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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
CNB
751
Camden National Bank
Maine
$1.35M -$220K -1,383 -14%
SAM
752
Smithbridge Asset Management
Pennsylvania
$1.35M
SGI
753
Summit Global Investments
Utah
$1.34M -$174K -1,094 -11%
LWCFA
754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.34M -$344K -2,160 -20%
CA
755
CSM Advisors
Pennsylvania
$1.34M
NRA
756
NSI Retail Advisors
Pennsylvania
$1.34M
KLI
757
Kelman-Lazarov Inc
Tennessee
$1.34M -$478 -3 -0%
ARC
758
Advisor Resource Council
Texas
$1.34M -$17.3M -108,334 -93%
AAM
759
Autus Asset Management
Arizona
$1.34M +$36.2K +227 +3%
WS
760
Wedbush Securities
California
$1.33M -$858K -5,387 -38%
PFS
761
Prospera Financial Services
Texas
$1.33M -$115K -720 -8%
MWM
762
Mission Wealth Management
California
$1.32M +$51.6K +324 +4%
HFS
763
HBC Financial Services
Washington
$1.32M
SB
764
Simmons Bank
Arkansas
$1.32M -$14.3K -90 -1%
SWP
765
Strategic Wealth Partners
Ohio
$1.32M -$62K -389 -4%
VFA
766
Valeo Financial Advisors
Indiana
$1.32M +$308K +1,932 +29%
BOS
767
Bingham Osborn & Scarborough
California
$1.31M +$27.9K +175 +2%
WWM
768
Windsor Wealth Management
Indiana
$1.31M +$8.61K +54 +0.6%
BFO
769
Biltmore Family Office
North Carolina
$1.31M
KOMWMG
770
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.3M -$5.87M -36,819 -81%
SWM
771
Sugarloaf Wealth Management
Georgia
$1.3M +$159 +1 +0%
MPW
772
Monterey Private Wealth
California
$1.29M +$956 +6 +0.1%
BFIM
773
Beese Fulmer Investment Management
Ohio
$1.29M -$39.8K -250 -3%
KTA
774
Keeley-Teton Advisors
Illinois
$1.28M +$1.33M +8,322 New
GLA
775
Great Lakes Advisors
Illinois
$1.27M +$1.32M +8,264 New

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.