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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
HI
1401
Hudock Inc
Pennsylvania
$83K -$31.7K -199 -27%
RCM
1402
Regency Capital Management
Hawaii
$83K +$34.9K +219 +69%
PGAM
1403
Princeton Global Asset Management
New Jersey
$82K +$55.8K +350 +189%
1IA
1404
1834 Investment Advisors
Wisconsin
$81K
AWM
1405
Avondale Wealth Management
Texas
$79K
TLCM
1406
Twin Lakes Capital Management
California
$77K
VC
1407
Vestor Capital
Illinois
$77K
LS
1408
Leelyn Smith
Illinois
$75K
AssetMark Inc
1409
AssetMark Inc
California
$74K -$17.4K -109 -19%
FNBOSM
1410
First National Bank of South Miami
Florida
$73K +$75.7K +475 New
PFA
1411
Professional Financial Advisors
Nebraska
$72K
HF
1412
Halpern Financial
Virginia
$68.5K
PSB
1413
Piscataqua Savings Bank
New Hampshire
$68K -$23.6K -148 -25%
MAWCM
1414
Mine & Arao Wealth Creation & Management
California
$67K +$159 +1 +0.2%
SC
1415
Steph & Co
Wisconsin
$65K
CFB
1416
Cullen/Frost Bankers
Texas
$59K
CWA
1417
Carolina Wealth Advisors
South Carolina
$55K
CCA
1418
Column Capital Advisors
Indiana
$55K
APWA
1419
Atlas Private Wealth Advisors
New Jersey
$55K +$159 +1 +0.3%
BWL
1420
Bogart Wealth LLC
Virginia
$52K -$956 -6 -2%
EI
1421
Ellevest Inc
New York
$50K
VRM
1422
Vectors Research Management
New York
$48K -$5.58K -35 -10%
IRC
1423
Investors Research Corp
Georgia
$47K
MHR
1424
Matthew Hamilton Rosenberg
$47K +$3.67K +23 +8%
TCWM
1425
Total Clarity Wealth Management
Illinois
$47K +$48.6K +305 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.