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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
AIFAIM
451
American Institute for Advanced Investment Management
Arizona
$3.77M +$220K +1,620 +6%
SW
452
SkyOak Wealth
Michigan
$3.77M -$3.93K -29 -0.1%
SIAG
453
Safeguard Investment Advisory Group
California
$3.75M +$3.6M +26,538 New
NWS
454
Newport Wealth Strategies
California
$3.72M
DI
455
DAGCO Inc
Ohio
$3.71M +$188K +1,384 +6%
BFO
456
Boston Family Office
Massachusetts
$3.69M +$385K +2,841 +12%
AIA
457
Angeles Investment Advisors
California
$3.68M
CNBTD
458
Citizens National Bank Trust Department
Mississippi
$3.67M +$3.53M +26,021 New
TA
459
TrueWealth Advisors
Alabama
$3.63M +$3.45M +25,489 New
GWM
460
Geneos Wealth Management
Colorado
$3.62M +$2.91M +21,474 +100%
MC
461
Moors & Cabot
Massachusetts
$3.61M +$465K +3,428 +15%
WCM
462
WealthBridge Capital Management
Ohio
$3.58M +$120K +886 +4%
CM
463
Cornerstone Management
Georgia
$3.56M +$895K +6,606 +35%
HL
464
HeadInvest LLC
Maine
$3.56M +$364K +2,685 +12%
ELI
465
Empire Life Investments
Ontario, Canada
$3.56M +$1.22M +9,000 +56%
SSWM
466
Sheets Smith Wealth Management
North Carolina
$3.55M +$21.3K +157 +0.6%
AFA
467
Atlanta Financial Associates
Georgia
$3.53M -$433K -3,193 -11%
FI
468
Financial Insights
Washington
$3.52M +$28.3K +209 +0.8%
RCA
469
Ranch Capital Advisors
Florida
$3.52M +$194K +1,432 +6%
PTC
470
Philadelphia Trust Company
Pennsylvania
$3.52M +$735K +5,420 +28%
PCIA
471
Prime Capital Investment Advisors
Kansas
$3.47M -$698K -5,148 -17%
LWPC
472
Legacy Wealth Partners (California)
California
$3.44M -$6.66M -49,157 -67%
SFS
473
Strategic Financial Services
New York
$3.44M -$1.06M -7,794 -24%
LFAS
474
Level Four Advisory Services
Texas
$3.43M -$1.48M -10,885 -31%
SCI
475
S&CO Inc
Massachusetts
$3.43M

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.