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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
BB
651
Busey Bank
Illinois
$2M +$279K +1,752 +16%
LA
652
LexAurum Advisors
Kansas
$1.99M -$95.5K -599 -4%
LFF
653
Level Four Financial
Texas
$1.99M -$126K -792 -6%
FFS
654
Founders Financial Securities
Maryland
$1.96M -$39.2K -246 -2%
HCMT
655
Highland Capital Management (Tennessee)
Tennessee
$1.95M +$3.98K +25 +0.2%
FNBT
656
FineMark National Bank & Trust
Florida
$1.95M -$199K -1,248 -9%
JCM
657
Jag Capital Management
Missouri
$1.95M -$47K -295 -2%
CT
658
Caldwell Trust
Florida
$1.94M +$797 +5 +0%
APW
659
Austin Private Wealth
Texas
$1.94M -$3.35K -21 -0.2%
SA
660
SRH Advisors
Kansas
$1.94M +$159 +1 +0%
WOSD
661
WFA of San Diego
California
$1.93M +$54.5K +342 +3%
CHP
662
Cable Hill Partners
Oregon
$1.93M -$134K -843 -6%
ZF
663
Zhang Financial
Michigan
$1.93M +$240K +1,505 +14%
WJWM
664
Williams Jones Wealth Management
New York
$1.92M +$9.72K +61 +0.5%
TCMP
665
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.9M +$69.2K +434 +4%
DWT
666
Dorsey & Whitney Trust
South Dakota
$1.9M +$295K +1,850 +18%
GA
667
Greytown Advisors
Florida
$1.9M +$156K +981 +9%
LWAC
668
Laurel Wealth Advisors (California)
California
$1.89M -$60.1K -377 -3%
MAA
669
Mraz Amerine & Associates
California
$1.89M +$173K +1,083 +10%
PB
670
Pinnacle Bancorp
Nebraska
$1.87M +$105K +657 +6%
BRWM
671
B. Riley Wealth Management
Tennessee
$1.87M +$1.94M +12,151 New
FCI
672
Financial Counselors Inc
Kansas
$1.86M -$81K -508 -4%
RT
673
Rockland Trust
Massachusetts
$1.85M -$3.19K -20 -0.2%
LRPA
674
L. Roy Papp & Associates
Arizona
$1.83M +$24.9K +156 +1%
SSB
675
Sandy Spring Bank
Maryland
$1.82M +$889K +5,580 +89%

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.