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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
PFM
926
Parsec Financial Management
North Carolina
$748K +$53.4K +335 +8%
MWM
927
Merriman Wealth Management
Washington
$748K +$287K +1,800 +59%
KC
928
Kingfisher Capital
North Carolina
$744K +$96.3K +604 +14%
FG
929
Fiduciary Group
Georgia
$740K -$45.3K -284 -6%
BCM
930
Brookmont Capital Management
Texas
$740K +$23.6K +148 +3%
AWA
931
Arkadios Wealth Advisors
Georgia
$739K -$114K -717 -13%
TWA
932
TCI Wealth Advisors
Arizona
$738K -$14.8K -93 -2%
LCM
933
Logan Capital Management
Pennsylvania
$736K -$9.4K -59 -1%
BCI
934
Brinker Capital Investments
Pennsylvania
$736K
EFSCE
935
Enterprise Financial Services Corp (EFSC)
Missouri
$730K +$362K +2,274 +92%
FNB
936
Farmers National Bank
Kentucky
$730K +$824K +5,170 New
BDF
937
Balasa Dinverno & Foltz
$729K -$35.4K -222 -4%
BCM
938
Bienville Capital Management
New York
$722K +$956 +6 +0.1%
AHC
939
Anderson Hoagland & Co
Missouri
$717K
KFA
940
Kelleher Financial Advisors
New York
$713K +$297K +1,862 +67%
SRC
941
Sage Rhino Capital
California
$709K
ACP
942
Arcus Capital Partners
Georgia
$708K -$17.8K -112 -2%
AI
943
AXS Investments
New York
$708K +$734K +4,608 New
VC
944
Vicus Capital
Pennsylvania
$707K +$200K +1,256 +38%
JIP
945
Jaffetilchin Investment Partners
Florida
$706K -$610K -3,828 -45%
BAS
946
Brown Advisory Securities
Maryland
$705K -$155K -971 -17%
WDL
947
Well Done LLC
Michigan
$704K -$207K -1,300 -22%
KPCM
948
Kings Point Capital Management
New York
$704K -$1.59K -10 -0.2%
CBN
949
Cadence Bank NA
Texas
$703K +$478 +3 +0.1%
CIG
950
Cairn Investment Group
Washington
$701K -$169K -1,059 -19%

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.