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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
Betterment LLC
951
Betterment LLC
New York
$699K +$55.8K +350 +8%
KA
952
Klingman & Associates
New York
$693K +$637 +4 +0.1%
BWM
953
BNC Wealth Management
Oregon
$691K -$159 -1 -0%
CPO
954
Cerity Partners OCIO
New York
$691K +$184K +1,154 +35%
VFP
955
Verus Financial Partners
Virginia
$679K +$29.5K +185 +5%
SFP
956
Sterling Financial Planning
New Jersey
$678K +$445K +2,791 +172%
SAM
957
S.A. Mason
Michigan
$677K -$30.4K -191 -4%
CM
958
Capital Management
Virginia
$676K
BMWM
959
Brown Miller Wealth Management
Virginia
$676K +$48.9K +307 +7%
RIM
960
Rockbridge Investment Management
New York
$675K
FA
961
Fermata Advisors
California
$674K -$99.6K -625 -12%
SCM
962
SOL Capital Management
Maryland
$666K -$15.9K -100 -2%
CL
963
Choreo LLC
Illinois
$666K -$3.51K -22 -0.5%
ONST
964
Old North State Trust
North Carolina
$665K -$96.1K -603 -12%
RCYC
965
Richard C. Young & Co
Rhode Island
$659K -$43.3K -272 -6%
TSWM
966
Triangle Securities Wealth Management
North Carolina
$658K +$135K +846 +25%
SFWA
967
Summit Financial Wealth Advisors
Louisiana
$648K
RWA
968
Redhawk Wealth Advisors
Minnesota
$645K -$114K -714 -15%
DBT
969
Dubuque Bank & Trust
Iowa
$645K -$3.35K -21 -0.5%
WCM
970
Weik Capital Management
Pennsylvania
$644K +$7.97K +50 +1%
HDIM
971
Hanson & Doremus Investment Management
Vermont
$640K +$271K +1,700 +69%
PWMAG
972
Pinnacle Wealth Management Advisory Group
New Jersey
$639K
RFN
973
RDA Financial Network
Iowa
$634K
FFG
974
Frisch Financial Group
New York
$631K +$2.71K +17 +0.4%
VCP
975
Vista Capital Partners
Oregon
$630K

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.