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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
AFM
551
Abbot Financial Management
Massachusetts
$2.95M +$131K +823 +4%
CG
552
Caprock Group
Idaho
$2.95M +$5.26K +33 +0.2%
IWM
553
IHT Wealth Management
Illinois
$2.94M -$1.37M -8,598 -31%
SMG
554
Spectrum Management Group
Indiana
$2.91M +$901K +5,656 +43%
SFS
555
Sowell Financial Services
Arkansas
$2.9M -$696K -4,366 -19%
PAMG
556
Patton Albertson Miller Group
Tennessee
$2.9M -$7.17K -45 -0.2%
MFA
557
Mayflower Financial Advisors
Massachusetts
$2.84M +$50.8K +319 +2%
MFW
558
Meristem Family Wealth
Minnesota
$2.77M +$1.26M +7,907 +78%
OCG
559
Opus Capital Group
Ohio
$2.75M -$25K -157 -0.9%
SW
560
StrongBox Wealth
Missouri
$2.73M -$21K -132 -0.7%
KeyBank National Association
561
KeyBank National Association
Ohio
$2.71M +$63.7K +400 +2%
YWP
562
YorkBridge Wealth Partners
New York
$2.71M +$35.1K +220 +1%
TFGT
563
TS Financial Group (TSFG)
Illinois
$2.69M +$149K +934 +6%
NAS
564
Nicolet Advisory Services
Wisconsin
$2.69M -$33.5K -210 -1%
SCA
565
St. Clair Advisors
Ohio
$2.69M
TP
566
Tranquility Partners
Tennessee
$2.66M +$165K +1,037 +6%
WAP
567
Wealthcare Advisory Partners
Pennsylvania
$2.63M -$821K -5,149 -23%
NFG
568
Nations Financial Group
Iowa
$2.6M -$76K -477 -3%
HC
569
Hoese & Co
Minnesota
$2.55M -$69.3K -435 -3%
COF
570
Capital One Financial
Virginia
$2.55M -$285K -1,791 -10%
BAM
571
Belpointe Asset Management
Nevada
$2.54M -$130K -817 -5%
SCM
572
Spreng Capital Management
Ohio
$2.53M +$23.1K +145 +0.9%
CIC
573
Cutler Investment Counsel
Oregon
$2.51M +$96.7K +607 +4%
BFS
574
Bradley Foster & Sargent
Connecticut
$2.51M +$402K +2,522 +18%
MSA
575
Marino Stram & Associates
Massachusetts
$2.5M -$177K -1,108 -6%

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.