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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
BWM
826
Birchcreek Wealth Management
Ohio
$1.03M +$3.98K +25 +0.4%
FFG
827
Ford Financial Group
California
$1.03M -$4.14K -26 -0.4%
YIA
828
YHB Investment Advisors
Connecticut
$1.03M
VDI
829
Vaughan David Investments
Illinois
$1.03M -$16.7K -105 -2%
TW
830
Towerpoint Wealth
California
$1.02M -$39.5K -248 -4%
RZH
831
Relyea Zuckerberg Hanson
Connecticut
$1.02M +$797 +5 +0.1%
TFA
832
Teamwork Financial Advisors
Texas
$1.02M +$279K +1,750 +36%
IFWM
833
Institute for Wealth Management
Colorado
$1.02M +$34.7K +218 +3%
NWM
834
Northwest Wealth Management
Iowa
$1.02M +$185K +1,160 +21%
CPC
835
Consolidated Planning Corp
Georgia
$1.01M
CFIA
836
Cantor Fitzgerald Investment Advisors
New York
$1.01M
Vontobel Holding
837
Vontobel Holding
Switzerland
$1M +$723K +4,534 +226%
RW
838
RVW Wealth
California
$1M -$1.27K -8 -0.2%
WAM
839
WNY Asset Management
New York
$984K -$3.35K -21 -0.3%
FPGK
840
Financial Partners Group (Kansas)
Kansas
$979K -$42.1K -264 -4%
FCA
841
FinTrust Capital Advisors
South Carolina
$977K
CSPIA
842
Cary Street Partners Investment Advisory
Virginia
$977K +$372K +2,335 +58%
GFS
843
GYL Financial Synergies
Connecticut
$975K +$610K +3,826 +152%
SSC
844
Syverson Strege & Co
Iowa
$973K
MSFP
845
Mark Sheptoff Financial Planning
Connecticut
$973K +$39.8K +250 +4%
PCMM
846
Piedmont Capital Management (Montana)
Montana
$972K +$87.5K +549 +10%
SP
847
Successful Portfolios
Florida
$968K -$44.6K -280 -4%
GKWIM
848
Gerber Kawasaki Wealth & Investment Management
California
$962K +$14K +88 +1%
CC
849
Chicago Capital
Illinois
$962K +$20.7K +130 +2%
ACM
850
AUA Capital Management
Pennsylvania
$960K +$124K +780 +14%

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.