We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

1,410 hedge funds and large institutions have $23.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 596 increasing their positions, 396 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 396

22% more funds holding in top 10

Funds holding in top 10: 180220 (+40)

14% more capital invested

Capital invested by funds: $20.2B → $23.1B (+$2.85B)

13% more funds holding

Funds holding: 1,2471,410 (+163)

0.67% more ownership

Funds ownership: 42.67%43.34% (+0.67%)

45% less call options, than puts

Call options by funds: $49M | Put options by funds: $88.8M

Holders
1,410
Holders Change
+163
Holders Change %
+13.07%
% of All Funds
24.95%
Holding in Top 10
220
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+22.22%
% of All Funds
3.89%
New
222
Increased
596
Reduced
396
Closed
39
Calls
$49M
Puts
$88.8M
Net Calls
-$39.8M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JBA
226
Johnson Bixby & Associates
Washington
$10.9M +$10.5M +77,557 New
FHA
227
Flagship Harbor Advisors
Massachusetts
$10.9M -$261K -1,925 -2%
SCA
228
Snowden Capital Advisors
New York
$10.8M +$413K +3,044 +4%
PWW
229
Pettyjohn Wood & White
Virginia
$10.7M -$25.8K -190 -0.2%
A
230
AdvicePeriod
California
$10.7M +$605K +4,467 +6%
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$10.6M +$746K +5,506 +8%
ICMP
232
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.5M -$236K -1,738 -2%
CCP
233
Corient Capital Partners
California
$10.4M +$9.38M +69,233 +1,484%
PFA
234
Paradigm Financial Advisors
Missouri
$10.4M +$3.7M +27,338 +59%
WWM
235
Western Wealth Management
Colorado
$10.4M +$1.51M +11,165 +18%
BAM
236
BTS Asset Management
Massachusetts
$10.4M +$9.94M +73,368 New
HFS
237
Horizon Financial Services
North Carolina
$10.3M +$208K +1,535 +2%
KWM
238
Kingsview Wealth Management
Oregon
$10.3M +$2.49M +18,368 +34%
FMBTD
239
First Midwest Bank Trust Division
Illinois
$10.3M +$2.24M +16,561 +30%
AWM
240
AE Wealth Management
Kansas
$10.2M +$271K +1,999 +3%
LNB
241
Ledyard National Bank
$10.1M -$1.22M -9,005 -11%
AAS
242
Avantax Advisory Services
Texas
$10M -$17.3M -127,313 -64%
LIM
243
Leavell Investment Management
Alabama
$10M +$696K +5,135 +8%
IWP
244
IAG Wealth Partners
Wisconsin
$9.96M -$270K -1,993 -3%
DFG
245
Demars Financial Group
Washington
$9.9M +$9.24M +68,175 +3,540%
ECM
246
Evergreen Capital Management
Washington
$9.85M -$118K -868 -1%
CIC
247
Carnegie Investment Counsel
Ohio
$9.85M +$39.7K +293 +0.4%
CCT
248
Country Club Trust
Missouri
$9.83M +$94.1K +694 +1%
PA
249
Paracle Advisors
Washington
$9.82M -$826K -6,095 -8%
WI
250
Wintrust Investments
Illinois
$9.66M +$153K +1,131 +2%

VIG Hedge Fund Activity: Q4 2020 in Review

1,410 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2020, worth a combined $23.1B — up 14% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new VIG positions and 39 closed out — a net gain of 183 holders — while 596 added to existing stakes and 396 trimmed.

The largest buyer was Bank of America, adding an estimated $215M. The largest seller was Truist Financial, cutting an estimated $323M.

  • 1,410 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2020, up from 1,247 in Q3 2020.
  • Funds reported $23.1B of Vanguard Dividend Appreciation ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 222 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2020 and 39 closed out, a net change of +183 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q4 2020 was Bank of America, an estimated $215M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q4 2020 was Truist Financial, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2020.