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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
BO
1326
Bank OZK
Arkansas
$217K
MCM
1327
MV Capital Management
Maryland
$217K
RRA
1328
Round Rock Advisors
Connecticut
$217K
SW
1329
SteelPeak Wealth
California
$217K
CA
1330
Claro Advisors
Massachusetts
$217K +$956 +6 +0.4%
AUB
1331
Atlantic Union Bankshares
Virginia
$215K
DA
1332
Dash Acquisitions
California
$215K
IMOV
1333
Investment Management of Virginia
Virginia
$215K
CPSC
1334
Carl P. Sherr & Co
Massachusetts
$214K
TF
1335
TimeScale Financial
Massachusetts
$213K -$12K -75 -5%
BU
1336
BBVA USA
Alabama
$213K
FPCM
1337
Financial Partners Capital Management
New York
$213K
IWS
1338
Insight Wealth Strategies
California
$212K -$159 -1 -0.1%
BFG
1339
Berger Financial Group
Minnesota
$212K +$478 +3 +0.2%
FB
1340
Fulton Bank
Pennsylvania
$212K +$220K +1,381 New
HCA
1341
Heck Capital Advisors
Wisconsin
$212K
CCM
1342
Crossvault Capital Management
Texas
$211K
JEST
1343
JTC Employer Solutions Trustee
Jersey
$211K
FFA
1344
First Foundation Advisors
California
$210K -$23.7K -149 -10%
IIM
1345
Ipswich Investment Management
Massachusetts
$210K
WWM
1346
Wolff Wiese Magana
California
$209K
POIA
1347
Pin Oak Investment Advisors
Texas
$207K
CDIA
1348
Capital Directions Investment Advisors
Georgia
$206K -$17.8K -112 -8%
RMC
1349
Resources Management Corp
Connecticut
$206K -$3.19K -20 -1%
SCM
1350
Shelton Capital Management
Colorado
$206K

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.