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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
AIA
776
AIMZ Investment Advisors
California
$1.27M +$292K +1,834 +29%
CFO
777
Collective Family Office
Pennsylvania
$1.27M +$22.2K +139 +2%
CB
778
Community Bank
New York
$1.26M -$562K -3,529 -30%
AW
779
ACG Wealth
Georgia
$1.24M +$338K +2,121 +36%
LSPW
780
Lake Street Private Wealth
Illinois
$1.23M
EWM
781
Empirical Wealth Management
Washington
$1.2M +$282K +1,771 +29%
CFD
782
Creative Financial Designs
Indiana
$1.18M +$13.1K +82 +1%
HGWM
783
Horst & Graben Wealth Management
Oregon
$1.18M +$15.3K +96 +1%
TPWA
784
TRUE Private Wealth Advisors
Oregon
$1.18M +$41.9K +263 +4%
GDP
785
Great Diamond Partners
Maine
$1.18M +$55.1K +346 +5%
BL
786
BFSG LLC
California
$1.18M +$1.22M +7,670 New
NA
787
Nottingham Advisors
New York
$1.18M +$319 +2 +0%
MGIA
788
Moneta Group Investment Advisors
Missouri
$1.17M +$11.3K +71 +0.9%
KF
789
Krilogy Financial
Missouri
$1.17M -$46.4K -291 -4%
MLFP
790
MPS Loria Financial Planners
Illinois
$1.17M -$88K -552 -7%
ASBI
791
American State Bank (Iowa)
Iowa
$1.16M -$1.59K -10 -0.1%
AIA
792
Alera Investment Advisors
Illinois
$1.16M -$49.4K -310 -4%
SHGA
793
Sand Hill Global Advisors
California
$1.16M +$81.8K +513 +7%
FB
794
First Bancorp
Maine
$1.16M +$1.21M +7,566 New
CAGAS
795
Capital Advisory Group Advisory Services
Minnesota
$1.16M +$57.5K +361 +5%
SWP
796
Summit Wealth Partners
Florida
$1.16M -$23.9K -150 -2%
EA
797
Evergreen Advisors
Tennessee
$1.16M +$47.6K +299 +4%
BOTW
798
Bank of the West
California
$1.15M -$95.6K -600 -7%
EHC
799
Everett Harris & Co
California
$1.15M -$7.97K -50 -0.7%
HAIM
800
Hunter Associates Investment Management
Pennsylvania
$1.15M +$386K +2,422 +48%

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.