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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
LS
1626
Leelyn Smith
Illinois
$83K +$165 +1 +0.2%
PFA
1627
Professional Financial Advisors
Nebraska
$80K
DHGWA
1628
Dixon Hughes Goodman Wealth Advisors
North Carolina
$80K +$77.3K +469 New
HF
1629
Halpern Financial
Virginia
$76.6K
RCM
1630
Regency Capital Management
Hawaii
$76K -$16.2K -98 -18%
PSB
1631
Piscataqua Savings Bank
New Hampshire
$76K
MAWCM
1632
Mine & Arao Wealth Creation & Management
California
$75K
SC
1633
Steph & Co
Wisconsin
$73K
MRC
1634
Millburn Ridgefield Corp
New York
$70K -$198K -1,203 -75%
DAC
1635
Dividend Assets Capital
South Carolina
$69K -$147K -890 -69%
Group One Trading
1636
Group One Trading
Illinois
$69K +$65.9K +400 New
1IA
1637
1834 Investment Advisors
Wisconsin
$67K -$23.1K -140 -26%
CWA
1638
Carolina Wealth Advisors
South Carolina
$62K
CCA
1639
Column Capital Advisors
Indiana
$61K +$165 +1 +0.3%
LPP
1640
Life Planning Partners
Florida
$56K +$53.9K +327 New
VRM
1641
Vectors Research Management
New York
$54K
IRC
1642
Investors Research Corp
Georgia
$53K
CFB
1643
Cullen/Frost Bankers
Texas
$52K -$13.7K -83 -22%
HCM
1644
Horrell Capital Management
Arkansas
$52K
TCWM
1645
Total Clarity Wealth Management
Illinois
$52K
MHR
1646
Matthew Hamilton Rosenberg
$52K +$165 +1 +0.3%
BWL
1647
Bogart Wealth LLC
Virginia
$51K -$6.43K -39 -12%
ME
1648
McIlrath & Eck
Washington
$48K
WBC
1649
West Branch Capital
Massachusetts
$48K
EAM
1650
Eukles Asset Management
Ohio
$46K +$11.2K +68 +34%

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.