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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
William Blair & Company
26
William Blair & Company
Illinois
$151M -$8.17M -60,281 -5%
CG
27
Colony Group
Massachusetts
$150M +$6.39M +47,129 +5%
Brown Advisory
28
Brown Advisory
Maryland
$136M +$28.6M +211,355 +28%
JIC
29
Joel Isaacson & Co
New York
$117M +$6.36M +46,932 +6%
KAS
30
Kestra Advisory Services
Texas
$110M +$53M +390,899 +99%
ZB
31
Zions Bancorporation
Utah
$109M -$20.6M -152,245 -16%
MWM
32
Modera Wealth Management
New Jersey
$106M +$5.84M +43,096 +6%
Stifel Financial
33
Stifel Financial
Missouri
$103M +$6.13M +45,232 +7%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$102M -$71.3M -526,197 -42%
Mariner
35
Mariner
Kansas
$94.2M +$2.15M +15,872 +2%
CMO
36
Covenant Multifamily Offices
Texas
$94.1M -$2.6M -19,221 -3%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$93.9M -$20.1M -148,388 -18%
LNC
38
Lincoln National Corp
Pennsylvania
$87.7M +$246K +1,818 +0.3%
BMM
39
Berkshire Money Management
Massachusetts
$87.6M +$14.1M +104,409 +20%
AL
40
Aspiriant LLC
California
$83.8M +$4.09M +30,187 +5%
SFO
41
Stokes Family Office
Louisiana
$80.2M +$887K +6,544 +1%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$76.8M +$2.79M +20,554 +4%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$76.5M +$22.6M +166,500 +44%
MML Investors Services
44
MML Investors Services
Massachusetts
$76.3M +$2.65M +19,582 +4%
GT
45
Glenmede Trust
Pennsylvania
$73.8M -$401K -2,957 -0.6%
Goldman Sachs
46
Goldman Sachs
New York
$67.1M -$11.4M -84,254 -15%
Two Sigma Investments
47
Two Sigma Investments
New York
$66.7M -$13.5M -99,900 -17%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$65.6M +$6.65M +49,070 +12%
Creative Planning
49
Creative Planning
Kansas
$65.6M +$7.38M +54,460 +13%
PAG
50
Private Advisor Group
New Jersey
$64.8M +$3.81M +28,105 +7%

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.