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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
NGA
1176
Naples Global Advisors
Florida
$359K
APW
1177
Aurora Private Wealth
New Jersey
$359K +$373K +2,338 New
GT
1178
Greenleaf Trust
Michigan
$357K -$174K -1,089 -32%
FPCP
1179
Fort Point Capital Partners
California
$356K
AIM
1180
Anchor Investment Management
South Carolina
$355K
BFC
1181
Bedel Financial Consulting
Indiana
$354K +$21.4K +134 +6%
TFA
1182
Trinity Financial Advisors
Ohio
$353K +$159 +1 +0%
SEEDPG
1183
S.E.E.D. Planning Group
New York
$353K +$112K +700 +44%
VNA
1184
Valley National Advisers
Pennsylvania
$343K -$5.26K -33 -1%
AIM
1185
Aspen Investment Management
Michigan
$339K -$6.37K -40 -2%
GG
1186
Gleason Group
Kentucky
$338K +$1.43K +9 +0.4%
WOC
1187
West Oak Capital
California
$338K +$163K +1,025 +87%
ICP
1188
Interchange Capital Partners
Pennsylvania
$336K
CCA
1189
Conservest Capital Advisors
Pennsylvania
$335K +$478 +3 +0.1%
BDF
1190
Black Diamond Financial
Maryland
$334K -$40.5K -254 -10%
CCB
1191
Cutter & Co Brokerage
Missouri
$334K +$159 +1 +0%
SDWMA
1192
Schneider Downs Wealth Management Advisors
Pennsylvania
$333K
EWG
1193
Executive Wealth Group
Washington
$332K
CWM
1194
Cedar Wealth Management
California
$329K
TLFA
1195
True Link Financial Advisors
California
$329K
AIM
1196
Allen Investment Management
New York
$325K +$337K +2,117 New
JF
1197
JSF Financial
California
$324K +$128K +806 +62%
CWA
1198
Clearview Wealth Advisors
Oregon
$323K -$120K -755 -26%
BF
1199
Blankinship & Foster
California
$321K -$11K -69 -3%
WCA
1200
Westover Capital Advisors
Delaware
$319K -$637 -4 -0.2%

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.