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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
BPWM
901
Badgley Phelps Wealth Managers
Washington
$841K +$872K +5,475 New
FRA
902
Front Row Advisors
California
$839K
FA
903
FC Advisory
Pennsylvania
$839K +$2.55K +16 +0.3%
MHIC
904
Marble Harbor Investment Counsel
Massachusetts
$836K +$32.4K +203 +4%
AAM
905
Aureus Asset Management
Massachusetts
$828K +$25.2K +158 +3%
ADL
906
Asset Dedication LLC
California
$827K +$204K +1,279 +31%
MCM
907
Maryland Capital Management
Maryland
$821K +$31.9K +200 +4%
TW
908
Transform Wealth
Colorado
$818K +$437K +2,740 +106%
JCM
909
Jacobi Capital Management
Pennsylvania
$813K +$4.3K +27 +0.5%
CWS
910
Cypress Wealth Services
California
$811K +$159 +1 +0%
HCM
911
HMS Capital Management
Tennessee
$807K -$19K -119 -2%
LBC
912
Lowe Brockenbrough & Co
Virginia
$807K
BIM
913
Baldwin Investment Management
Pennsylvania
$800K +$23.9K +150 +3%
WFA
914
Wells Financial Advisors
Massachusetts
$799K
SEIA
915
Signature Estate & Investment Advisors
California
$792K -$4.62K -29 -0.6%
GCA
916
Gradient Capital Advisors
California
$791K +$86.9K +545 +12%
Neuberger Berman Group
917
Neuberger Berman Group
New York
$788K +$133K +837 +19%
TWM
918
Titus Wealth Management
California
$784K +$316K +1,983 +63%
CAM
919
Carret Asset Management
New York
$779K
GI
920
Gradient Investments
Minnesota
$770K +$319 +2 +0%
AIA
921
Angeles Investment Advisors
California
$765K -$3.36M -21,062 -81%
BHB
922
Bank Hapoalim BM
Israel
$764K
PLU
923
Performa Ltd (US)
South Carolina
$756K +$785K +4,923 New
JPLA
924
Joseph P. Lucia & Associates
New York
$751K +$319K +2,000 +69%
RI
925
Ridgewood Investments
New Jersey
$750K -$142K -889 -15%

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.