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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
LPT
1076
Legacy Private Trust
Wisconsin
$472K
SCA
1077
Stonebridge Capital Advisors
Minnesota
$471K -$505K -3,166 -51%
FC
1078
Fulcrum Capital
Washington
$469K +$487K +3,054 New
MWM
1079
Madison Wealth Management
Ohio
$463K +$3.51K +22 +0.7%
C
1080
Certuity
Florida
$463K +$151K +946 +46%
LNWTC
1081
Laird Norton Wetherby Trust Company
Washington
$461K
MWP
1082
Madison Wealth Partners
Wisconsin
$461K +$11.2K +70 +2%
CC
1083
Claybrook Capital
Massachusetts
$461K +$478K +3,000 New
SIS
1084
SVB Investment Services
Utah
$460K +$151K +945 +46%
EIP
1085
Ellis Investment Partners
Pennsylvania
$458K +$4.3K +27 +0.9%
WCF
1086
West Coast Financial
California
$457K -$167K -1,049 -26%
Toronto Dominion Bank
1087
Toronto Dominion Bank
Ontario, Canada
$456K
FNC
1088
First National Corp
Massachusetts
$456K +$62.9K +395 +15%
RWA
1089
RGT Wealth Advisors
Texas
$454K -$42.1K -264 -8%
QCG
1090
Quadrant Capital Group
Ohio
$453K +$3.19K +20 +0.7%
AWE
1091
Avidian Wealth Enterprises
Texas
$450K -$33.8K -212 -7%
PWM
1092
PBMares Wealth Management
Virginia
$449K +$4.46K +28 +1%
IWP
1093
Icon Wealth Partners
Texas
$445K -$47.8K -300 -9%
MJB
1094
Mark J. Bradley
$444K +$12.7K +80 +3%
PWM
1095
Praetorian Wealth Management
California
$442K
MFG
1096
Merit Financial Group
Georgia
$440K +$20.7K +130 +5%
JC
1097
JB Capital
Connecticut
$440K +$457K +2,867 New
HIC
1098
Holderness Investments Company
North Carolina
$437K +$637 +4 +0.1%
BWM
1099
Blossom Wealth Management
California
$436K +$72.5K +455 +19%
RF
1100
RHS Financial
California
$435K

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.