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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
AFM
551
Abbot Financial Management
Massachusetts
$2.45M +$123K +908 +6%
MSA
552
Marino Stram & Associates
Massachusetts
$2.44M +$238K +1,756 +11%
SCA
553
St. Clair Advisors
Ohio
$2.41M +$2.31M +17,050 New
WFA
554
Wellspring Financial Advisors
Ohio
$2.4M -$54.9K -405 -2%
MFA
555
Mayflower Financial Advisors
Massachusetts
$2.38M +$2.28M +16,858 New
IWC
556
Integrated Wealth Concepts
Massachusetts
$2.36M +$36.6K +270 +2%
CI
557
Cavalier Investments
Georgia
$2.36M +$2.26M +16,690 New
TFGT
558
TS Financial Group (TSFG)
Illinois
$2.34M +$25.2K +186 +1%
FNBOMD
559
First National Bank of Mount Dora
Florida
$2.34M +$84.3K +622 +4%
JFGIW
560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.34M -$55K -406 -2%
MCC
561
Money Concepts Capital
Florida
$2.33M +$2.24M +16,531 New
FDCDDQ
562
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.33M -$503K -3,714 -18%
DWM
563
Darwin Wealth Management
Florida
$2.32M -$1.01M -7,451 -31%
COCM
564
Charter Oak Capital Management
New Hampshire
$2.32M +$2.23M +16,445 New
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$2.32M
AFP
566
Ausdal Financial Partners
Iowa
$2.31M +$210K +1,549 +10%
LW
567
Linscomb Wealth
Texas
$2.3M -$38.2K -282 -2%
BW
568
Bison Wealth
Georgia
$2.29M +$471K +3,475 +27%
TFO
569
Tarbox Family Office
California
$2.29M -$401K -2,957 -15%
SPA
570
Sentinel Pension Advisors
Massachusetts
$2.28M -$92.7K -684 -4%
AWM
571
Avior Wealth Management
Nebraska
$2.27M +$206K +1,519 +10%
RAM
572
Riggs Asset Management
Pennsylvania
$2.25M +$2.16M +15,968 New
TFA
573
Tobias Financial Advisors
Florida
$2.25M -$14.6K -108 -0.7%
MPW
574
MA Private Wealth
California
$2.24M -$29.5K -218 -1%
CIC
575
Cutler Investment Counsel
Oregon
$2.23M -$53.7K -396 -2%

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.