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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
PA
176
PFG Advisors
Arizona
$20.2M +$400K +2,427 +2%
MGIA
177
Matthew Goff Investment Advisor
Texas
$20.2M +$6.32M +38,360 +6%
SI
178
SimpliFi Inc
California
$20.1M -$1.85M -11,204 -9%
CCM
179
Covington Capital Management
California
$20M -$126K -765 -0.7%
Northern Trust
180
Northern Trust
Illinois
$19.7M +$1.64M +9,928 +9%
JSL
181
JT Stratford LLC
Georgia
$19.6M +$95.6K +580 +0.5%
WFA
182
West Financial Advisors
Iowa
$19.4M -$813K -4,930 -4%
WIC
183
Whitegate Investment Counselors
New Hampshire
$19.3M -$3.51M -21,318 -16%
QCM
184
Quest Capital Management
Texas
$19.2M -$899K -5,456 -5%
LWA
185
LWS Wealth Advisors
New Jersey
$19.1M +$68.7K +417 +0.4%
DLDF
186
Dan L. Duncan Foundation
Texas
$19M +$18.2M +110,621 New
VWA
187
Visionary Wealth Advisors
Illinois
$19M +$299K +1,817 +2%
USAA
188
United Services Automobile Association
Texas
$18.8M
VA
189
Valmark Advisers
Ohio
$18.7M +$428K +2,599 +2%
RWG
190
Ratio Wealth Group
Colorado
$18.6M +$535K +3,245 +3%
REMPR
191
Roof Eidam Maycock Peralta (REMP)
California
$18.6M +$517K +3,139 +3%
JIC
192
JRM Investment Counsel
Nebraska
$18.5M +$258K +1,564 +1%
MA
193
Mutual Advisors
Nebraska
$18.5M -$582K -3,533 -3%
WBG
194
Wharton Business Group
Pennsylvania
$18.4M +$17.6M +107,078 New
MA
195
Montag & Associates
Georgia
$18.4M +$24.9K +151 +0.1%
GB
196
Goepper Burkhardt
South Carolina
$18.3M -$335K -2,030 -2%
AWA
197
Arete Wealth Advisors
Illinois
$17.9M +$911K +5,528 +6%
MWA
198
Martel Wealth Advisors
Washington
$17.6M -$68.4K -415 -0.4%
NW
199
NewEdge Wealth
Pennsylvania
$17.3M +$16.6M +100,862 New
EPWM
200
Essex Private Wealth Management
Massachusetts
$17.3M +$1.1M +6,669 +7%

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.