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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
CIA
351
Capital Investment Advisors
Georgia
$6.53M +$242K +1,521 +4%
ELI
352
Empire Life Investments
Ontario, Canada
$6.51M +$31.9K +200 +0.5%
CPWA
353
Cerro Pacific Wealth Advisors
California
$6.47M -$86.4K -542 -1%
LGWM
354
Litman Gregory Wealth Management
California
$6.46M +$5.67M +35,566 +550%
FP
355
Financial Perspectives
Minnesota
$6.44M +$304K +1,907 +5%
NSIM
356
North Star Investment Management
Illinois
$6.43M +$149K +936 +2%
EWM
357
Evercore Wealth Management
New York
$6.41M -$619K -3,884 -9%
TFS
358
TrustCore Financial Services
Tennessee
$6.4M +$74.9K +470 +1%
AWP
359
Accretive Wealth Partners
New Jersey
$6.35M +$105K +660 +2%
DWM
360
Defined Wealth Management
Oregon
$6.34M +$383K +2,403 +6%
LB
361
Leo Brokerage
Texas
$6.31M +$14.2K +89 +0.2%
SC
362
SouthState Corp
Florida
$6.3M +$5.58K +35 +0.1%
RJT
363
Raymond James Trust
Florida
$6.25M -$126K -791 -2%
SPC
364
Sigma Planning Corp
Michigan
$6.24M +$93.5K +587 +1%
ARIS
365
Advanced Research Investment Solutions
California
$6.21M +$1.61M +10,128 +33%
ONB
366
Old National Bancorp
Indiana
$6.21M -$105K -661 -2%
WANY
367
Wealthspire Advisors (New York)
New York
$6.16M -$328K -2,056 -5%
BFEC
368
Benjamin F. Edwards & Company
Missouri
$6.16M -$106K -668 -2%
EFS
369
Essex Financial Services
Connecticut
$6.15M +$796K +4,992 +14%
PWM
370
Peterson Wealth Management
Nevada
$6.09M +$138K +867 +2%
GVAG
371
Great Valley Advisor Group
Delaware
$6.07M +$71.4K +448 +1%
CS
372
Comerica Securities
Michigan
$6.07M +$49.4K +310 +0.8%
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.06M +$170K +1,068 +3%
CTC
374
Central Trust Company
Missouri
$6.04M +$216K +1,357 +4%
BIA
375
Bigelow Investment Advisors
Maine
$6.01M -$404K -2,534 -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.