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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
AMCA
1126
Arthur M. Cohen & Associates
Illinois
$418K +$159K +1,000 +58%
KFC
1127
Klingenstein Fields & Co
New York
$417K -$7.97K -50 -2%
MF
1128
Montis Financial
Massachusetts
$415K
CIAS
1129
CFS Investment Advisory Services
New Jersey
$412K +$427K +2,681 New
ST
1130
Sageworth Trust
Pennsylvania
$411K -$159K -1,000 -27%
OL
1131
Optas LLC
Texas
$409K
FAN
1132
Financial Advisors Network
California
$406K +$386K +2,425 New
WCM
1133
Wealthcare Capital Management
Virginia
$405K
ACA
1134
Anchor Capital Advisors
Massachusetts
$404K +$419K +2,630 New
MCM
1135
Mengis Capital Management
Oregon
$403K +$159 +1 +0%
MWPCG
1136
Measured Wealth Private Client Group
New Hampshire
$399K
PP
1137
Professional Planning
California
$398K +$60.7K +381 +17%
CSIC
1138
Clifford Swan Investment Counsel
California
$396K -$63.7K -400 -14%
OAM
1139
Oak Asset Management
California
$396K
SFC
1140
SYM Financial Corp
Indiana
$396K
BAAM
1141
Baker Avenue Asset Management
California
$395K
RMDI
1142
R.M. Davis Inc
Maine
$394K -$19.9K -125 -5%
JWA
1143
JFS Wealth Advisors
Pennsylvania
$394K +$82.1K +515 +25%
SAM
1144
SignalPoint Asset Management
Missouri
$393K -$37.1K -233 -8%
SBIA
1145
Sheaff Brock Investment Advisors
Indiana
$391K +$63.1K +396 +18%
SYBT
1146
Stock Yards Bank & Trust
Kentucky
$390K
BAM
1147
Baldrige Asset Management
Pennsylvania
$390K +$319 +2 +0.1%
AP
1148
Adero Partners
California
$388K +$33K +207 +9%
CST
1149
Charles Schwab Trust
Nevada
$387K
SEP
1150
Southland Equity Partners
Missouri
$386K

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.