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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
HCM
1426
Horrell Capital Management
Arkansas
$46K
NFSG
1427
Newbridge Financial Services Group
Florida
$45K +$9.56K +60 +25%
ME
1428
McIlrath & Eck
Washington
$43K
WBC
1429
West Branch Capital
Massachusetts
$43K
WQ
1430
Wealth Quarterback
New Jersey
$42K -$1.75K -11 -4%
MFT
1431
Moisand Fitzgerald Tamayo
Florida
$40K +$13.2K +83 +47%
CIAS
1432
CBIZ Investment Advisory Services
Ohio
$39K
PCTC
1433
Perkins Coie Trust Company
Washington
$39K
CH
1434
Canton Hathaway
Rhode Island
$38K
CFG
1435
CKW Financial Group
Hawaii
$38K
DWA
1436
Dougherty Wealth Advisers
Minnesota
$38K
CBT
1437
CoreFirst Bank & Trust
Kansas
$37K
BC
1438
Barnett & Company
Tennessee
$37K +$7.01K +44 +22%
PAI
1439
Pittenger & Anderson Inc
Nebraska
$36K
KIG
1440
Kowal Investment Group
Wisconsin
$32K +$33K +207 New
EAM
1441
Eukles Asset Management
Ohio
$31K +$2.71K +17 +9%
TF
1442
Tompkins Financial
New York
$31K +$31.9K +200 New
CWAF
1443
Core Wealth Advisors (Florida)
Florida
$29K
IF
1444
Ironwood Financial
Arizona
$29K
PA
1445
PSI Advisors
Florida
$29K +$30.3K +190 New
LAS
1446
Lloyd Advisory Services
Georgia
$28K -$2.95M -18,484 -99%
LWA
1447
Lenox Wealth Advisors
New York
$28K
TCWA
1448
Ten Capital Wealth Advisors
Washington
$28K
CIA
1449
Cascade Investment Advisors
Oregon
$26.9K
DAM
1450
Delta Asset Management
Tennessee
$26K -$2.39K -15 -8%

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.