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Vanguard Dividend Appreciation ETF

1,486 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: 42.76%43.47% (+0.71%)

1% more funds holding

Funds holding: 1,4771,486 (+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: 209206 (-3)

Holders
1,486
Holders Change
+9
Holders Change %
+0.61%
% of All Funds
26.02%
Holding in Top 10
206
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.44%
% of All Funds
3.61%
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
IB
1001
Intrust Bank
Kansas
$579K
AFS
1002
Access Financial Services
Minnesota
$577K -$31.1K -195 -5%
FPFS
1003
First Personal Financial Services
North Carolina
$577K
PWLP
1004
Prio Wealth Limited Partnership
Massachusetts
$577K +$20.1K +126 +3%
GAM
1005
Gemmer Asset Management
California
$576K +$15.9K +100 +3%
ATPW
1006
Ashton Thomas Private Wealth
Arizona
$575K +$46.4K +291 +8%
MFW
1007
Mosaic Family Wealth
Missouri
$574K -$155K -970 -21%
BIM
1008
Bridges Investment Management
Nebraska
$569K
BWP
1009
BSW Wealth Partners
Colorado
$568K -$216K -1,356 -27%
CP
1010
Capital Planning
Washington
$565K
IAP
1011
Indie Asset Partners
Indiana
$565K
YIH
1012
Y-Intercept (HK)
Hong Kong
$564K +$585K +3,670 New
1W
1013
1776 Wealth
Georgia
$559K
SG Americas Securities
1014
SG Americas Securities
New York
$555K -$3.68M -23,113 -86%
FWM
1015
FFT Wealth Management
Pennsylvania
$554K +$82.4K +517 +17%
TFS
1016
Thoroughbred Financial Services
Tennessee
$552K
OCPWS
1017
One Charles Private Wealth Services
Massachusetts
$549K -$15.9K -100 -3%
SWM
1018
Soundmark Wealth Management
Washington
$549K -$1.43K -9 -0.3%
DI
1019
Disciplined Investments
Oklahoma
$546K -$10K -63 -2%
CAM
1020
Covenant Asset Management
New Jersey
$545K -$7.97K -50 -1%
CPSAC
1021
Chas P. Smith & Associates (CPS)
Florida
$545K +$47.8K +300 +9%
W
1022
Wealthquest
Ohio
$544K +$43.8K +275 +8%
MAA
1023
Matrix Asset Advisors
New York
$543K +$637 +4 +0.1%
Walleye Trading
1024
Walleye Trading
New York
$543K +$563K +3,535 New
ACM
1025
AlphaStar Capital Management
North Carolina
$540K +$528K +3,311 New

VIG Hedge Fund Activity: Q3 2021 in Review

1,486 of the 5,712 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.

  • 1,486 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2021, up from 1,477 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.