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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
ACM
1701
Absolute Capital Management
Pennsylvania
$6.18K +$5.93K +36 New
MS
1702
Mizuho Securities
Japan
$6K +$165 +1 +3%
SIAP
1703
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K +$1.32K +8 +30%
CFN
1704
Cordasco Financial Network
Florida
$5K
GTAM
1705
Global Trust Asset Management
Florida
$5K
SWA
1706
SOA Wealth Advisors
New York
$5K
FCAS
1707
First Command Advisory Services
Texas
$5K +$4.45K +27 New
GWMIA
1708
Global Wealth Management Investment Advisory
Florida
$4K +$1.81K +11 +79%
LFA
1709
Level Financial Advisors
New York
$4K +$3.79K +23 New
FHC
1710
First Heartland Consultants
Missouri
$3.26K +$660K +4,006 +27%
JMF
1711
Johnson Midwest Financial
Iowa
$3K
MRCM
1712
M&R Capital Management
New Jersey
$3K +$3.3K +20 New
LWMNY
1713
Landmark Wealth Management (New York)
New York
$3K +$2.47M +14,966 New
FFG
1714
Ford Financial Group
California
$1.16K +$1.15K +7 +0.1%
BBHC
1715
Brown Brothers Harriman & Co
New York
$1.15K
BIM
1716
Baldwin Investment Management
Pennsylvania
$1.13K +$222K +1,347 +26%
LPWM
1717
Lake Point Wealth Management
Texas
$1K
TIM
1718
Tevis Investment Management
Texas
$1K +$1.15K +7 New
LWM
1719
Liberty Wealth Management
California
$326 -$306K -1,857 Closed
CP
1720
Castleview Partners
Texas
$232 +$6.57M +39,846 New
WP
1721
WMS Partners
Maryland
-$16.8M -109,533 Closed
JGIA
1722
Jackson Grant Investment Advisers
Connecticut
-$14.7M -95,981 Closed
NL
1723
NEPC LLC
Massachusetts
-$11.7M -76,200 Closed
SEM
1724
Strategic Equity Management
Arizona
-$8.13M -52,947 Closed
ELI
1725
Empire Life Investments
Ontario, Canada
-$6.51M -42,400 Closed

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.