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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
PAM
1051
Peak Asset Management
Colorado
$498K
WA
1052
Waverly Advisors
Alabama
$498K +$1.91K +12 +0.4%
ICG
1053
InterOcean Capital Group
Tennessee
$497K +$319 +2 +0.1%
CAMG
1054
CWA Asset Management Group
Florida
$494K +$34.1K +214 +7%
FNWM
1055
Financial Network Wealth Management
Utah
$493K
VFA
1056
Voya Financial Advisors
Connecticut
$492K -$2.07K -13 -0.4%
SFG
1057
Sowa Financial Group
Rhode Island
$492K +$2.23K +14 +0.4%
GC
1058
Gratus Capital
Georgia
$491K
OBGC
1059
O'Brien Greene & Co
Pennsylvania
$490K -$24.4K -153 -5%
AP
1060
Appleton Partners
Massachusetts
$490K +$47.8K +300 +10%
APG
1061
Abacus Planning Group
South Carolina
$489K +$244K +1,532 +93%
KFP
1062
KMG Fiduciary Partners
Ohio
$488K +$159 +1 +0%
CCT
1063
Capital City Trust
Florida
$485K -$155K -970 -23%
RBCM
1064
Raub Brock Capital Management
California
$484K -$68K -427 -12%
RTS
1065
Round Table Services
New Jersey
$481K +$18.3K +115 +4%
SL
1066
Salomon & Ludwin
Virginia
$480K +$498K +3,128 New
HA
1067
Herold Advisors
New York
$480K +$499K +3,130 New
WIM
1068
Westside Investment Management
California
$479K +$47.8K +300 +0.7%
DA
1069
Doliver Advisors
Texas
$478K +$496K +3,111 New
BWM
1070
Bulltick Wealth Management
Florida
$476K +$494K +3,100 New
S
1071
SimplyRich
California
$476K +$494K +3,102 New
SL
1072
SWMG LLC
Texas
$475K +$492K +3,090 New
CHC
1073
City Holding Co
West Virginia
$474K +$136K +851 +38%
MKA
1074
M. Kulyk & Associates
Georgia
$473K
Financial Engines Advisors
1075
Financial Engines Advisors
California
$472K -$6.85K -43 -1%

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.