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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
ACM
1501
Alpha Capital Management
Texas
-$461K -2,978 Closed
RCM
1502
Radnor Capital Management
Pennsylvania
-$452K -2,920 Closed
BTWM
1503
Baker Tilly Wealth Management
Wisconsin
-$390K -2,517 Closed
FCFC
1504
First Commonwealth Financial Corp
Pennsylvania
-$367K -2,373 Closed
WAS
1505
WESPAC Advisors SoCal
California
-$356K -2,297 Closed
BFG
1506
Bouchey Financial Group
New York
-$337K -2,175 Closed
VAM
1507
Verity Asset Management
North Carolina
-$311K -2,007 Closed
GAM
1508
Grandview Asset Management
Pennsylvania
-$293K -1,895 Closed
LSA
1509
Lion Street Advisors
Texas
-$263K -1,700 Closed
TC
1510
TownSquare Capital
Utah
-$258K -1,656 Closed
GC
1511
Guggenheim Capital
Illinois
-$243K -1,568 Closed
CS
1512
Capital Square
Tennessee
-$244K -1,550 Closed
LWM
1513
Lyell Wealth Management
California
-$232K -1,501 Closed
BBA
1514
BLB&B Advisors
Pennsylvania
-$223K -1,441 Closed
SFP
1515
Shepherd Financial Partners
Massachusetts
-$222K -1,436 Closed
CS
1516
Credit Suisse
Switzerland
-$221K -1,426 Closed
AA
1517
Alesco Advisors
New York
-$220K -1,422 Closed
HFA
1518
High Falls Advisors
New York
-$215K -1,391 Closed
GWM
1519
GSB Wealth Management
Connecticut
-$208K -1,343 Closed
PIM
1520
Penobscot Investment Management
Massachusetts
-$202K -1,300 Closed
HA
1521
Harfst & Associates
Wyoming
-$200K -1,296 Closed
GIA
1522
Granite Investment Advisors
New Hampshire
-$200K -1,295 Closed
PWP
1523
Personal Wealth Partners
Minnesota
-$177K -1,146 Closed
PA
1524
Perennial Advisors
New York
-$142K -915 Closed
Schroder Investment Management Group
1525
Schroder Investment Management Group
United Kingdom
-$120K -775 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.