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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
COCM
576
Charter Oak Capital Management
New Hampshire
$2.49M -$5.58K -35 -0.2%
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$2.48M -$10.4K -65 -0.4%
AAP
578
Arax Advisory Partners
Colorado
$2.48M -$193K -1,209 -7%
TFO
579
Tarbox Family Office
California
$2.46M
PJSIMP
580
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.45M +$443K +2,781 +23%
WFA
581
Wellspring Financial Advisors
Ohio
$2.44M +$1.75K +11 +0.1%
IFG
582
Investors Financial Group
Minnesota
$2.43M -$15.6K -98 -0.6%
AWM
583
Aevitas Wealth Management
Massachusetts
$2.42M +$3.98K +25 +0.2%
AA
584
Advisory Alpha
Michigan
$2.42M -$805K -5,054 -24%
B
585
Brightworth
Georgia
$2.4M +$25.8K +162 +1%
AWM
586
Atticus Wealth Management
Florida
$2.39M -$62.8K -394 -2%
CAN
587
Claraphi Advisory Network
United States
$2.39M +$140K +881 +6%
WAG
588
Winthrop Advisory Group
Massachusetts
$2.38M +$243K +1,524 +11%
CF
589
Centaurus Financial
California
$2.38M -$377K -2,366 -13%
VV
590
Verity & Verity
South Carolina
$2.38M +$1.3M +8,128 +131%
ACP
591
Aviance Capital Partners
Florida
$2.37M +$35.5K +223 +1%
MWM
592
Mascoma Wealth Management
New Hampshire
$2.36M +$418K +2,623 +21%
BFA
593
Beacon Financial Advisory
Ohio
$2.36M +$64.9K +407 +3%
SSWM
594
Smith Salley Wealth Management
North Carolina
$2.36M +$108K +678 +5%
TFA
595
Tobias Financial Advisors
Florida
$2.35M
BCA
596
Bay Colony Advisors
Massachusetts
$2.34M +$66.8K +419 +3%
SIC
597
Salem Investment Counselors
North Carolina
$2.34M -$65.7K -412 -3%
JFGIW
598
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.33M -$3.98K -25 -0.2%
AFP
599
Ausdal Financial Partners
Iowa
$2.32M +$249K +1,563 +12%
VHAM
600
Van Hulzen Asset Management
California
$2.32M +$11.2K +70 +0.5%

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.