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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
WB
876
WesBanco Bank
West Virginia
$898K +$7.49K +47 +0.8%
GEA
877
Glen Eagle Advisors
New Jersey
$898K +$159 +1 +0%
MYIA
878
Mount Yale Investment Advisors
Colorado
$897K +$53.9K +338 +6%
NB
879
Northwest Bancshares
Pennsylvania
$894K
PCS
880
Personal CFO Solutions
New Jersey
$889K +$79.5K +499 +9%
SS
881
Sunbelt Securities
Texas
$885K
AWM
882
Aries Wealth Management
Maine
$884K +$3.51K +22 +0.4%
CP
883
Cumberland Partners
Ontario, Canada
$876K
MSAM
884
Moloney Securities Asset Management
Missouri
$874K +$47.6K +299 +6%
MLL
885
Moody Lynn & Lieberson
Massachusetts
$873K
PFG
886
Pacific Financial Group
Washington
$872K +$60.7K +381 +7%
HI
887
Horizon Investments
North Carolina
$860K -$1M -6,291 -53%
BWA
888
Beam Wealth Advisors
Louisiana
$859K -$101K -634 -10%
WMG
889
WESCAP Management Group
California
$857K
LRIA
890
Leonard Rickey Investment Advisors
Washington
$857K +$478 +3 +0.1%
CAI
891
Capital Advisors Inc
Oklahoma
$855K +$126K +790 +17%
CGA
892
Crescent Grove Advisors
Illinois
$854K +$254K +1,597 +40%
EC
893
Estate Counselors
Wisconsin
$852K -$1.18M -7,405 -57%
VAS
894
Vestmark Advisory Solutions
Massachusetts
$852K +$9.56K +60 +1%
FFA
895
Founders Financial Alliance
North Carolina
$851K -$100K -628 -10%
Chevy Chase Trust
896
Chevy Chase Trust
Maryland
$848K +$426K +2,671 +94%
HWM
897
Hemington Wealth Management
Virginia
$846K -$103K -645 -10%
BWP
898
Baldwin Wealth Partners
Massachusetts
$845K
GCMG
899
Gyroscope Capital Management Group
Florida
$842K -$2.39K -15 -0.3%
LCC
900
Lincoln Capital Corp
Rhode Island
$841K

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.