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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
CQS
1376
Credential Qtrade Securities
$143K +$149K +933 New
PFBT
1377
Parkside Financial Bank & Trust
Missouri
$143K +$3.51K +22 +2%
RBC
1378
Roble Belko & Company
Pennsylvania
$135K
GPA
1379
Guidance Point Advisors
Massachusetts
$134K +$140K +878 New
LFG
1380
Larson Financial Group
Missouri
$132K +$12.3K +77 +10%
LIA
1381
LS Investment Advisors
Michigan
$131K
EWM
1382
Edge Wealth Management
New York
$124K +$478 +3 +0.4%
GGI
1383
Godsey & Gibb Inc
Virginia
$123K +$127K +799 New
TFA
1384
Toth Financial Advisory
Virginia
$122K
MPWT
1385
MassMutual Private Wealth & Trust
Connecticut
$121K -$7.81K -49 -6%
BBPWM
1386
Blue Bell Private Wealth Management
Pennsylvania
$116K
PCG
1387
Private Capital Group
Connecticut
$115K
IPW
1388
IronBridge Private Wealth
Texas
$114K
FCMT
1389
Founders Capital Management (Texas)
Texas
$110K +$18.5K +116 +19%
BAM
1390
Bellevue Asset Management
Washington
$109K
SAS
1391
Stelac Advisory Services
New York
$109K
PWMG
1392
Prestige Wealth Management Group
New Jersey
$108K +$44.9K +282 +67%
IFAM
1393
Institutional & Family Asset Management
Colorado
$104K -$10K -63 -9%
ATC
1394
Adirondack Trust Company
New York
$103K
CCM
1395
Cribstone Capital Management
Maine
$102K
MIM
1396
Macroview Investment Management
Maryland
$99K
SWM
1397
Selective Wealth Management
Virginia
$97K +$319 +2 +0.3%
MWC
1398
MBM Wealth Consultants
Missouri
$96K
AP
1399
Atwood & Palmer
Missouri
$94K
NOI
1400
Newton One Investments
Delaware
$92K +$319 +2 +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.