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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
TPW
1301
TL Private Wealth
Texas
$235K +$1.12K +7 +0.5%
SIG
1302
Sargent Investment Group
Maryland
$231K +$239K +1,501 New
SCP
1303
Shorepoint Capital Partners
Massachusetts
$231K +$240K +1,506 New
HA
1304
HC Advisors
Georgia
$230K
TCM
1305
Tradewinds Capital Management
Washington
$230K
BTW
1306
Boston Trust Walden
Massachusetts
$229K
WG
1307
Welch Group
Alabama
$229K +$2.23K +14 +0.9%
BFA
1308
Beaumont Financial Advisors
Massachusetts
$228K -$52.4K -329 -18%
TCM
1309
Triumph Capital Management
Colorado
$228K +$7.17K +45 +3%
CFS
1310
Cannon Financial Strategists
Georgia
$226K -$7.81K -49 -3%
ACG
1311
Allen Capital Group
Nebraska
$224K
MFS
1312
Madrona Financial Services
Washington
$223K
SIM
1313
Sonora Investment Management
Arizona
$223K +$85.7K +538 +59%
AC
1314
Abbrea Capital
California
$222K +$230K +1,443 New
IIC
1315
Integrated Investment Consultants
Michigan
$222K +$230K +1,445 New
CWM
1316
Campbell Wealth Management
Virginia
$221K
TIM
1317
Tortoise Investment Management
New York
$221K
DP
1318
Dearborn Partners
Illinois
$221K +$229K +1,439 New
BCM
1319
BlueCrest Capital Management
Jersey
$220K -$589K -3,695 -72%
CIC
1320
Cornercap Investment Counsel
Georgia
$220K -$61.8K -388 -21%
WCM
1321
Windsor Capital Management
Arizona
$220K
CFG
1322
Cooper Financial Group
California
$220K +$228K +1,431 New
HCIA
1323
Hochman Cole Investment Advisors
Illinois
$219K -$15.9K -100 -7%
AIS
1324
American Investment Services
Massachusetts
$219K
FTS
1325
Fifth Third Securities
Ohio
$219K +$227K +1,425 New

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.