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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
MAM
1151
McLean Asset Management
Virginia
$385K +$77.9K +489 +26%
HTHT
1152
Hemenway Trust Hemenway Trust
New Hampshire
$384K -$48.6K -305 -11%
BAM
1153
Barrett Asset Management
New York
$380K +$4.94K +31 +1%
CS
1154
Cannell & Spears
New York
$379K +$5.58K +35 +1%
CCP
1155
Cardan Capital Partners
Colorado
$377K +$797 +5 +0.2%
PCMC
1156
Private Capital Management (Colorado)
Colorado
$377K +$5.9K +37 +2%
CAS
1157
Cascadia Advisory Services
Oregon
$377K +$87.2K +547 +29%
GT
1158
Glenview Trust
Kentucky
$376K -$60.1K -377 -13%
SFG
1159
Summit Financial Group
West Virginia
$376K +$28.8K +181 +8%
TI
1160
Truepoint Inc
Ohio
$376K +$53.2K +334 +16%
NC
1161
NovaPoint Capital
Georgia
$375K +$75.7K +475 +24%
GCIG
1162
Grand Central Investment Group
Florida
$374K -$254K -1,597 -40%
LA
1163
LVW Advisors
New York
$374K -$15.9K -100 -4%
MCWS
1164
McKinley Carter Wealth Services
West Virginia
$374K +$157K +986 +68%
WPC
1165
White Pine Capital
Minnesota
$373K +$73.6K +462 +23%
F
1166
F3Logic
Minnesota
$372K +$80.8K +507 +26%
RP
1167
Rice Partnership
Hawaii
$370K
SCM
1168
Sterneck Capital Management
Missouri
$370K +$2.07K +13 +0.5%
MCM
1169
Murphy Capital Management
New Jersey
$369K -$79.7K -500 -17%
BFIC
1170
Bedell Frazier Investment Counselling
California
$367K
PIA
1171
Perennial Investment Advisors
California
$366K
MWM
1172
Marietta Wealth Management
Georgia
$365K
AIM
1173
Acropolis Investment Management
Missouri
$364K +$159 +1 +0%
DY
1174
Dowling & Yahnke
California
$363K
AOWM
1175
Alpha Omega Wealth Management
Virginia
$362K -$14.8K -93 -4%

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.