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
SWM
251
Segment Wealth Management
Texas
$9.63M +$1.38M +10,156 +18%
SFM
252
Signet Financial Management
New Jersey
$9.59M -$186K -1,372 -2%
DA
253
Detalus Advisors
Missouri
$9.56M +$360K +2,658 +4%
FLPIM
254
F.L. Putnam Investment Management
Massachusetts
$9.54M -$10K -74 -0.1%
FMWA
255
Forvis Mazars Wealth Advisors
Missouri
$9.34M -$219K -1,613 -2%
SWP
256
Stratos Wealth Partners
Ohio
$9.31M -$1.86M -13,743 -17%
MMA
257
Miracle Mile Advisors
California
$9.27M +$1.04M +7,704 +13%
FI
258
FormulaFolio Investments
Michigan
$9.16M +$6.42M +47,367 +271%
SVWAG
259
Sound View Wealth Advisors Group
Georgia
$9.11M +$45K +332 +0.5%
WPWM
260
Windward Private Wealth Management
Kansas
$9.06M +$8.7M +64,182 New
SFA
261
Souders Financial Advisors
Ohio
$8.97M +$250K +1,843 +3%
PA
262
Parallel Advisors
California
$8.96M +$421K +3,108 +5%
RIA
263
Regal Investment Advisors
Michigan
$8.95M +$8.59M +63,416 New
CCM
264
Coldstream Capital Management
Washington
$8.94M +$139K +1,027 +2%
DMC
265
Drexel Morgan & Co
Pennsylvania
$8.94M -$816K -6,018 -9%
ANTB
266
AMG National Trust Bank
Colorado
$8.78M +$2.4M +17,721 +40%
AR
267
Advisory Research
Illinois
$8.77M +$4.21M +31,058 +100%
CCC
268
Crescent Capital Consulting
Louisiana
$8.75M +$8.41M +62,025 New
PIMG
269
Patriot Investment Management Group
Tennessee
$8.73M -$2.64M -19,472 -24%
CWM
270
Cornerstone Wealth Management
Missouri
$8.73M +$3.39K +25 +0%
NIM
271
Northeast Investment Management
Massachusetts
$8.69M +$328K +2,421 +4%
APP
272
Avantax Planning Partners
Iowa
$8.63M +$510K +3,765 +7%
RCAG
273
Rehmann Capital Advisory Group
Michigan
$8.44M -$135K -999 -2%
SAF
274
Smith Anglin Financial
Texas
$8.41M +$8.08M +59,603 New
DWP
275
Destiny Wealth Partners
Florida
$8.41M +$8.07M +59,543 New

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.