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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
AP
801
Americana Partners
Texas
$1.13M +$159 +1 +0%
NFG
802
Nadler Financial Group
Illinois
$1.12M -$1.59K -10 -0.1%
FRA
803
Frank Rimerman Advisors
California
$1.12M +$797 +5 +0.1%
BA
804
Bluesphere Advisors
Pennsylvania
$1.11M -$187K -1,171 -14%
OCM
805
Orser Capital Management
Texas
$1.11M +$54.2K +340 +5%
PP
806
Patten & Patten
Tennessee
$1.1M +$45.1K +283 +4%
EL
807
EMFO LLC
Florida
$1.1M
NSB
808
Norway Savings Bank
Maine
$1.1M +$444K +2,787 +64%
JWCA
809
J.W. Coons Advisors
Ohio
$1.09M -$51.8K -325 -4%
AWM
810
Apollon Wealth Management
South Carolina
$1.09M -$38.1K -239 -3%
IF
811
Intrua Financial
Texas
$1.09M +$1.06M +6,668 New
PWM
812
Perigon Wealth Management
California
$1.08M +$14.3K +90 +1%
SFG
813
SNS Financial Group
Minnesota
$1.08M +$14.8K +93 +1%
AWM
814
Accel Wealth Management
Iowa
$1.08M +$90.4K +567 +9%
CWM
815
Cranbrook Wealth Management
Michigan
$1.08M
MWM
816
Meridian Wealth Management
Kentucky
$1.08M +$5.74K +36 +0.5%
LPIC
817
LeJeune Puetz Investment Counsel
Michigan
$1.07M
TC
818
Trust Company
Kansas
$1.07M
CHA
819
Cooper/Haims Advisors
New York
$1.07M +$319 +2 +0%
RRCM
820
Rappaport Reiches Capital Management
Illinois
$1.07M -$10.2K -64 -0.9%
CPA
821
Clear Perspective Advisors
Illinois
$1.07M -$59.8K -375 -5%
NWA
822
Navis Wealth Advisors
New York
$1.06M +$2.71K +17 +0.2%
WA
823
WBH Advisory
Maryland
$1.06M +$5.9K +37 +0.5%
Comerica Bank
824
Comerica Bank
Texas
$1.04M +$478K +3,002 +88%
BST
825
Bath Savings Trust
Maine
$1.04M +$103K +649 +11%

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.