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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
CCC
301
Crescent Capital Consulting
Louisiana
$7.9M -$2.25M -14,103 -22%
IA
302
IFG Advisory
Georgia
$7.89M +$49.4K +310 +0.6%
KCPG
303
Kavar Capital Partners Group
Kansas
$7.86M -$91.5K -574 -1%
1WA
304
180 Wealth Advisors
Washington
$7.86M -$100K -629 -1%
WLIM
305
White Lighthouse Investment Management
Massachusetts
$7.78M +$420K +2,638 +5%
OC
306
Oppenheimer & Co
New York
$7.75M +$210K +1,316 +3%
HWA
307
HHM Wealth Advisors
Tennessee
$7.73M +$421K +2,639 +6%
SWA
308
Safir Wealth Advisors
New Hampshire
$7.72M +$12.3K +77 +0.2%
SWA
309
Stratos Wealth Advisors
Ohio
$7.68M +$752K +4,720 +10%
DCM
310
Donaldson Capital Management
Indiana
$7.61M -$101K -633 -1%
CAL
311
Capital Analysts LLC
Pennsylvania
$7.57M -$77.3K -485 -1%
SWM
312
Spire Wealth Management
Virginia
$7.53M -$870K -5,458 -10%
JWCA
313
J.W. Cole Advisors
Florida
$7.51M +$60.6K +380 +0.8%
WCG
314
Weaver Consulting Group
California
$7.44M -$83.8K -526 -1%
SFP
315
Sandbox Financial Partners
Maryland
$7.38M -$2.48M -15,537 -24%
CCG
316
Chatham Capital Group
Georgia
$7.38M +$433K +2,714 +6%
FAIM
317
Financial Advocates Investment Management
Washington
$7.37M +$4.38M +27,512 +134%
VVP
318
Venture Visionary Partners
Ohio
$7.35M +$1.17M +7,356 +18%
GWAG
319
Garrett Wealth Advisory Group
Texas
$7.34M -$179K -1,124 -2%
HH
320
Hilltop Holdings
Texas
$7.29M +$3.07M +19,265 +68%
TGAM
321
TBH Global Asset Management
Tennessee
$7.21M -$90.2K -566 -1%
CAG
322
Crestwood Advisors Group
Massachusetts
$7.19M -$19.6K -123 -0.3%
OHIS
323
Oak Harvest Investment Services
Texas
$7.15M +$542K +3,398 +8%
JMFC
324
J.M. Forbes & Co
Massachusetts
$7.08M +$83.2K +522 +1%
MOS
325
MGO One Seven
Ohio
$7.06M +$116K +730 +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.