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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
CWA
301
Clarity Wealth Advisors
California
$7.05M +$677K +4,995 +11%
SWA
302
Safir Wealth Advisors
New Hampshire
$7.03M +$6.75M +49,773 New
BCM
303
Brookstone Capital Management
Illinois
$7.02M +$6.45M +47,598 +2,206%
EW
304
Evoke Wealth
California
$6.99M +$812K +5,995 +14%
OC
305
Oppenheimer & Co
New York
$6.93M +$798K +5,885 +14%
WCG
306
Weaver Consulting Group
California
$6.88M +$447K +3,301 +7%
TF
307
TIAA FSB
Florida
$6.84M +$66.1K +488 +1%
GWAG
308
Garrett Wealth Advisory Group
Texas
$6.77M -$327K -2,415 -5%
NP
309
NorthRock Partners
Minnesota
$6.76M +$516K +3,806 +9%
KA
310
Kovack Advisors
Florida
$6.76M -$89.6K -661 -1%
PP
311
Palladium Partners
Virginia
$6.74M -$32.7K -241 -0.5%
BWM
312
Benchmark Wealth Management
Connecticut
$6.73M +$34.8K +257 +0.5%
CPWA
313
Cerro Pacific Wealth Advisors
California
$6.71M +$6.44M +47,518 New
JWCA
314
J.W. Cole Advisors
Florida
$6.67M +$2.24M +16,565 +54%
EWM
315
Evercore Wealth Management
New York
$6.63M +$1.81M +13,323 +40%
CAG
316
Crestwood Advisors Group
Massachusetts
$6.61M -$720K -5,315 -10%
GAM
317
Geier Asset Management
Maryland
$6.55M +$6.38M +47,040 New
HWA
318
HHM Wealth Advisors
Tennessee
$6.52M -$23.6K -174 -0.4%
CAG
319
Csenge Advisory Group
Florida
$6.5M +$215K +1,589 +4%
WANY
320
Wealthspire Advisors (New York)
New York
$6.43M +$5.67M +41,827 +1,130%
AIC
321
Ameritas Investment Company
Nebraska
$6.37M +$1.85M +13,682 +43%
JMFC
322
J.M. Forbes & Co
Massachusetts
$6.37M +$16.3K +120 +0.3%
MFA
323
McClarren Financial Advisors
Pennsylvania
$6.36M +$6.11M +45,056 New
WA1
324
Wimmer Associates 1
California
$6.34M +$188K +1,384 +3%
BWG
325
Beta Wealth Group
California
$6.27M +$6.02M +44,410 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.