Vanguard Dividend Appreciation ETF
VIG
1,478 hedge funds and large institutions have $25.5B invested in Vanguard Dividend Appreciation ETF in 2021 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 654 increasing their positions, 471 reducing their positions, and 49 closing their positions.
127% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 49
39% more repeat investments, than reductions
Existing positions increased: 654 | Existing positions reduced: 471
19% more call options, than puts
Call options by funds: $57.5M | Put options by funds: $48.5M
8% more capital invested
Capital invested by funds: $23.7B → $25.5B (+$1.82B)
3% more funds holding
Funds holding: 1,440 → 1,478 (+38)
1.24% less ownership
Funds ownership: 44.01% → 42.77% (-1.2%)
3% less funds holding in top 10
Funds holding in top 10: 216 → 210 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$116M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$97.6M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$94.2M |
| 4 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$72.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$53.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$857M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$86.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$48M |
| 4 |
EGA
E&G Advisors
Houston,
Texas
|
-$42M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$37.3M |
VIG Hedge Fund Activity: Q2 2021 in Review
1,478 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2021, worth a combined $25.5B — up 7.7% from $23.7B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new VIG positions and 49 closed out — a net gain of 62 holders — while 654 added to existing stakes and 471 trimmed.
The largest buyer was Trek Financial, adding an estimated $116M. The largest seller was Financial Perspectives, cutting an estimated $857M.
- 1,478 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2021, up from 1,440 in Q1 2021.
- Funds reported $25.5B of Vanguard Dividend Appreciation ETF stock for Q2 2021, up 7.7% quarter-over-quarter.
- 111 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2021 and 49 closed out, a net change of +62 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q2 2021 was Trek Financial, an estimated $116M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q2 2021 was Financial Perspectives, an estimated $857M sold.
Based on aggregated 13F filings for Q2 2021.