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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
CA
351
CGN Advisors
Kansas
$5.72M +$5.49M +40,510 New
BFEC
352
Benjamin F. Edwards & Company
Missouri
$5.71M +$142K +1,047 +3%
CCG
353
Chatham Capital Group
Georgia
$5.68M +$307K +2,263 +6%
SWM
354
SeaCrest Wealth Management
New York
$5.67M -$10.7K -79 -0.2%
FCA
355
FLC Capital Advisors
California
$5.61M -$105K -774 -2%
AIC
356
Archer Investment Corporation
Indiana
$5.58M +$964K +7,110 +22%
CW
357
CreativeOne Wealth
Kansas
$5.58M +$3.2M +23,616 +149%
NSIM
358
North Star Investment Management
Illinois
$5.54M +$562K +4,145 +12%
TGAM
359
TBH Global Asset Management
Tennessee
$5.53M +$1.5M +11,040 +39%
MP
360
McDonald Partners
Ohio
$5.52M +$5.3M +39,088 New
PFA
361
Pathway Financial Advisors
Vermont
$5.5M +$33.9K +250 +0.6%
FF
362
Fluent Financial
Texas
$5.48M +$5.26M +38,844 New
Wealth Enhancement Advisory Services
363
Wealth Enhancement Advisory Services
Minnesota
$5.48M -$509K -3,754 -9%
AWS
364
AJ Wealth Strategies
New York
$5.48M +$37.5K +277 +0.7%
CTC
365
Central Trust Company
Missouri
$5.44M +$407K +3,006 +8%
MOS
366
MGO One Seven
Ohio
$5.41M -$38.8K -286 -0.7%
VFA
367
Voya Financial Advisors
Connecticut
$5.4M -$295K -2,176 -5%
FP
368
Financial Perspectives
Minnesota
$5.4M +$529K +3,902 +11%
AWM
369
Aberdeen Wealth Management
Illinois
$5.38M -$12.6K -93 -0.2%
SSI
370
Scott & Selber Inc
Texas
$5.37M +$210K +1,549 +4%
FANJ
371
Financial Architects (New Jersey)
New Jersey
$5.37M +$1.5M +11,095 +41%
GVAG
372
Great Valley Advisor Group
Delaware
$5.3M -$75.5K -557 -1%
BWM
373
BNC Wealth Management
Oregon
$5.26M +$326K +2,402 +7%
MAFM
374
Mid Atlantic Financial Management
Pennsylvania
$5.25M +$147K +1,087 +3%
OHIS
375
Oak Harvest Investment Services
Texas
$5.21M +$5M +36,900 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.