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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
FFC
501
Fure Financial Corporation
Minnesota
$3.12M -$3M -22,152 -50%
BCWM
502
Bartlett & Co Wealth Management
Ohio
$3.12M
BC
503
Bartlett & Co
Ohio
$3.12M
WSFS
504
Wilmington Savings Fund Society
Delaware
$3.11M -$225K -1,663 -7%
IFG
505
Independent Financial Group
California
$3.1M -$348K -2,570 -10%
KPW
506
Kore Private Wealth
New York
$3.09M -$56K -413 -2%
BWA
507
BDO Wealth Advisors
Florida
$3.07M -$1.39M -10,290 -32%
FWM
508
Fairhaven Wealth Management
Illinois
$3.06M +$12.3K +91 +0.4%
BCA
509
Berman Capital Advisors
Georgia
$3.06M +$21.3K +157 +0.7%
PA
510
Pinnacle Associates
New York
$2.98M +$31.8K +235 +1%
FEG
511
Financial Enhancement Group
Indiana
$2.96M -$82.8K -611 -3%
TVWM
512
Tower View Wealth Management
Wisconsin
$2.92M -$89.3K -659 -3%
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$2.92M +$2.34M +17,302 +513%
GLA
514
Good Life Advisors
Pennsylvania
$2.91M +$386K +2,847 +16%
RIG
515
Roosevelt Investment Group
New York
$2.91M +$33.2K +245 +1%
SWPG
516
Strategic Wealth Partners Group
Illinois
$2.9M +$2.03K +15 +0.1%
IWM
517
IHT Wealth Management
Illinois
$2.89M +$214K +1,581 +8%
PJB
518
Paul John Balson
California
$2.88M +$149K +1,096 +6%
GIM
519
Goelzer Investment Management
Indiana
$2.85M -$71.7K -529 -3%
CIA
520
Choate Investment Advisors
Massachusetts
$2.83M -$410K -3,022 -13%
Mackenzie Financial
521
Mackenzie Financial
Ontario, Canada
$2.82M -$236K -1,740 -8%
PPP
522
Private Portfolio Partners
New Jersey
$2.82M +$7.05K +52 +0.3%
SFG
523
Sovereign Financial Group
Connecticut
$2.81M +$2.7M +19,938 New
RWMH
524
Riverpoint Wealth Management Holdings
Illinois
$2.79M -$93.5K -690 -3%
SCM
525
Southport Capital Management
Tennessee
$2.79M -$45.7K -337 -2%

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.