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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
SAF
251
Smith Anglin Financial
Texas
$10.8M +$1.08M +6,799 +11%
CCT
252
Country Club Trust
Missouri
$10.7M -$273K -1,714 -2%
EVM
253
Eaton Vance Management
Massachusetts
$10.6M +$1.82M +11,401 +14%
MWA
254
Motive Wealth Advisors
Michigan
$10.6M +$762K +4,783 +7%
LIM
255
Leavell Investment Management
Alabama
$10.5M -$1.02M -6,430 -9%
SIAG
256
Safeguard Investment Advisory Group
California
$10.3M +$794K +4,985 +8%
BNP Paribas Financial Markets
257
BNP Paribas Financial Markets
France
$10.3M +$6.92M +43,417 +183%
CIC
258
Carnegie Investment Counsel
Ohio
$10.3M -$96.6K -606 -0.9%
GM
259
GeoWealth Management
Illinois
$10.3M +$10.7M +66,994 New
ICMP
260
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.2M -$935K -5,865 -8%
CA
261
Cornerstone Advisory
Maryland
$10.1M -$24.1K -151 -0.2%
ACI
262
Alpha Cubed Investments
California
$10.1M +$1.39M +8,723 +15%
DFG
263
Demars Financial Group
Washington
$10M -$1.2M -7,507 -10%
CWA
264
Clarity Wealth Advisors
California
$9.97M +$809K +5,079 +8%
CAG
265
Compass Advisory Group
New York
$9.95M +$337K +2,113 +3%
RIA
266
Regal Investment Advisors
Michigan
$9.92M +$470K +2,948 +5%
SWM
267
Segment Wealth Management
Texas
$9.91M +$285K +1,789 +3%
MAM
268
Madison Asset Management
Wisconsin
$9.86M -$4.87M -30,588 -32%
CPFP
269
Clear Perspectives Financial Planning
Ohio
$9.82M -$2.46M -15,432 -19%
SVWAG
270
Sound View Wealth Advisors Group
Georgia
$9.77M -$56.3K -353 -0.6%
RSWM
271
Robertson Stephens Wealth Management
California
$9.69M +$3.72M +23,348 +59%
LNB
272
Ledyard National Bank
$9.69M -$362K -2,273 -3%
CWM
273
Cornerstone Wealth Management
Missouri
$9.65M -$34.9K -219 -0.3%
SCA
274
Snowden Capital Advisors
New York
$9.59M -$1.52M -9,547 -13%
RIL
275
Rothschild Investment LLC
Illinois
$9.46M +$23.3K +146 +0.2%

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.