We are live on ! Find out more
VIG icon

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
ODIJL
701
One Day In July LLC
Vermont
$1.65M +$453K +2,841 +36%
B
702
Bridgeworth
Alabama
$1.63M -$112K -704 -6%
HIA
703
Harbor Investment Advisory
Maryland
$1.63M +$14.3K +90 +0.9%
CHJWM
704
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.63M +$23.9K +150 +2%
Twin Tree Management
705
Twin Tree Management
Texas
$1.62M +$1.68M +10,563 New
NDSI
706
Newman Dignan & Sheerar Inc
Rhode Island
$1.62M -$84K -527 -5%
MIM
707
Moseley Investment Management
Florida
$1.61M -$66.9K -420 -4%
AWA
708
ARQ Wealth Advisors
Arizona
$1.6M -$32.2K -202 -2%
DDC
709
DF Dent & Co
Maryland
$1.59M -$7.97K -50 -0.5%
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$1.59M +$7.49K +47 +0.5%
ECG
711
EPIQ Capital Group
California
$1.58M +$9.88K +62 +0.6%
GSWM
712
Golden State Wealth Management
California
$1.58M +$91.8K +576 +6%
SS
713
Simplicity Solutions
Minnesota
$1.57M +$962K +6,038 +144%
APW
714
Acima Private Wealth
Virginia
$1.57M
GIM
715
Goelzer Investment Management
Indiana
$1.57M -$1.51M -9,474 -48%
FTUS
716
Flow Traders U.S.
New York
$1.56M +$619K +3,885 +62%
HCM
717
Hall Capital Management
Rhode Island
$1.55M +$20.2K +127 +1%
EP
718
Eudaimonia Partners
Tennessee
$1.54M -$49.4K -310 -3%
IF
719
IRON Financial
Illinois
$1.52M -$101K -633 -6%
MC
720
Miramar Capital
Illinois
$1.52M -$68.4K -429 -4%
BCFS
721
Butensky & Cohen Financial Security
Florida
$1.52M +$20.2K +127 +1%
FNT
722
First National Trust
Pennsylvania
$1.51M -$109K -687 -7%
Simplex Trading
723
Simplex Trading
Illinois
$1.5M +$15.9K +100 +1%
KMWM
724
Keudell/Morrison Wealth Management
Oregon
$1.5M +$175K +1,099 +13%
VCM
725
Vivaldi Capital Management
Illinois
$1.49M -$52.6K -330 -3%

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.