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Vanguard Dividend Appreciation ETF

1,487 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: 42.77%43.47% (+0.71%)

1% more funds holding

Funds holding: 1,4781,487 (+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: 210207 (-3)

Holders
1,487
Holders Change
+9
Holders Change %
+0.61%
% of All Funds
26.03%
Holding in Top 10
207
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.43%
% of All Funds
3.62%
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
NWS
451
Newport Wealth Strategies
California
$4.36M -$194K -1,218 -4%
DAS
452
Dynamic Advisor Solutions
Arizona
$4.31M +$203K +1,272 +5%
SDH
453
Sloy Dahl & Holst
Washington
$4.31M +$255K +1,601 +6%
FHA
454
First Horizon Advisors
Tennessee
$4.31M +$4.15M +26,059 +1,303%
PWMG
455
Pinnacle Wealth Management Group
Michigan
$4.27M -$144K -902 -3%
SC
456
Savant Capital
Illinois
$4.25M +$681K +4,272 +18%
TCOV
457
Trust Company of Vermont
Vermont
$4.23M +$70.6K +443 +2%
TYCC
458
Texas Yale Capital Corp
Florida
$4.23M +$2.46M +15,409 +127%
HL
459
HeadInvest LLC
Maine
$4.21M +$77K +483 +2%
DE
460
Day & Ennis
Georgia
$4.21M -$50K -314 -1%
CFO
461
CVA Family Office
Colorado
$4.21M -$68.2K -428 -1%
FA
462
Flagstar Advisors
New York
$4.2M +$4.35M +27,328 New
CFG
463
Citizens Financial Group
Rhode Island
$4.18M +$2.15M +13,512 +99%
SW
464
SkyOak Wealth
Michigan
$4.16M +$65.5K +411 +2%
HC
465
Henshaw Capital
Massachusetts
$4.15M
Bessemer Group
466
Bessemer Group
New Jersey
$4.13M -$455K -2,853 -10%
SBL
467
Sargent Bickham Lagudis
Colorado
$4.12M +$2.95M +18,493 +222%
BA
468
Bridgewater Advisors
New York
$4.12M -$32.5K -204 -0.8%
OPW
469
Oxler Private Wealth
New York
$4.1M +$167K +1,047 +4%
CCM
470
Canal Capital Management
Virginia
$4.06M +$1.76M +11,055 +72%
GW
471
GW & Wade
Massachusetts
$4.03M +$62.5K +392 +2%
RBFC
472
Roman Butler Fullerton & Co
Missouri
$4.03M +$150K +940 +4%
RC
473
Rinet Company
Massachusetts
$4M +$26.5K +166 +0.6%
SWM
474
SeaCrest Wealth Management
New York
$4M +$430K +2,700 +12%
JBA
475
Johnson Bixby & Associates
Washington
$3.99M -$36K -226 -0.9%

VIG Hedge Fund Activity: Q3 2021 in Review

1,487 of the 5,713 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.

  • 1,487 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2021, up from 1,478 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.