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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
MFT
1651
Moisand Fitzgerald Tamayo
Florida
$44K
CH
1652
Canton Hathaway
Rhode Island
$43K
DWA
1653
Dougherty Wealth Advisers
Minnesota
$43K
PCTC
1654
Perkins Coie Trust Company
Washington
$43K
CBT
1655
CoreFirst Bank & Trust
Kansas
$41K
CFG
1656
CKW Financial Group
Hawaii
$40K
PAI
1657
Pittenger & Anderson Inc
Nebraska
$40K
AFS
1658
Annapolis Financial Services
Maryland
$40K +$20.3K +123 +115%
VAM
1659
Vienna Asset Management
California
$35K +$33.1K +201 New
TF
1660
Tompkins Financial
New York
$34K
BA
1661
Bivin & Associates
Oklahoma
$34K +$33K +200 New
WFS
1662
Widmann Financial Services
Maryland
$34K +$33K +200 New
CWAF
1663
Core Wealth Advisors (Florida)
Florida
$33K
PA
1664
PSI Advisors
Florida
$33K
LWA
1665
Lenox Wealth Advisors
New York
$33K +$1.98K +12 +7%
ETI
1666
Enterprise Trust & Investment
California
$33K +$13.5K +82 +75%
OIA
1667
Optimum Investment Advisors
Illinois
$32K +$27.7K +168 +988%
TCWA
1668
Ten Capital Wealth Advisors
Washington
$31K
CIA
1669
Cascade Investment Advisors
Oregon
$30.1K
IAG
1670
Investmark Advisory Group
Connecticut
$30K +$29K +176 New
JWM
1671
Janiczek Wealth Management
Colorado
$27K
SIS
1672
Sound Income Strategies
Florida
$27K
DAM
1673
Delta Asset Management
Tennessee
$26K -$2.47K -15 -9%
KFI
1674
Key Financial Inc
Pennsylvania
$26K
WTA
1675
Washington Trust Advisors
Massachusetts
$26K +$24.7K +150 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.