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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
IWN
851
Independent Wealth Network
Iowa
$958K +$921K +5,781 New
BMD
852
Better Money Decisions
New Mexico
$952K +$65.7K +412 +7%
GIA
853
Gladstone Institutional Advisory
Florida
$950K -$87K -546 -8%
GG
854
Gofen & Glossberg
Illinois
$949K +$319 +2 +0%
ACM
855
Advisors Capital Management
New Jersey
$946K -$251K -1,576 -20%
FPW
856
Flagship Private Wealth
Massachusetts
$945K +$1.12K +7 +0.1%
Jane Street
857
Jane Street
New York
$944K +$980K +6,149 New
PG
858
Patten Group
Tennessee
$942K +$41K +257 +4%
AWM
859
Altium Wealth Management
New York
$940K -$1.91K -12 -0.2%
EFL
860
ERn Financial LLC
Wisconsin
$939K
GGS
861
Galvin Gaustad & Stein
Arizona
$938K -$358K -2,249 -27%
ESB
862
Essex Savings Bank
Connecticut
$938K -$16.1K -101 -2%
MIAS
863
Mason Investment Advisory Services
Virginia
$937K -$13.7K -86 -1%
FPB
864
First PREMIER Bank
South Dakota
$935K +$50.2K +315 +5%
MAG
865
Mayfair Advisory Group
Alabama
$932K +$10.8K +68 +1%
Fisher Asset Management
866
Fisher Asset Management
Washington
$931K +$627K +3,937 +185%
CAAS
867
Capital Asset Advisory Services
Michigan
$930K +$206K +1,295 +27%
Deutsche Bank
868
Deutsche Bank
Germany
$929K -$2.07M -12,987 -68%
TC
869
Tenret Company
Florida
$928K
APWM
870
Atlas Private Wealth Management
New York
$925K -$82.9K -520 -8%
BIAS
871
Beacon Investment Advisory Services
New Jersey
$921K -$62.5K -392 -6%
SPI
872
Santori & Peters Inc
Pennsylvania
$904K +$52.1K +327 +6%
TIA
873
Traphagen Investment Advisors
New Jersey
$903K
CPIG
874
Chicago Partners Investment Group
Illinois
$903K +$864K +5,422 New
BS
875
Boenning & Scattergood
Pennsylvania
$899K -$1.43K -9 -0.2%

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.