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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
5L
526
55I LLC
Massachusetts
$3.24M +$1.37M +8,574 +69%
CA
527
CGN Advisors
Kansas
$3.23M -$3.27M -20,516 -49%
PFGIA
528
Patriot Financial Group Insurance Agency
Massachusetts
$3.22M -$6.48M -40,671 -66%
RFC
529
Regions Financial Corp
Alabama
$3.19M +$549K +3,448 +20%
GB
530
Gunma Bank
Japan
$3.18M
GLA
531
Good Life Advisors
Pennsylvania
$3.18M +$382K +2,395 +13%
MCM
532
Maple Capital Management
Vermont
$3.16M
FNBOMD
533
First National Bank of Mount Dora
Florida
$3.16M
SFG
534
Sovereign Financial Group
Connecticut
$3.14M +$67.4K +423 +2%
TVWM
535
Tower View Wealth Management
Wisconsin
$3.13M +$11K +69 +0.3%
DJSG
536
D.J. St. Germain
Massachusetts
$3.12M -$382K -2,397 -11%
GWM
537
Geneos Wealth Management
Colorado
$3.11M -$117K -734 -4%
IWC
538
Integrated Wealth Concepts
Massachusetts
$3.09M +$70.9K +445 +2%
PA
539
Pinnacle Associates
New York
$3.08M -$19.3K -121 -0.6%
RWMH
540
Riverpoint Wealth Management Holdings
Illinois
$3.07M +$11.6K +73 +0.4%
GHA
541
GW Henssler & Associates
Georgia
$3.05M +$81.6K +512 +3%
SFS
542
Strategic Financial Services
New York
$3.04M -$132K -827 -4%
CAM
543
Columbia Asset Management
Michigan
$3.03M +$1.29M +8,066 +69%
PPP
544
Private Portfolio Partners
New Jersey
$3.01M -$4.3K -27 -0.1%
LA
545
Latitude Advisors
Florida
$2.99M +$1.55M +9,743 +100%
CB
546
Commerce Bank
Missouri
$2.98M -$37K -232 -1%
SWPG
547
Strategic Wealth Partners Group
Illinois
$2.98M +$3.09M +19,372 New
MCM
548
Manchester Capital Management
Vermont
$2.96M +$1.87M +11,734 +156%
CNBTD
549
Citizens National Bank Trust Department
Mississippi
$2.96M +$13.1K +82 +0.4%
TC
550
Trilogy Capital
California
$2.95M +$332K +2,082 +12%

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.