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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
Bank of America
1
Bank of America
North Carolina
$4.34B +$599M +3,632,646 +17%
Morgan Stanley
2
Morgan Stanley
New York
$1.77B +$69.7M +423,014 +4%
Wells Fargo
3
Wells Fargo
California
$1.21B +$34.1M +207,091 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.17B -$249M -1,509,460 -18%
UBS Group
5
UBS Group
Switzerland
$1.01B +$38.8M +235,397 +4%
Wealthfront Advisers
6
Wealthfront Advisers
California
$982M -$43.5M -264,019 -4%
JP Morgan Chase
7
JP Morgan Chase
New York
$811M -$111M -676,430 -13%
LPL Financial
8
LPL Financial
California
$780M +$31.1M +188,783 +4%
Citigroup
9
Citigroup
New York
$563M +$5.68M +34,466 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$544M +$12.8M +77,807 +3%
HWM
11
HB Wealth Management
Georgia
$525M +$504M +3,055,666 New
JMPWA
12
JP Morgan Private Wealth Advisors
California
$419M +$10.4M +63,077 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$369M +$6.04M +36,645 +2%
Ameriprise
14
Ameriprise
Minnesota
$367M -$10.5M -63,473 -3%
Charles Schwab
15
Charles Schwab
California
$357M +$16.9M +102,546 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$347M -$268K -1,628 -0.1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$345M -$2.72M -16,528 -0.8%
RJA
18
Raymond James & Associates
Florida
$291M +$6.73M +40,807 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$291M +$12M +72,667 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$289M -$3.02M -18,349 -1%
S
21
SignatureFD
Georgia
$268M +$12.1M +73,130 +5%
Truist Financial
22
Truist Financial
North Carolina
$253M +$552K +3,347 +0.2%
Osaic Holdings
23
Osaic Holdings
Arizona
$252M +$6.51M +39,492 +3%
Brown Advisory
24
Brown Advisory
Maryland
$210M +$12.3M +74,688 +7%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$199M -$1.15M -6,970 -0.6%

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.