Asset Management
Wisconsin
$226K
BC
1527
Barnett & Company
Tennessee
$225K +$176K +1,065 +436%
FWM
1528
ForthRight Wealth Management
Georgia
$225K +$216K +1,308 New
BFG
1529
Baron Financial Group
New Jersey
$225K
WWM
1530
Wolff Wiese Magana
California
$224K -$9.06K -55 -4%
NPA
1531
Nichols & Pratt Advisers
Massachusetts
$223K
PIM
1532
Penobscot Investment Management
Massachusetts
$223K +$214K +1,300 New
HA
1533
Harfst & Associates
Wyoming
$222K +$214K +1,296 New
RWA
1534
RGT Wealth Advisors
Texas
$221K -$275K -1,670 -57%
WF
1535
Whelan Financial
California
$221K +$212K +1,284 New
NWM
1536
NEIRG Wealth Management
Massachusetts
$221K +$212K +1,285 New
SAM
1537
Seelaus Asset Management
New Jersey
$221K +$212K +1,288 New
MCM
1538
Marathon Capital Management
Maryland
$219K +$210K +1,275 New
BMM
1539
Buffington Mohr McNeal
Idaho
$218K +$209K +1,268 New
DI
1540
DFPG Investments
Utah
$218K +$223K +1,351 New
CSA
1541
Cottage Street Advisors
Massachusetts
$217K +$209K +1,265 New
FWP
1542
Firethorn Wealth Partners
Georgia
$217K +$209K +1,265 New
PAM
1543
Private Asset Management
California
$216K +$207K +1,258 New
MS
1544
Madden Securities
Texas
$215K -$13.8K -84 -6%
EDRH
1545
Edmond de Rothschild Holding
Switzerland
$215K
UBV
1546
United Bank (Virginia)
Virginia
$215K +$206K +1,250 New
WFS
1547
Weitzel Financial Services
Iowa
$211K +$203K +1,231 New
NAM
1548
NTV Asset Management
West Virginia
$211K -$72K -437 -26%
CCM
1549
Condor Capital Management
New Jersey
$211K +$202K +1,226 New
BAM
1550
Blueshift Asset Management
New Jersey
$211K +$202K +1,227 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.