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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
FFA
276
Freedman Financial Associates
Massachusetts
$8.33M +$7.99M +58,981 New
CA
277
Cornerstone Advisory
Maryland
$8.32M +$1.57M +11,571 +24%
ACI
278
Alpha Cubed Investments
California
$7.91M +$280K +2,063 +4%
CA
279
Cetera Advisors
Colorado
$7.85M +$999K +7,369 +15%
WLIM
280
White Lighthouse Investment Management
Massachusetts
$7.81M -$59.9K -442 -0.8%
WBG
281
Wharton Business Group
Pennsylvania
$7.69M +$8.13K +60 +0.1%
RIL
282
Rothschild Investment LLC
Illinois
$7.66M +$199K +1,469 +3%
IA
283
IFP Advisors
Florida
$7.6M +$434K +3,204 +6%
KTC
284
Kistler-Tiffany Companies
Pennsylvania
$7.57M +$181K +1,337 +3%
KCPG
285
Kavar Capital Partners Group
Kansas
$7.53M -$4.61K -34 -0.1%
WP
286
WealthShield Partners
North Carolina
$7.51M +$1.43M +10,572 +25%
BSW
287
Buckingham Strategic Wealth
Missouri
$7.5M +$1.18M +8,722 +20%
KCA
288
Karn Couzens & Associates
Connecticut
$7.49M +$7.19M +53,071 New
WIC
289
Woodmont Investment Counsel
Tennessee
$7.46M +$123K +909 +2%
WA
290
Wealth Advisors
California
$7.43M +$891K +6,574 +14%
DCM
291
Donaldson Capital Management
Indiana
$7.35M +$115K +852 +2%
PD
292
Planning Directions
Pennsylvania
$7.32M +$573K +4,225 +9%
FM
293
Family Management
New York
$7.3M +$344K +2,539 +5%
NFG
294
Next Financial Group
Texas
$7.29M -$258K -1,906 -4%
VWM
295
Vigilare Wealth Management
Arizona
$7.29M +$51.6K +381 +0.7%
AO
296
Advisor OS
Illinois
$7.28M +$1.82M +13,404 +35%
MWA
297
Meridian Wealth Advisors
Texas
$7.27M +$273K +2,015 +4%
1WA
298
180 Wealth Advisors
Washington
$7.22M -$131K -968 -2%
SCA
299
Stokes Capital Advisors
South Carolina
$7.2M +$167K +1,233 +2%
SAI
300
Systematic Alpha Investments
New Jersey
$7.06M +$6.78M +50,000 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.