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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
Bank of America
1
Bank of America
North Carolina
$3.33B -$20.2M -126,744 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$1.52B +$44.5M +279,403 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.28B +$132M +830,806 +11%
Wells Fargo
4
Wells Fargo
California
$1.05B +$6.22M +39,002 +0.6%
Wealthfront Advisers
5
Wealthfront Advisers
California
$919M -$32.2M -202,038 -3%
UBS Group
6
UBS Group
Switzerland
$871M +$18.9M +118,414 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$829M +$455M +2,855,948 +112%
LPL Financial
8
LPL Financial
California
$669M +$10.3M +64,677 +2%
Citigroup
9
Citigroup
New York
$498M +$102M +640,898 +25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$474M +$22.7M +142,185 +5%
HB
11
Homrich & Berg
Georgia
$459M +$11.1M +69,465 +2%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$365M +$23.8M +149,635 +7%
Ameriprise
13
Ameriprise
Minnesota
$338M +$13M +81,790 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$325M -$5.03M -31,592 -1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$311M +$1.93M +12,089 +0.6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$311M -$4.09M -25,654 -1%
Charles Schwab
17
Charles Schwab
California
$304M +$62.2M +390,413 +25%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$261M -$25.1M -157,522 -8%
RJA
19
Raymond James & Associates
Florida
$254M +$1.92M +12,071 +0.7%
HighTower Advisors
20
HighTower Advisors
Illinois
$249M +$8.96M +56,252 +4%
S
21
SignatureFD
Georgia
$228M +$13.7M +86,183 +6%
Truist Financial
22
Truist Financial
North Carolina
$226M -$4.36M -27,375 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$220M +$2.57M +16,121 +1%
CG
24
Colony Group
Massachusetts
$192M +$16.4M +102,900 +9%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$179M -$6.29M -39,496 -3%

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.