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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
HFS
676
Horizon Financial Services
North Carolina
$1.81M -$2.64M -16,552 -58%
TAM
677
Tocqueville Asset Management
New York
$1.8M +$159 +1 +0%
CCA
678
Childress Capital Advisors
Texas
$1.8M
Lido Advisors
679
Lido Advisors
California
$1.79M +$143K +896 +8%
VCA
680
Verdence Capital Advisors
Maryland
$1.78M +$846K +5,307 +84%
PSP
681
Principal Street Partners
Tennessee
$1.77M +$8.29K +52 +0.5%
USCWA
682
U.S. Capital Wealth Advisors
Texas
$1.77M +$1.84M +11,523 New
NAMP
683
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.76M +$120K +750 +7%
VFPI
684
Vantage Financial Partners (Illinois)
Illinois
$1.76M -$26.3K -165 -1%
CA
685
Continuum Advisory
Idaho
$1.75M +$78.9K +495 +5%
SCM
686
Southport Capital Management
Tennessee
$1.75M -$129K -811 -7%
GC
687
Grimes & Company
Massachusetts
$1.74M +$2.23K +14 +0.1%
RMCM
688
Reynders McVeigh Capital Management
Massachusetts
$1.73M -$23.9K -150 -1%
PCM
689
Parsons Capital Management
Rhode Island
$1.72M +$133K +837 +8%
RWA
690
Ropes Wealth Advisors
Massachusetts
$1.72M +$171K +1,070 +11%
PFA
691
Pettinga Financial Advisors
Indiana
$1.7M -$448K -2,809 -20%
MA
692
MONECO Advisors
Connecticut
$1.7M -$30.9K -194 -2%
WCM
693
Windham Capital Management
Massachusetts
$1.69M
CCG
694
Cypress Capital Group
Florida
$1.69M -$340K -2,133 -16%
MPW
695
MA Private Wealth
California
$1.69M -$59.4K -373 -3%
SAA
696
Southeast Asset Advisors
Georgia
$1.69M
IIC
697
Ironwood Investment Counsel
Arizona
$1.68M +$16.7K +105 +1%
TAM
698
Townsend Asset Management
North Carolina
$1.66M +$76.3K +479 +5%
FFWM
699
Future Financial Wealth Management
Ohio
$1.65M
WKWM
700
Walter & Keenan Wealth Management
Indiana
$1.65M +$365K +2,288 +27%

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.