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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
DIA
1226
Dana Investment Advisors
Wisconsin
$293K +$319 +2 +0.1%
FIA
1227
Foundations Investment Advisors
Arizona
$291K +$298K +1,871 New
RTL
1228
Red Tortoise LLC
Georgia
$291K +$344K +2,156 New
PCFFS
1229
Pacific Center for Financial Services
California
$290K +$797 +5 +0.3%
HCM
1230
Howland Capital Management
Massachusetts
$289K
WB
1231
Webster Bank
Connecticut
$289K
FM
1232
Foster & Motley
Ohio
$288K -$337K -2,116 -53%
MPM
1233
Meritage Portfolio Management
Kansas
$287K
I
1234
INVST
Indiana
$286K -$18.2K -114 -6%
DP
1235
Denver PWM
Colorado
$286K
LWM
1236
Liberty Wealth Management
California
$285K +$1.12K +7 +0.4%
CFS
1237
Capital Financial Services
New York
$284K +$294K +1,847 New
SAM
1238
Silvercrest Asset Management
New York
$283K +$294K +1,842 New
NB
1239
NBT Bank
New York
$281K
JAG
1240
Journey Advisory Group
Kentucky
$281K +$33.6K +211 +13%
VCM
1241
Virtue Capital Management
Tennessee
$281K +$291K +1,827 New
CSWG
1242
Cardinal Strategic Wealth Guidance
Kentucky
$280K -$7.97K -50 -3%
AF
1243
Aldebaran Financial
$280K -$6.69K -42 -2%
PWM
1244
Palumbo Wealth Management
New York
$280K +$797 +5 +0.3%
BCCM
1245
Bridge Creek Capital Management
Massachusetts
$278K -$162K -1,017 -36%
VCM
1246
Vigilant Capital Management
Maine
$277K -$28.7K -180 -9%
WSTAM
1247
Wilbanks Smith & Thomas Asset Management
Virginia
$277K
BPC
1248
Banque Pictet & Cie
Switzerland
$277K +$287K +1,800 New
PNAA
1249
Pictet North America Advisors
Switzerland
$277K +$287K +1,800 New
AWG
1250
Altus Wealth Group
Colorado
$275K

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.