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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
FF
401
Fluent Financial
Texas
$5.33M -$198K -1,243 -3%
ACS
402
Archford Capital Strategies
Illinois
$5.33M +$334K +2,094 +6%
HCM
403
Hollencrest Capital Management
California
$5.32M +$23.6K +148 +0.4%
PFA
404
Plotkin Financial Advisors
Maryland
$5.28M +$604K +3,788 +12%
WTC
405
WhitTier Trust Company
Nevada
$5.28M -$149K -933 -3%
RMAM
406
Raab & Moskowitz Asset Management
New Jersey
$5.26M +$12.6K +79 +0.2%
Mirae Asset Global Investments
407
Mirae Asset Global Investments
South Korea
$5.26M +$2.01M +12,600 +58%
DI
408
DAGCO Inc
Ohio
$5.26M +$282K +1,772 +5%
MG
409
MilWealth Group
Wisconsin
$5.25M +$511K +3,206 +10%
PCIA
410
Prime Capital Investment Advisors
Kansas
$5.24M +$323K +2,027 +6%
HNB
411
Huntington National Bank
Ohio
$5.24M -$28.7K -180 -1%
Prudential Financial
412
Prudential Financial
New Jersey
$5.24M -$614K -3,856 -10%
CAC
413
Certified Advisory Corp
Florida
$5.17M +$16.1K +101 +0.3%
SSI
414
Scott & Selber Inc
Texas
$5.16M -$706K -4,433 -12%
TA
415
TrueWealth Advisors
Alabama
$5.09M -$84.9K -533 -2%
GRP
416
Global Retirement Partners
California
$5.06M -$284K -1,783 -5%
BWA
417
BDO Wealth Advisors
Florida
$5.03M +$1.26M +7,881 +32%
FPS
418
Fieldpoint Private Securities
Connecticut
$5.01M +$328K +2,057 +7%
RC
419
RegentAtlantic Capital
New Jersey
$4.98M +$47.6K +299 +0.9%
HT
420
Heritage Trust
Oklahoma
$4.95M -$178K -1,118 -3%
Natixis Advisors
421
Natixis Advisors
Massachusetts
$4.95M +$115K +719 +2%
HWM
422
Howard Wealth Management
Connecticut
$4.88M -$115K -721 -2%
NG
423
Northstar Group
New York
$4.88M +$180K +1,129 +4%
JWBC
424
J.W. Burns & Co
New York
$4.86M -$81.3K -510 -2%
CFO
425
Colony Family Offices
North Carolina
$4.85M -$164K -1,030 -3%

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.