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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
CFN
1476
Cordasco Financial Network
Florida
$4K +$4.62K +29 New
HFA
1477
HC Financial Advisors
California
$3K
OIA
1478
Optimum Investment Advisors
Illinois
$3K
JMF
1479
Johnson Midwest Financial
Iowa
$3K +$3.19K +20 New
LIA
1480
LBMC Investment Advisors
Tennessee
$2.18K -$601K -3,769 -26%
GWMIA
1481
Global Wealth Management Investment Advisory
Florida
$2K
BBHC
1482
Brown Brothers Harriman & Co
New York
$1.03K
LPWM
1483
Lake Point Wealth Management
Texas
$1K
VCWA
1484
Vanguard Capital Wealth Advisors
Colorado
$200
IC
1485
Inscription Capital
Texas
-$44.4M -287,059 Closed
Qube Research & Technologies (QRT)
1486
Qube Research & Technologies (QRT)
United Kingdom
-$20.2M -130,477 Closed
WBG
1487
Wharton Business Group
Pennsylvania
-$13.3M -85,610 Closed
Barclays
1488
Barclays
United Kingdom
-$12.7M -82,000 Closed
WI
1489
Wintrust Investments
Illinois
-$11.2M -72,324 Closed
Millennium Management
1490
Millennium Management
New York
-$5.23M -33,788 Closed
Susquehanna International Group
1491
Susquehanna International Group
Pennsylvania
-$4.84M -30,363 Closed
DMC
1492
Drexel Morgan & Co
Pennsylvania
-$3.41M -22,006 Closed
GI
1493
Glovista Investments
New Jersey
-$2.6M -16,780 Closed
TPA
1494
Trivium Point Advisory
Connecticut
-$2.25M -14,516 Closed
Squarepoint
1495
Squarepoint
New York
-$2.24M -14,464 Closed
LSAG
1496
Lake Street Advisors Group
New Hampshire
-$1.74M -10,757 Closed
HCM
1497
Howard Capital Management
Georgia
-$1.18M -7,706 Closed
PWM
1498
PRW Wealth Management
Massachusetts
-$909K -5,875 Closed
SFA
1499
Sequoia Financial Advisors
Ohio
-$788K -5,091 Closed
BDWCC
1500
B&D White Capital Company
Texas
-$540K -3,490 Closed

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.