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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
MS
1351
Madden Securities
Texas
$205K -$3.98K -25 -2%
PCA
1352
Peddock Capital Advisors
Massachusetts
$205K
SLA
1353
Silver Lake Advisory
Utah
$205K +$213K +1,337 New
OWA
1354
One Wealth Advisors
California
$203K
1WM
1355
1900 Wealth Management
Texas
$202K
EWP
1356
Engrave Wealth Partners
Texas
$202K
NPA
1357
Nichols & Pratt Advisers
Massachusetts
$202K
NSAM
1358
North Star Asset Management
Wisconsin
$202K
BFG
1359
Baron Financial Group
New Jersey
$201K -$54.2K -340 -21%
OSNBOA
1360
Old Second National Bank of Aurora
Illinois
$200K -$25.5K -160 -11%
DAC
1361
Dividend Assets Capital
South Carolina
$198K +$31.1K +195 +18%
EDRH
1362
Edmond de Rothschild Holding
Switzerland
$192K
GWS
1363
Glassman Wealth Services
Virginia
$180K
RFA
1364
Reilly Financial Advisors
California
$179K
AWM
1365
AllSquare Wealth Management
New York
$173K
RP
1366
Rowlandmiller & Partners
Georgia
$164K -$143K -900 -39%
PO
1367
Private Ocean
California
$161K +$26.5K +166 +19%
OC
1368
Oakworth Capital
Alabama
$159K
GC
1369
Garde Capital
Washington
$158K +$39.7K +249 +32%
CWM
1370
Consultiva Wealth Management
Puerto Rico
$158K +$164K +1,026 New
HCP
1371
Hexagon Capital Partners
Arkansas
$157K
PP
1372
Pacifica Partners
Canada
$156K +$319 +2 +0.2%
FFC
1373
First Financial Corp
Indiana
$154K
PCA
1374
Providence Capital Advisors
North Carolina
$153K +$112K +700 +236%
RDFA
1375
Ritter Daniher Financial Advisory
Ohio
$146K

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.