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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
B
1101
Bailard
California
$434K -$35.2K -221 -7%
IC
1102
Intersect Capital
California
$434K
GAM
1103
Gould Asset Management
California
$431K
NL
1104
NVWM LLC
Pennsylvania
$431K
CDH
1105
Charles D. Hyman
$431K +$12.6K +79 +3%
APC
1106
Asset Planning Corporation
Tennessee
$430K +$797 +5 +0.2%
MPI
1107
Mairs & Power Inc
Minnesota
$429K -$19.1K -120 -4%
Bank Julius Baer & Co
1108
Bank Julius Baer & Co
Switzerland
$429K +$291K +1,827 +190%
BAM
1109
Berkshire Asset Management
Pennsylvania
$428K +$1.12K +7 +0.3%
BFS
1110
Beacon Financial Strategies
North Carolina
$428K -$107K -673 -19%
JHCP
1111
Jackson Hole Capital Partners
Oklahoma
$427K
SPAS
1112
Spectrum Planning & Advisory Services
California
$426K
KP
1113
Keel Point
Alabama
$426K +$2.23K +14 +0.5%
NAG
1114
Northstar Advisory Group
New Jersey
$426K +$442K +2,775 New
ML
1115
McAdam LLC
Pennsylvania
$425K -$73.5K -461 -14%
LFA
1116
Legacy Financial Advisors
Kentucky
$425K +$5.58K +35 +1%
ST
1117
Smithfield Trust
Pennsylvania
$423K
HR
1118
Howe & Rusling
New York
$421K -$105K -657 -19%
FSC
1119
Full Sail Capital
Oklahoma
$421K +$437K +2,742 New
BHWM
1120
Bay Harbor Wealth Management
Maryland
$420K
MWM
1121
MBE Wealth Management
Wisconsin
$418K -$82.4K -517 -16%
NCM
1122
Noesis Capital Mangement
Florida
$418K -$2.87K -18 -0.7%
VDBMI
1123
Van Den Berg Management I
Texas
$418K -$2.07K -13 -0.5%
1832 Asset Management
1124
1832 Asset Management
Ontario, Canada
$418K
FWM
1125
Focused Wealth Management
New York
$418K +$159 +1 +0%

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.