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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
IPW
1601
IronBridge Private Wealth
Texas
$127K
SAS
1602
Stelac Advisory Services
New York
$121K
EWM
1603
Edge Wealth Management
New York
$120K -$18.1K -110 -14%
BAM
1604
Bellevue Asset Management
Washington
$120K
LFG
1605
Leverty Financial Group
Wisconsin
$119K +$115K +696 New
IFAM
1606
Institutional & Family Asset Management
Colorado
$116K
CCM
1607
Cribstone Capital Management
Maine
$114K
MIM
1608
Macroview Investment Management
Maryland
$111K
SWM
1609
Selective Wealth Management
Virginia
$109K +$330 +2 +0.3%
ATC
1610
Adirondack Trust Company
New York
$108K
MWC
1611
MBM Wealth Consultants
Missouri
$107K
AP
1612
Atwood & Palmer
Missouri
$105K
NOI
1613
Newton One Investments
Delaware
$103K +$494 +3 +0.5%
NFSG
1614
Newbridge Financial Services Group
Florida
$103K +$49.6K +301 +102%
NIC
1615
Northwest Investment Counselors
Oregon
$103K +$98.7K +599 New
WAM
1616
WFA Asset Management
Wisconsin
$98.8K +$94.8K +575 New
BLC
1617
Brown, Lisle/Cummings
Rhode Island
$96.2K +$92.3K +560 New
HI
1618
Hudock Inc
Pennsylvania
$94K +$165 +1 +0.2%
AWM
1619
Avondale Wealth Management
Texas
$89K
EI
1620
Ellevest Inc
New York
$88K +$30.8K +187 +57%
TLCM
1621
Twin Lakes Capital Management
California
$87K +$165 +1 +0.2%
VC
1622
Vestor Capital
Illinois
$86K
PCG
1623
Private Capital Group
Connecticut
$85K -$41K -249 -33%
TFA
1624
Toth Financial Advisory
Virginia
$84K -$50.6K -307 -39%
S
1625
Surevest
California
$84K +$80.3K +487 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.