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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
JC
201
JBF Capital
Colorado
$17.2M
MI
202
Mercer Investments
Massachusetts
$16.9M +$4.29K +26 +0%
CFS
203
CRA Financial Services
New Jersey
$16.7M +$186K +1,129 +1%
JFA
204
Johanson Financial Advisors
California
$16.6M +$1.36M +8,225 +9%
NF
205
Nikulski Financial
Iowa
$16.6M +$652K +3,958 +4%
SIM
206
Studio Investment Management
Illinois
$16.6M -$14.2K -86 -0.1%
HWA
207
Heritage Wealth Advisors
Virginia
$16.3M -$441K -2,676 -3%
HW
208
Hamilton Wealth
California
$16.1M -$4.62K -28 -0%
FC
209
Fusion Capital
South Carolina
$16.1M +$791K +4,799 +5%
AC
210
Apella Capital
Connecticut
$16.1M -$194K -1,174 -1%
GWM
211
Geneos Wealth Management
Colorado
$16M +$12.1M +73,374 +366%
EVM
212
Eaton Vance Management
Massachusetts
$15.9M +$22.3K +135 +0.1%
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$15.8M +$12.4M +75,028 +438%
KWM
214
Kingsview Wealth Management
Oregon
$15.8M +$437K +2,653 +3%
FHA
215
Flagship Harbor Advisors
Massachusetts
$15.8M +$1.56M +9,488 +12%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$15.7M +$1.22M +7,426 +9%
WWM
217
Western Wealth Management
Colorado
$15.6M +$15M +90,904 New
FWP
218
FAS Wealth Partners
Kansas
$15.6M -$5.2M -31,568 -26%
CRC
219
Curi RMB Capital
Illinois
$15.6M +$650K +3,941 +5%
RFM
220
Royal Fund Management
Florida
$15.5M +$286K +1,735 +2%
HCM
221
HM Capital Management
Missouri
$15.5M +$7.58K +46 +0.1%
SC
222
Scotia Capital
Ontario, Canada
$15.3M -$158K -956 -1%
KCM
223
Karp Capital Management
California
$15.3M +$375K +2,277 +3%
EW
224
Evoke Wealth
California
$15.1M +$1.51M +9,153 +12%
BFG
225
Beacon Financial Group
Texas
$15.1M -$1.74M -10,560 -11%

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.