Vanguard Dividend Appreciation ETF
VIG
1,442 hedge funds and large institutions have $23.7B invested in Vanguard Dividend Appreciation ETF in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 580 increasing their positions, 533 reducing their positions, and 60 closing their positions.
75% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 60
19% more call options, than puts
Call options by funds: $43.3M | Put options by funds: $36.3M
2% more funds holding
Funds holding: 1,412 → 1,442 (+30)
9% more repeat investments, than reductions
Existing positions increased: 580 | Existing positions reduced: 533
2% more capital invested
Capital invested by funds: $23.1B → $23.7B (+$553M)
0.81% less ownership
Funds ownership: 43.36% → 42.54% (-0.81%)
2% less funds holding in top 10
Funds holding in top 10: 221 → 217 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$220M |
| 2 |
LPL Financial
San Diego,
California
|
+$76.8M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$46.9M |
| 4 |
SAI
Systematic Alpha Investments
Princeton,
New Jersey
|
+$43.1M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$40.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$250M |
| 2 |
Citigroup
New York
|
-$85.6M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$67.6M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$67.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$60.5M |
VIG Hedge Fund Activity: Q1 2021 in Review
1,442 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2021, worth a combined $23.7B — up 2.4% from $23.1B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new VIG positions and 60 closed out — a net gain of 45 holders — while 580 added to existing stakes and 533 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $220M. The largest seller was Bank of America, cutting an estimated $250M.
- 1,442 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2021, up from 1,412 in Q4 2020.
- Funds reported $23.7B of Vanguard Dividend Appreciation ETF stock for Q1 2021, up 2.4% quarter-over-quarter.
- 105 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2021 and 60 closed out, a net change of +45 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q1 2021 was HighTower Advisors, an estimated $220M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q1 2021 was Bank of America, an estimated $250M sold.
Based on aggregated 13F filings for Q1 2021.