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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
WMP
1201
Wealth Management Partners
Arizona
$319K
EWA
1202
Exencial Wealth Advisors
Oklahoma
$317K -$1.39M -8,752 -81%
TNBTD
1203
Trustmark National Bank Trust Department
Mississippi
$317K -$5.58K -35 -2%
GCP
1204
Gill Capital Partners
Colorado
$317K
WF
1205
Welch & Forbes
Massachusetts
$316K -$23.9K -150 -7%
LC
1206
Lindbrook Capital
California
$315K -$82.9K -520 -20%
TW
1207
TrinityPoint Wealth
Connecticut
$315K
PWA
1208
Phoenix Wealth Advisors
North Carolina
$313K
GP
1209
Girard Partners
Pennsylvania
$312K -$40.6K -255 -11%
OPA
1210
Old Port Advisors
Maine
$312K
FF
1211
FourThought Financial
Florida
$306K -$28.4K -178 -8%
MWP
1212
Meridian Wealth Partners
Pennsylvania
$305K
MCM
1213
Mattern Capital Management
Colorado
$304K +$956 +6 +0.3%
EP
1214
Edgestream Partners
New Jersey
$303K -$633K -3,971 -67%
KWM
1215
Keebeck Wealth Management
Illinois
$303K -$156K -979 -33%
TWP
1216
Tempus Wealth Planning
California
$303K +$36.5K +229 +13%
PL
1217
Plancorp LLC
Missouri
$301K -$3.03K -19 -1%
NA
1218
Navellier & Associates
Nevada
$299K +$1.12K +7 +0.4%
SDAM
1219
Shulman DeMeo Asset Management
New York
$299K +$310K +1,947 New
LCM
1220
LVM Capital Management
Michigan
$297K
WCAMG
1221
Woodard & Company Asset Management Group
North Carolina
$296K -$79.7K -500 -21%
NWA
1222
New World Advisors
Massachusetts
$295K -$3.03K -19 -1%
WFA
1223
Websterrogers Financial Advisors
South Carolina
$295K +$306K +1,921 New
SWA
1224
SFMG Wealth Advisors
Texas
$295K +$306K +1,923 New
HBT
1225
Hills Bank & Trust
Iowa
$293K -$12.7K -80 -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.