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Vanguard Dividend Appreciation ETF

1,411 hedge funds and large institutions have $23.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q4 according to their latest regulatory filings, with 223 funds opening new positions, 596 increasing their positions, 396 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 396

23% more funds holding in top 10

Funds holding in top 10: 180221 (+41)

14% more capital invested

Capital invested by funds: $20.2B → $23.1B (+$2.85B)

13% more funds holding

Funds holding: 1,2471,411 (+164)

0.68% more ownership

Funds ownership: 42.67%43.35% (+0.68%)

45% less call options, than puts

Call options by funds: $49M | Put options by funds: $88.8M

Holders
1,411
Holders Change
+164
Holders Change %
+13.15%
% of All Funds
24.96%
Holding in Top 10
221
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+22.78%
% of All Funds
3.91%
New
223
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
AWP
426
Accretive Wealth Partners
New Jersey
$4.21M +$4.04M +29,826 New
PCM
427
Pennsylvania Capital Management
Pennsylvania
$4.2M +$672K +4,956 +20%
FCB
428
First Command Bank
Texas
$4.18M -$230K -1,694 -5%
FCFS
429
First Command Financial Services
Texas
$4.18M -$230K -1,694 -5%
Natixis Advisors
430
Natixis Advisors
Massachusetts
$4.14M +$86.2K +636 +2%
AWM
431
Apollon Wealth Management
South Carolina
$4.11M -$359K -2,648 -8%
OCM
432
Orion Capital Management
California
$4.09M +$3.93M +28,968 New
IA
433
Insight Advisors
Pennsylvania
$4.05M +$3.88M +28,666 New
KL
434
KWMG LLC
Kansas
$4.04M -$382K -2,819 -9%
CA
435
Clearstead Advisors
Ohio
$4.02M
SG
436
StoneX Group
New York
$3.99M -$64K -472 -2%
BPA
437
Beacon Pointe Advisors
California
$3.99M -$123K -908 -3%
Bessemer Group
438
Bessemer Group
New Jersey
$3.97M -$730K -5,383 -16%
DAS
439
Dynamic Advisor Solutions
Arizona
$3.94M -$139K -1,027 -4%
COF
440
Capital One Financial
Virginia
$3.94M -$524K -3,865 -12%
DFA
441
DHJJ Financial Advisors
Illinois
$3.92M +$3.76M +27,766 New
OIA
442
OneDigital Investment Advisors
Kansas
$3.92M +$56K +413 +2%
FHC
443
First Heartland Consultants
Missouri
$3.92M -$21.3K -157 -0.6%
MWA
444
Moser Wealth Advisors
Washington
$3.89M +$2.44K +18 +0.1%
H
445
HoyleCohen
California
$3.88M +$142K +1,048 +4%
LWAC
446
Laurel Wealth Advisors (California)
California
$3.87M +$26.8K +198 +0.7%
DE
447
Day & Ennis
Georgia
$3.81M -$105K -777 -3%
HC
448
Henshaw Capital
Massachusetts
$3.81M
BFM
449
Boston Financial Management
Massachusetts
$3.81M -$488K -3,599 -12%
TCOV
450
Trust Company of Vermont
Vermont
$3.79M -$28.3K -209 -0.8%

VIG Hedge Fund Activity: Q4 2020 in Review

1,411 of the 5,652 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: 223 funds opened new VIG positions and 39 closed out — a net gain of 184 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.

  • 1,411 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.
  • 223 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2020 and 39 closed out, a net change of +184 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.