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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
SLWA
1726
San Luis Wealth Advisors
California
-$5.49M -35,744 Closed
GRP
1727
Global Retirement Partners
California
-$5.06M -32,948 Closed
HF
1728
HRT Financial
New York
-$4.52M -29,403 Closed
TRCT
1729
Tower Research Capital (TRC)
New York
-$3.46M -22,513 Closed
Twin Tree Management
1730
Twin Tree Management
Texas
-$1.74M -10,563 Closed
Simplex Trading
1731
Simplex Trading
Illinois
-$1.59M -9,644 Closed
SBH
1732
Segall Bryant & Hamill
Illinois
-$1.43M -9,334 Closed
Renaissance Technologies
1733
Renaissance Technologies
New York
-$1.38M -9,000 Closed
BOS
1734
Bingham Osborn & Scarborough
California
-$1.31M -8,548 Closed
GLA
1735
Great Lakes Advisors
Illinois
-$1.27M -8,264 Closed
CAGAS
1736
Capital Advisory Group Advisory Services
Minnesota
-$1.16M -7,548 Closed
BWA
1737
Beam Wealth Advisors
Louisiana
-$859K -5,590 Closed
PLU
1738
Performa Ltd (US)
South Carolina
-$756K -4,923 Closed
AI
1739
AXS Investments
New York
-$708K -4,608 Closed
TI
1740
Trexquant Investment
Connecticut
-$618K -4,023 Closed
MG
1741
Mather Group
Illinois
-$606K -3,944 Closed
YIH
1742
Y-Intercept (HK)
Hong Kong
-$564K -3,670 Closed
SG Americas Securities
1743
SG Americas Securities
New York
-$555K -3,616 Closed
FWM
1744
FFT Wealth Management
Pennsylvania
-$554K -3,607 Closed
VF
1745
Virtu Financial
New York
-$527K -3,432 Closed
FC
1746
Fulcrum Capital
Washington
-$469K -3,054 Closed
PWM
1747
Praetorian Wealth Management
California
-$442K -2,879 Closed
NAG
1748
Northstar Advisory Group
New Jersey
-$426K -2,775 Closed
CST
1749
Charles Schwab Trust
Nevada
-$387K -2,517 Closed
LA
1750
LVW Advisors
New York
-$374K -2,438 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.