We are live on ! Find out more
VIG icon

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
MBFW
1676
Morton Brown Family Wealth
Pennsylvania
$25K +$24.1K +146 New
CMA
1677
Cedar Mountain Advisors
Oregon
$23K
PK
1678
Pflug Koory
Nebraska
$22K
ANBT
1679
American National Bank & Trust
Texas
$21K
BCM
1680
Bourgeon Capital Management
Connecticut
$20K
KCM
1681
KRS Capital Management
Michigan
$20K +$20.1K +122 New
UCB
1682
United Community Bank
South Carolina
$17.7K +$17K +103 New
SWA
1683
Sutton Wealth Advisors
Florida
$17.2K +$16.5K +100 New
AW
1684
Avion Wealth
Texas
$17K
TSW
1685
Thompson Siegel & Walmsley
Virginia
$17K
CWM
1686
CarsonAllaria Wealth Management
Illinois
$17K +$16.5K +100 New
MMG
1687
Monetary Management Group
Missouri
$17K +$16.5K +100 New
FPWM
1688
FSB Premier Wealth Management
Iowa
$17K +$16.6K +101 New
CSWM
1689
Cassady Schiller Wealth Management
Ohio
$15K +$14.7K +89 New
CBT
1690
Central Bank & Trust
Kentucky
$14K +$13.8K +84 New
GFPC
1691
Global Financial Private Client
Florida
$12.4K
MAM
1692
Mystic Asset Management
Rhode Island
$12K +$12.4K +75 New
HNWA
1693
Henrickson Nauta Wealth Advisors
Michigan
$11K +$10.9K +66 New
CFFP
1694
Center for Financial Planning
Michigan
$10K
TFA
1695
Transamerica Financial Advisors
Florida
$10K
GWMI
1696
Guardian Wealth Management (Illinois)
Illinois
$10K +$9.39K +57 New
IAS
1697
IMA Advisory Services
Colorado
$9K -$15.3K -93 -63%
SN
1698
Sittner & Nelson
Oregon
$9K
PP
1699
PFS Partners
New Jersey
$8.01K +$7.75K +47 New
MP
1700
McDonald Partners
Ohio
$6.18K -$6.25M -37,901 -100%

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.