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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
EWA
151
EP Wealth Advisors
California
$21M -$8.59M -53,894 -28%
SPIA
152
Steward Partners Investment Advisory
New York
$20.9M -$1.65M -10,358 -7%
AIC
153
Ameritas Investment Company
Nebraska
$20.8M +$13.5M +85,018 +169%
WIC
154
Whitegate Investment Counselors
New Hampshire
$20.5M -$1.19M -7,457 -5%
APA
155
American Portfolios Advisors
New York
$20.4M +$1.89M +11,888 +10%
SI
156
SimpliFi Inc
California
$19.7M +$202K +1,269 +1%
RC
157
Rovin Capital
Arizona
$19.7M +$3.08M +19,301 +18%
AWM
158
AE Wealth Management
Kansas
$19.6M -$36.6M -229,494 -64%
GWM
159
Gray Wealth Management
Maine
$19.2M +$574K +3,604 +3%
HFS
160
Howard Financial Services
Texas
$19.2M +$1.51M +9,467 +8%
MGIA
161
Matthew Goff Investment Advisor
Texas
$19.1M +$29M +181,794 +37%
BSW
162
Buckingham Strategic Wealth
Missouri
$19M -$2.51M -15,773 -11%
SFS
163
Searcy Financial Services
Kansas
$18.9M -$4.14K -26 -0%
FWP
164
FAS Wealth Partners
Kansas
$18.8M -$430K -2,699 -2%
CCM
165
Coldstream Capital Management
Washington
$18.8M -$27.3K -171 -0.1%
BWFA
166
Baltimore-Washington Financial Advisors
Maryland
$18.8M +$1.6M +10,068 +9%
IAN
167
Integrated Advisors Network
Texas
$18.5M +$5.42M +34,016 +39%
IAS
168
Investment Advisory Services
Texas
$18.4M +$168K +1,056 +0.9%
GC
169
Gibson Capital
Pennsylvania
$18.3M
WFA
170
West Financial Advisors
Iowa
$18.1M +$672K +4,220 +4%
QCM
171
Quest Capital Management
Texas
$18M -$1.26M -7,897 -6%
CCM
172
Covington Capital Management
California
$18M +$399K +2,506 +2%
BSSFA
173
Baron Silver Stevens Financial Advisors
Florida
$18M +$875K +5,492 +5%
DA
174
Detalus Advisors
Missouri
$17.8M +$1.08M +6,757 +6%
PA
175
PFG Advisors
Arizona
$17.7M +$305K +1,911 +2%

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.