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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
CWP
1576
Concord Wealth Partners
Virginia
$179K +$172K +1,041 New
OC
1577
Oakworth Capital
Alabama
$178K
CWM
1578
Consultiva Wealth Management
Puerto Rico
$177K +$494 +3 +0.3%
HCP
1579
Hexagon Capital Partners
Arkansas
$176K
CWS
1580
Confluence Wealth Services
Pennsylvania
$175K +$168K +1,020 New
FFC
1581
First Financial Corp
Indiana
$172K
PWMG
1582
Prestige Wealth Management Group
New Jersey
$172K +$48.8K +296 +42%
PCA
1583
Providence Capital Advisors
North Carolina
$171K
AssetMark Inc
1584
AssetMark Inc
California
$170K +$83.7K +508 +106%
PP
1585
Pacifica Partners
Canada
$167K +$330 +2 +0.2%
AWM
1586
Abound Wealth Management
Tennessee
$165K +$158K +961 New
HH
1587
HWG Holdings
Texas
$164K +$157K +955 New
PGAM
1588
Princeton Global Asset Management
New Jersey
$163K +$68.6K +416 +78%
HFA
1589
HC Financial Advisors
California
$159K +$149K +905 +5,028%
PFBT
1590
Parkside Financial Bank & Trust
Missouri
$158K -$2.47K -15 -2%
MPWT
1591
MassMutual Private Wealth & Trust
Connecticut
$155K +$18.8K +114 +15%
RDFA
1592
Ritter Daniher Financial Advisory
Ohio
$153K -$9.89K -60 -6%
RBC
1593
Roble Belko & Company
Pennsylvania
$151K
SCA
1594
Sandy Cove Advisors
Massachusetts
$146K +$140K +848 New
TCM
1595
Tradewinds Capital Management
Washington
$145K -$108K -655 -44%
LFG
1596
Larson Financial Group
Missouri
$145K -$2.31K -14 -2%
GC
1597
Garde Capital
Washington
$142K -$33.3K -202 -20%
SJIA
1598
St. James Investment Advisors
New York
$133K +$128K +775 New
FCMT
1599
Founders Capital Management (Texas)
Texas
$132K +$8.24K +50 +7%
BBPWM
1600
Blue Bell Private Wealth Management
Pennsylvania
$129K -$1.32K -8 -1%

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.