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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
JSL
176
JT Stratford LLC
Georgia
$17.5M -$1.4M -8,810 -7%
CAWM
177
Capital Advisors Wealth Management
Washington
$17.4M +$261K +1,636 +1%
USAA
178
United Services Automobile Association
Texas
$17.3M -$1.29M -8,123 -7%
MA
179
Mutual Advisors
Nebraska
$17.1M -$53.2K -334 -0.3%
LWA
180
LWS Wealth Advisors
New Jersey
$17M +$450K +2,824 +3%
WP
181
WMS Partners
Maryland
$16.8M -$737K -4,627 -4%
GB
182
Goepper Burkhardt
South Carolina
$16.7M -$544K -3,411 -3%
VWA
183
Visionary Wealth Advisors
Illinois
$16.7M +$1.03M +6,449 +6%
NA
184
NewEdge Advisors
Louisiana
$16.7M +$1.91M +11,988 +12%
HT
185
Hefren-Tillotson
Pennsylvania
$16.5M +$1.2M +7,515 +8%
MA
186
Montag & Associates
Georgia
$16.4M +$261K +1,635 +2%
JIC
187
JRM Investment Counsel
Nebraska
$16.3M -$275K -1,728 -2%
VA
188
Valmark Advisers
Ohio
$16.3M +$1M +6,288 +6%
REMPR
189
Roof Eidam Maycock Peralta (REMP)
California
$16.1M +$279K +1,750 +2%
RWG
190
Ratio Wealth Group
Colorado
$16.1M +$3M +18,856 +22%
Northern Trust
191
Northern Trust
Illinois
$16.1M +$3.65M +22,903 +28%
MWA
192
Martel Wealth Advisors
Washington
$15.8M +$128K +805 +0.8%
BFG
193
Beacon Financial Group
Texas
$15.4M +$37.4K +235 +0.2%
JC
194
JBF Capital
Colorado
$15.4M
AWA
195
Arete Wealth Advisors
Illinois
$15.2M +$752K +4,720 +5%
MI
196
Mercer Investments
Massachusetts
$15.1M +$3.83K +24 +0%
HWA
197
Heritage Wealth Advisors
Virginia
$15M -$409K -2,564 -3%
SIM
198
Studio Investment Management
Illinois
$14.8M +$15.4M +96,590 New
CFS
199
CRA Financial Services
New Jersey
$14.8M +$567K +3,561 +4%
JGIA
200
Jackson Grant Investment Advisers
Connecticut
$14.7M -$95.3K -598 -0.6%

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.