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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
C1AG
476
Client 1st Advisory Group
Florida
$3.42M +$80.1K +591 +2%
SC
477
Savant Capital
Illinois
$3.4M +$90.4K +667 +3%
WB
478
Webster Bank
Connecticut
$3.4M -$1.38M -10,148 -30%
IFO
479
Independent Family Office
New York
$3.4M
IP
480
Investment Partners
Ohio
$3.39M +$3.39K +25 +0.1%
CBFP
481
Cedar Brook Financial Partners
Ohio
$3.38M -$58.3K -430 -2%
Prudential Financial
482
Prudential Financial
New Jersey
$3.35M +$89.3K +659 +3%
HWMG
483
Hurlow Wealth Management Group
Indiana
$3.31M +$322K +2,376 +11%
Lido Advisors
484
Lido Advisors
California
$3.29M +$1.93M +14,269 +158%
PAMG
485
Patton Albertson Miller Group
Tennessee
$3.27M -$396K -2,924 -11%
PPSG
486
Princeton Portfolio Strategies Group
New Jersey
$3.26M +$52.9K +390 +2%
IAN
487
Integrated Advisors Network
Texas
$3.25M +$222K +1,637 +8%
ASN
488
Advisory Services Network
Georgia
$3.25M +$136K +1,004 +5%
LCS
489
Levin Capital Strategies
New York
$3.25M -$2.03M -15,000 -39%
TC
490
Trilogy Capital
California
$3.24M +$27.9K +206 +0.9%
DJSG
491
D.J. St. Germain
Massachusetts
$3.23M +$3.1M +22,846 New
BOH
492
Bank of Hawaii
Hawaii
$3.21M
FHC
493
First Horizon Corporation
Tennessee
$3.21M +$80.8K +596 +3%
SW
494
StrongBox Wealth
Missouri
$3.19M -$75.5K -557 -2%
FMN
495
Financial Management Network
California
$3.18M +$3.03M +22,365 New
MW
496
Marcum Wealth
Ohio
$3.17M +$617K +4,555 +25%
WFA
497
Wade Financial Advisory
California
$3.16M -$113K -832 -4%
CIM
498
Corda Investment Management
Texas
$3.15M +$186K +1,373 +7%
RBFC
499
Roman Butler Fullerton & Co
Missouri
$3.14M +$115K +849 +4%
EHPM
500
Emery Howard Portfolio Management
California
$3.14M +$13.8K +102 +0.5%

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.