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
GRP
401
Global Retirement Partners
California
$4.61M +$166K +1,225 +4%
AC
402
Alexandria Capital
Virginia
$4.6M +$27.6K +204 +0.6%
ACS
403
Archford Capital Strategies
Illinois
$4.55M +$120K +889 +3%
HWM
404
Howard Wealth Management
Connecticut
$4.54M +$4.88K +36 +0.1%
MG
405
MilWealth Group
Wisconsin
$4.53M -$172K -1,268 -4%
SCA
406
STALEY CAPITAL ADVISERS
Pennsylvania
$4.53M -$3.27M -24,115 -43%
ACA
407
Aptus Capital Advisors
Alabama
$4.47M -$33.5K -247 -0.8%
HPC
408
HM Payson & Co
Maine
$4.47M -$405K -2,990 -9%
CWG
409
Cornerstone Wealth Group
North Carolina
$4.45M -$1.01M -7,431 -19%
JWM
410
JGP Wealth Management
Oregon
$4.44M +$71.4K +527 +2%
DBRC
411
D.B. Root & Company
Pennsylvania
$4.43M +$3.82M +28,170 +873%
SS
412
Simplicity Solutions
Minnesota
$4.43M -$246K -1,815 -5%
SSWG
413
Seven Springs Wealth Group
Tennessee
$4.39M -$295K -2,176 -7%
BF
414
BOK Financial
Oklahoma
$4.35M -$558K -4,114 -12%
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$4.34M +$700K +5,165 +20%
EFS
416
Essex Financial Services
Connecticut
$4.34M +$1.25M +9,190 +43%
PFA
417
Plotkin Financial Advisors
Maryland
$4.34M +$187K +1,378 +5%
MSFS
418
Main Street Financial Solutions
Pennsylvania
$4.33M +$4.15M +30,634 New
NG
419
Northstar Group
New York
$4.31M +$84.7K +625 +2%
V
420
Veritable
Delaware
$4.3M -$1.01M -7,469 -20%
LAM
421
LifePro Asset Management
California
$4.29M +$556K +4,104 +16%
MBT
422
Montecito Bank & Trust
California
$4.29M +$436K +3,214 +12%
NL
423
NWAM LLC
Washington
$4.26M +$459K +3,388 +13%
BRG
424
Bay Rivers Group
Virginia
$4.22M -$238K -1,753 -6%
TA
425
TruWealth Advisors
Louisiana
$4.21M +$4.04M +29,837 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.