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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
BFA
1276
Bragg Financial Advisors
North Carolina
$252K +$47.8K +300 +22%
AWMG
1277
Alliance Wealth Management Group
New Jersey
$251K -$12.7K -80 -5%
TCM
1278
Towercrest Capital Management
Pennsylvania
$251K -$12.7K -80 -5%
WDG
1279
Wealth Dimensions Group
Ohio
$248K
HHGA
1280
Halbert Hargrove Global Advisors
California
$248K +$1.27K +8 +0.5%
BSB
1281
Bangor Savings Bank
Maine
$247K -$14.5K -91 -5%
CNC
1282
Canandaigua National Corp
New York
$247K
MIC
1283
Means Investment Company
Maine
$247K +$319 +2 +0.1%
MRC
1284
Millburn Ridgefield Corp
New York
$247K +$7.65K +48 +3%
BPM
1285
Bowling Portfolio Management
Ohio
$246K -$3.83K -24 -1%
BCM
1286
BTR Capital Management
California
$245K
GWSG
1287
GPS Wealth Strategies Group
Colorado
$243K +$73.3K +460 +41%
HVP
1288
Hudson Value Partners
Florida
$242K +$27.9K +175 +13%
FHB
1289
First Hawaiian Bank
Hawaii
$241K
BlackRock
1290
BlackRock
New York
$241K +$478 +3 +0.2%
DPI
1291
Diversified Portfolios Inc
Michigan
$240K -$4.46K -28 -2%
WA
1292
Waddell & Associates
Tennessee
$239K +$248K +1,554 New
AC
1293
Arjuna Capital
North Carolina
$238K -$46.1K -289 -16%
ST
1294
Spinnaker Trust
Maine
$238K -$10K -63 -4%
HI
1295
Hendershot Investments
Virginia
$238K
EA
1296
Ellsworth Advisors
Ohio
$237K -$14.7K -92 -6%
OCM
1297
Orleans Capital Management
Louisiana
$237K
CC
1298
Cadinha & Co
Hawaii
$236K
SFI
1299
SPC Financial Inc
Maryland
$236K
FCIM
1300
Fairview Capital Investment Management
California
$236K +$637 +4 +0.3%

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.