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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
TFS
326
TrustCore Financial Services
Tennessee
$6.24M -$286K -2,112 -5%
SFP
327
Sandbox Financial Partners
Maryland
$6.22M +$5.97M +44,043 New
SC
328
SouthState Corp
Florida
$6.2M -$153K -1,131 -3%
CS
329
Comerica Securities
Michigan
$6.19M -$283K -2,089 -5%
NFP
330
Novak Financial Planning
Maryland
$6.16M +$5.92M +43,647 New
GJIC
331
Gamble Jones Investment Counsel
California
$6.06M -$39.6K -292 -0.7%
KOMWMG
332
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.06M +$90.3K +666 +2%
PWM
333
Peterson Wealth Management
Nevada
$6.03M +$169K +1,247 +3%
LGWM
334
Litman Gregory Wealth Management
California
$6.01M
ONB
335
Old National Bancorp
Indiana
$6M -$214K -1,580 -4%
MWM
336
Mascoma Wealth Management
New Hampshire
$6M +$5.76M +42,472 New
WT
337
Washington Trust
Rhode Island
$5.99M -$85.4K -630 -1%
SWA
338
Stratos Wealth Advisors
Ohio
$5.98M +$615K +4,539 +12%
RFA
339
Radnor Financial Advisors
Pennsylvania
$5.95M +$1.15M +8,517 +25%
MFS
340
McNamara Financial Services
Massachusetts
$5.92M
SMC
341
Smith, Moore & Co
Missouri
$5.91M -$230K -1,695 -4%
RJT
342
Raymond James Trust
Florida
$5.9M +$88.6K +654 +2%
CIA
343
Capital Investment Advisors
Georgia
$5.89M -$44K -325 -0.8%
SLWA
344
San Luis Wealth Advisors
California
$5.89M +$5.65M +41,709 New
LB
345
Leo Brokerage
Texas
$5.87M +$55.6K +410 +1%
CFO
346
Colony Family Offices
North Carolina
$5.84M +$5.6M +41,345 New
SMG
347
Smart Money Group
Texas
$5.83M +$832K +6,139 +17%
BIA
348
Bigelow Investment Advisors
Maine
$5.8M +$46.9K +346 +0.8%
ABC
349
Associated Banc-Corp
Wisconsin
$5.76M +$1.78M +13,160 +48%
FAIM
350
Financial Advocates Investment Management
Washington
$5.75M +$151K +1,116 +3%

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.