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Vanguard Dividend Appreciation ETF

1,486 hedge funds and large institutions have $26.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 662 increasing their positions, 472 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 52

40% more repeat investments, than reductions

Existing positions increased: 662 | Existing positions reduced: 472

3% more capital invested

Capital invested by funds: $25.5B → $26.3B (+$773M)

0.71% more ownership

Funds ownership: 42.76%43.47% (+0.71%)

1% more funds holding

Funds holding: 1,4771,486 (+9)

8% less call options, than puts

Call options by funds: $70.3M | Put options by funds: $76.7M

1% less funds holding in top 10

Funds holding in top 10: 209206 (-3)

Holders
1,486
Holders Change
+9
Holders Change %
+0.61%
% of All Funds
26.02%
Holding in Top 10
206
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.44%
% of All Funds
3.61%
New
94
Increased
662
Reduced
472
Closed
52
Calls
$70.3M
Puts
$76.7M
Net Calls
-$6.46M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Addison Advisors
Vermont
$12.7M +$10K +63 +0.1%
OPCM
227
Osborne Partners Capital Management
California
$12.6M +$307K +1,925 +2%
AAS
228
Avantax Advisory Services
Texas
$12.6M +$759K +4,762 +6%
BMCM
229
Bryn Mawr Capital Management
Pennsylvania
$12.6M -$91.6K -575 -0.7%
PIMG
230
Patriot Investment Management Group
Tennessee
$12.6M +$71.7K +450 +0.6%
MMA
231
Miracle Mile Advisors
California
$12.2M +$467K +2,928 +4%
EW
232
Evoke Wealth
California
$12.1M +$2.03M +12,728 +19%
CFA
233
Capstone Financial Advisors
Illinois
$12.1M -$3.58M -22,434 -22%
CAM
234
Cozad Asset Management
Illinois
$12M -$513K -3,221 -4%
MCM
235
Monument Capital Management
Virginia
$11.8M +$6.04M +37,921 +97%
FLPIM
236
F.L. Putnam Investment Management
Massachusetts
$11.8M +$519K +3,254 +4%
AO
237
Advisor OS
Illinois
$11.8M -$5.33M -33,468 -30%
SWP
238
Stratos Wealth Partners
Ohio
$11.8M +$327K +2,051 +3%
FFA
239
Freedman Financial Associates
Massachusetts
$11.8M +$1.6M +10,053 +15%
ACP
240
Ashfield Capital Partners
California
$11.7M -$61K -383 -0.5%
NL
241
NEPC LLC
Massachusetts
$11.7M
UCFA
242
United Capital Financial Advisors
Texas
$11.6M -$345K -2,168 -3%
WT
243
Whittier Trust
California
$11.6M -$629K -3,947 -5%
PWW
244
Pettyjohn Wood & White
Virginia
$11.4M +$16.4K +103 +0.1%
FM
245
Family Management
New York
$11.4M +$755K +4,735 +7%
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$11.4M -$4.74M -29,754 -29%
PD
247
Planning Directions
Pennsylvania
$11.3M +$891K +5,593 +8%
CWAG
248
Compton Wealth Advisory Group
Virginia
$10.9M -$413K -2,589 -4%
ECM
249
Evergreen Capital Management
Washington
$10.9M +$25.7K +161 +0.2%
IWP
250
IAG Wealth Partners
Wisconsin
$10.8M +$64.9K +407 +0.6%

VIG Hedge Fund Activity: Q3 2021 in Review

1,486 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2021, worth a combined $26.3B — up 3% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new VIG positions and 52 closed out — a net gain of 42 holders — while 662 added to existing stakes and 472 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $455M. The largest seller was Zions Bancorporation, cutting an estimated $84.9M.

  • 1,486 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2021, up from 1,477 in Q2 2021.
  • Funds reported $26.3B of Vanguard Dividend Appreciation ETF stock for Q3 2021, up 3% quarter-over-quarter.
  • 94 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2021 and 52 closed out, a net change of +42 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $455M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q3 2021 was Zions Bancorporation, an estimated $84.9M sold.

Based on aggregated 13F filings for Q3 2021.