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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
GFS
151
GYL Financial Synergies
Connecticut
$24.1M +$22.1M +134,069 +2,111%
EDRIA
152
Edmonds Duncan Registered Investment Advisors
Kansas
$24.1M +$411K +2,495 +2%
MAM
153
McCarthy Asset Management
California
$24M +$79.8K +484 +0.3%
SPIA
154
Steward Partners Investment Advisory
New York
$24M +$664K +4,027 +3%
LWMG
155
Levy Wealth Management Group
Pennsylvania
$23.4M -$502K -3,045 -2%
AT
156
American Trust
Kentucky
$23.1M +$22.2M +134,613 New
APA
157
American Portfolios Advisors
New York
$23M +$184K +1,116 +0.8%
IAN
158
Integrated Advisors Network
Texas
$22.9M +$2.2M +13,374 +11%
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$22.9M +$11M +66,463 +99%
IFA
160
Interactive Financial Advisors
Illinois
$22.8M +$6.19M +37,556 +39%
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$22.8M +$21.8M +132,527 New
EWA
162
EP Wealth Advisors
California
$22.7M -$800K -4,852 -4%
BWFA
163
Baltimore-Washington Financial Advisors
Maryland
$22.6M +$1.6M +9,682 +8%
MIAN
164
Mariner Independent Advisor Network
Kansas
$22.4M -$3.32M -20,125 -13%
GWM
165
Gray Wealth Management
Maine
$22.4M +$836K +5,074 +4%
CCM
166
Coldstream Capital Management
Washington
$22.3M -$407K -2,468 -2%
CA
167
Capital Advantage
California
$22.1M -$786K -4,767 -3%
AWS
168
AJ Wealth Strategies
New York
$22M +$7.07M +42,890 +50%
ARC
169
Advisor Resource Council
Texas
$21.7M +$19.3M +117,392 +1,348%
BSW
170
Buckingham Strategic Wealth
Missouri
$21.4M +$119K +719 +0.6%
SFS
171
Searcy Financial Services
Kansas
$21.1M -$48.1K -292 -0.2%
IAS
172
Investment Advisory Services
Texas
$21M +$508K +3,084 +3%
GC
173
Gibson Capital
Pennsylvania
$20.5M
DA
174
Detalus Advisors
Missouri
$20.3M +$321K +1,949 +2%
CAWM
175
Capital Advisors Wealth Management
Washington
$20.2M +$709K +4,300 +4%

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.