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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
BHWA
1026
Beacon Harbor Wealth Advisors
Virginia
$538K
BWM
1027
BCS Wealth Management
Tennessee
$537K
CB
1028
Cadence Bank
Mississippi
$536K
JWBC
1029
John W. Brooker & Co
California
$536K +$7.81K +49 +1%
CRWM
1030
Castle Rock Wealth Management
California
$532K +$24.9K +156 +5%
VF
1031
Virtu Financial
New York
$527K -$2.03M -12,739 -79%
Kovitz Investment Group Partners
1032
Kovitz Investment Group Partners
Illinois
$527K +$36.3K +228 +7%
DWM
1033
Destination Wealth Management
California
$527K +$45.3K +284 +9%
VFM
1034
Vivid Financial Management
California
$525K -$9.72K -61 -2%
DHFB
1035
Dixon Hubard Feinour & Brown
Virginia
$525K -$6.37K -40 -1%
HCM
1036
Hengehold Capital Management
Ohio
$524K -$8.45K -53 -2%
FWM
1037
Frontier Wealth Management
Missouri
$523K +$57.4K +360 +12%
SWM
1038
Stockman Wealth Management
Montana
$523K +$213K +1,339 +65%
AT
1039
Arden Trust
Delaware
$521K +$28.7K +180 +6%
NEWAS
1040
N.E.W. Advisory Services
Wisconsin
$518K -$18.6K -117 -3%
PP
1041
Prudential plc
United Kingdom
$518K +$12.7K +80 +2%
VIM
1042
Vista Investment Management
Pennsylvania
$514K -$1.59K -10 -0.3%
MFG
1043
Magnus Financial Group
New York
$512K -$21.7K -136 -4%
RM
1044
Resource Management
Louisiana
$512K +$1.27K +8 +0.2%
FWCM
1045
Ferguson Wellman Capital Management
Oregon
$512K +$264K +1,655 +99%
WPA
1046
West Paces Advisors
Georgia
$508K +$127K +800 +32%
MWM
1047
Minot Wealth Management
Massachusetts
$507K -$1.27K -8 -0.2%
TCOO
1048
Trust Company of Oklahoma
Oklahoma
$503K -$19.9K -125 -4%
HWMA
1049
Heritage Wealth Management (Arizona)
Arizona
$503K +$5.74K +36 +1%
IA
1050
IAM Advisory
Pennsylvania
$500K +$510K +3,199 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.