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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
FCFS
501
First Command Financial Services
Texas
$3.57M -$493K -3,094 -12%
LCS
502
Levin Capital Strategies
New York
$3.53M
JPG
503
Jordan Park Group
California
$3.52M +$3.65M +22,915 New
CIM
504
Corda Investment Management
Texas
$3.52M +$89.1K +559 +3%
WSFS
505
Wilmington Savings Fund Society
Delaware
$3.51M -$17.4K -109 -0.5%
FMN
506
Financial Management Network
California
$3.51M +$67.2K +422 +2%
RIG
507
Roosevelt Investment Group
New York
$3.51M +$18.8K +118 +0.5%
TRCT
508
Tower Research Capital (TRC)
New York
$3.46M -$79.4K -498 -2%
BCA
509
Berman Capital Advisors
Georgia
$3.44M +$12.6K +79 +0.4%
BCWM
510
Bartlett & Co Wealth Management
Ohio
$3.44M
BC
511
Bartlett & Co
Ohio
$3.44M
BOH
512
Bank of Hawaii
Hawaii
$3.42M -$73.3K -460 -2%
CFP
513
Curran Financial Partners
South Carolina
$3.38M +$322K +2,021 +10%
CIA
514
Compass Ion Advisors
Pennsylvania
$3.38M +$881K +5,531 +34%
MW
515
Marcum Wealth
Ohio
$3.38M +$319 +2 +0%
KPW
516
Kore Private Wealth
New York
$3.35M -$27.1K -170 -0.8%
FWM
517
Fairhaven Wealth Management
Illinois
$3.35M
IFG
518
Independent Financial Group
California
$3.34M -$59.6K -374 -2%
JIC
519
Johnson Investment Counsel
Ohio
$3.31M +$632K +3,969 +23%
BWM
520
Baystate Wealth Management
Massachusetts
$3.3M -$480K -3,010 -12%
CWG
521
Cornerstone Wealth Group
North Carolina
$3.28M -$5.42K -34 -0.2%
LFAS
522
Level Four Advisory Services
Texas
$3.26M -$859K -5,393 -20%
WFA
523
Wade Financial Advisory
California
$3.26M -$48.6K -305 -1%
PCA
524
Personal Capital Advisors
California
$3.25M +$144K +903 +4%
IFO
525
Independent Family Office
New York
$3.24M

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.