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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
Marshall Wace
1251
Marshall Wace
United Kingdom
$275K +$285K +1,790 New
OFS
1252
Oldfather Financial Services
Nebraska
$274K
EWM
1253
EPG Wealth Management
Georgia
$274K +$637 +4 +0.2%
ICM
1254
IMS Capital Management
Oregon
$274K +$13.5K +85 +5%
KFS
1255
Kaizen Financial Strategies
California
$274K +$285K +1,786 New
NCM
1256
Neumann Capital Management
California
$272K
AL
1257
ACAS LLC
California
$268K +$4.78K +30 +2%
SAM
1258
Summit Asset Management
Tennessee
$268K +$20.7K +130 +8%
FTC
1259
Farmers Trust Company
Ohio
$267K
RDWM
1260
Red Door Wealth Management
Tennessee
$267K +$135K +849 +96%
Members Trust
1261
Members Trust
Florida
$266K +$15.9K +100 +6%
DW
1262
Domani Wealth
Pennsylvania
$263K
FCCM
1263
First City Capital Management
Georgia
$261K -$4.78K -30 -2%
EPA
1264
Element Pointe Advisors
Florida
$261K
WMA
1265
Wealth Management Associates
New Jersey
$261K
FDCC
1266
Foster Dykema Cabot & Co
Massachusetts
$260K -$40.3K -253 -13%
CC
1267
Courier Capital
New York
$260K -$33.1K -208 -11%
AWM
1268
Accurate Wealth Management
Florida
$260K +$38.4K +241 +17%
WF
1269
WoodTrust Financial
Wisconsin
$259K
IBOK
1270
Independence Bank of Kentucky
Kentucky
$258K
SPIO
1271
Seven Post Investment Office
California
$258K +$268K +1,681 New
NAM
1272
NTV Asset Management
West Virginia
$256K -$1.91K -12 -0.7%
HCM
1273
Hilton Capital Management
New York
$256K
BWG
1274
Beta Wealth Group
California
$255K -$7.7M -48,316 -97%
VST
1275
Van Strum & Towne
California
$255K

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.