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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
SIS
1451
Sound Income Strategies
Florida
$25K
JWM
1452
Janiczek Wealth Management
Colorado
$24K
IAS
1453
IMA Advisory Services
Colorado
$23K -$956 -6 -4%
KFI
1454
Key Financial Inc
Pennsylvania
$23K
SNT
1455
Security National Trust
West Virginia
$23K
PK
1456
Pflug Koory
Nebraska
$20K
CMA
1457
Cedar Mountain Advisors
Oregon
$20K +$21.2K +133 New
ANBT
1458
American National Bank & Trust
Texas
$19K +$19.4K +122 New
BCM
1459
Bourgeon Capital Management
Connecticut
$18K
ETI
1460
Enterprise Trust & Investment
California
$17K
AFS
1461
Annapolis Financial Services
Maryland
$16K
CI
1462
CX Institutional
Indiana
$16K
TSW
1463
Thompson Siegel & Walmsley
Virginia
$16K
AW
1464
Avion Wealth
Texas
$15K +$13.5K +85 +654%
GFPC
1465
Global Financial Private Client
Florida
$11.2K
CFFP
1466
Center for Financial Planning
Michigan
$9K
TFA
1467
Transamerica Financial Advisors
Florida
$9K
SN
1468
Sittner & Nelson
Oregon
$8K -$1.27K -8 -14%
GIA
1469
Goodwin Investment Advisory
Georgia
$8K +$8.29K +52 New
EWM
1470
Evermay Wealth Management
Virginia
$7K +$1.75K +11 +34%
TFM
1471
TFC Financial Management
Massachusetts
$6K +$5.9K +37 New
MS
1472
Mizuho Securities
Japan
$5K -$159 -1 -3%
GTAM
1473
Global Trust Asset Management
Florida
$5K
SWA
1474
SOA Wealth Advisors
New York
$4K -$6.85K -43 -59%
SIAP
1475
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K

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.