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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
RG
601
Retirement Group
California
$2.05M -$19.5K -144 -1%
RWM
602
Ritholtz Wealth Management
New York
$2.05M
KIA
603
KCM Investment Advisors
California
$2.05M -$25.8K -190 -1%
NIA
604
Northstar Investment Advisors
Colorado
$2.05M -$4.61K -34 -0.2%
RA
605
Rational Advisors
New York
$2.04M +$1.2M +8,853 +159%
GB
606
Gunma Bank
Japan
$2.03M +$1.95M +14,400 New
CT
607
Caldwell Trust
Florida
$2.02M -$61.4K -453 -3%
Millennium Management
608
Millennium Management
New York
$2.02M -$1.8M -13,263 -48%
PHS
609
Pekin Hardy Strauss
Illinois
$2.01M +$27.1K +200 +1%
TWM
610
Tradition Wealth Management
Minnesota
$2M +$1.92M +14,182 New
CNB
611
Camden National Bank
Maine
$2M +$42.4K +313 +2%
APWM
612
Atlas Private Wealth Management
New York
$2M -$241K -1,778 -11%
CCG
613
Cypress Capital Group
Florida
$2M +$426K +3,141 +29%
CAN
614
Claraphi Advisory Network
United States
$1.99M +$175K +1,289 +10%
KJWM
615
Kiley Juergens Wealth Management
Washington
$1.99M +$28.3K +209 +2%
TPA
616
Trivium Point Advisory
Connecticut
$1.99M +$51.1K +377 +3%
TP
617
Tranquility Partners
Tennessee
$1.97M -$2.58K -19 -0.1%
AF
618
Advisornet Financial
Minnesota
$1.97M -$613K -4,520 -24%
ACP
619
Aviance Capital Partners
Florida
$1.97M -$488K -3,599 -21%
JFG
620
JMG Financial Group
Illinois
$1.95M -$125K -921 -6%
VHAM
621
Van Hulzen Asset Management
California
$1.95M -$94.7K -699 -5%
BFA
622
Beacon Financial Advisory
Ohio
$1.95M +$335K +2,471 +22%
CHA
623
Carmichael Hill & Associates
Maryland
$1.94M +$4.88K +36 +0.3%
LRPA
624
L. Roy Papp & Associates
Arizona
$1.94M +$35.8K +264 +2%
CFP
625
Curran Financial Partners
South Carolina
$1.94M +$1.86M +13,708 New

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.