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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
SMG
326
Smart Money Group
Texas
$7.05M -$195K -1,221 -3%
Koshinski Asset Management
327
Koshinski Asset Management
Illinois
$7.04M +$2.36M +14,831 +48%
BWM
328
Benchmark Wealth Management
Connecticut
$7.03M -$414K -2,596 -5%
ABC
329
Associated Banc-Corp
Wisconsin
$6.98M +$152K +951 +2%
NPI
330
New Perspectives Inc
Mississippi
$6.95M +$69.6K +437 +1%
BFO
331
Boston Family Office
Massachusetts
$6.9M +$1.29M +8,119 +22%
HI
332
Human Investing
Oregon
$6.86M +$143K +899 +2%
MWP
333
MYCIO Wealth Partners
Pennsylvania
$6.86M +$810K +5,080 +13%
SFA
334
Souders Financial Advisors
Ohio
$6.83M +$120K +750 +2%
AIC
335
Archer Investment Corporation
Indiana
$6.82M -$713K -4,473 -9%
NP
336
NorthRock Partners
Minnesota
$6.81M -$489K -3,068 -7%
DBRC
337
D.B. Root & Company
Pennsylvania
$6.76M -$39.8K -250 -0.6%
WT
338
Washington Trust
Rhode Island
$6.76M +$256K +1,606 +4%
PP
339
Palladium Partners
Virginia
$6.75M -$152K -951 -2%
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$6.7M +$42.7K +268 +0.6%
SMC
341
Smith, Moore & Co
Missouri
$6.69M +$159K +995 +2%
FMBTD
342
First Midwest Bank Trust Division
Illinois
$6.68M -$528K -3,311 -7%
MAFM
343
Mid Atlantic Financial Management
Pennsylvania
$6.67M +$318K +1,994 +5%
MFS
344
McNamara Financial Services
Massachusetts
$6.64M -$115K -723 -2%
FFC
345
Fure Financial Corporation
Minnesota
$6.63M -$1.79M -11,206 -21%
RFA
346
Radnor Financial Advisors
Pennsylvania
$6.61M +$170K +1,065 +3%
FANJ
347
Financial Architects (New Jersey)
New Jersey
$6.58M +$447K +2,804 +7%
WA1
348
Wimmer Associates 1
California
$6.57M -$429K -2,691 -6%
KL
349
KWMG LLC
Kansas
$6.53M +$84.8K +532 +1%
PGFC
350
Peapack-Gladstone Financial Corp
New Jersey
$6.53M +$3.96M +24,869 +141%

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.