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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
FCA
376
FLC Capital Advisors
California
$6M -$11.8K -74 -0.2%
CA
377
Cambridge Advisors
Nebraska
$5.99M +$31.2K +196 +0.5%
LAM
378
LifePro Asset Management
California
$5.97M -$49.1K -308 -0.8%
PCM
379
Pennsylvania Capital Management
Pennsylvania
$5.94M -$12K -75 -0.2%
AP
380
Advisors Preferred
Maryland
$5.93M +$933K +5,853 +18%
PWM
381
Prentice Wealth Management
New York
$5.92M +$179K +1,126 +3%
IA
382
IFP Advisors
Florida
$5.92M +$101K +634 +2%
ASN
383
Advisory Services Network
Georgia
$5.88M +$1.91M +11,975 +45%
MP
384
McDonald Partners
Ohio
$5.83M -$138K -863 -2%
KPWS
385
Kestra Private Wealth Services
Texas
$5.79M +$523K +3,283 +10%
RCA
386
Reitz Capital Advisors
Michigan
$5.75M +$163K +1,023 +3%
KA
387
Kovack Advisors
Florida
$5.74M -$89.4K -561 -1%
MFA
388
McClarren Financial Advisors
Pennsylvania
$5.7M -$949K -5,956 -14%
EWMCB
389
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.66M +$3.67K +23 +0.1%
FWIA
390
Fort Washington Investment Advisors
Ohio
$5.62M -$502K -3,148 -8%
MSFS
391
Main Street Financial Solutions
Pennsylvania
$5.6M -$123K -769 -2%
CAG
392
Csenge Advisory Group
Florida
$5.56M +$109K +682 +2%
CFGS
393
Concourse Financial Group Securities
Alabama
$5.54M +$385K +2,419 +7%
TFCP
394
Twin Focus Capital Partners
Massachusetts
$5.53M +$44.9K +282 +0.8%
SLWA
395
San Luis Wealth Advisors
California
$5.49M +$5.7M +35,744 New
IA
396
Insight Advisors
Pennsylvania
$5.47M +$31.7K +199 +0.6%
CT
397
Cambridge Trust
Massachusetts
$5.45M -$167K -1,050 -3%
SL
398
Stevard LLC
Illinois
$5.45M
BF
399
BOK Financial
Oklahoma
$5.4M +$5.6M +35,158 New
TF
400
TIAA FSB
Florida
$5.39M -$88.9K -558 -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.