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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
HC
651
Hoese & Co
Minnesota
$1.76M +$1.74M +12,855 New
CB
652
Community Bank
New York
$1.76M -$13.6K -100 -0.8%
RA
653
RFG Advisory
Alabama
$1.75M -$51.6K -381 -3%
OLA
654
Oliver Luxxe Assets
New Jersey
$1.74M +$157K +1,156 +10%
SA
655
SRH Advisors
Kansas
$1.73M +$43.5K +321 +3%
RT
656
Rockland Trust
Massachusetts
$1.73M -$14.8K -109 -0.9%
CIA
657
Compass Ion Advisors
Pennsylvania
$1.72M +$631K +4,656 +62%
RMCM
658
Reynders McVeigh Capital Management
Massachusetts
$1.72M -$13.3K -98 -0.8%
SB
659
Strategic Blueprint
Georgia
$1.72M +$59.9K +442 +4%
LFF
660
Level Four Financial
Texas
$1.72M +$1.65M +12,159 New
JCM
661
Jag Capital Management
Missouri
$1.71M -$72.1K -532 -4%
LSAG
662
Lake Street Advisors Group
New Hampshire
$1.7M
IF
663
IRON Financial
Illinois
$1.7M +$78.5K +579 +5%
NCM
664
Novare Capital Management
North Carolina
$1.7M -$17.1K -126 -1%
OAM
665
Occidental Asset Management
California
$1.69M +$897K +6,622 +124%
TYCC
666
Texas Yale Capital Corp
Florida
$1.69M +$17.5K +129 +1%
WJWM
667
Williams Jones Wealth Management
New York
$1.68M +$27.5K +203 +2%
HFA
668
Hoover Financial Advisors
Pennsylvania
$1.66M -$5.96K -44 -0.4%
MCM
669
Monument Capital Management
Virginia
$1.65M -$1.95M -14,362 -55%
BB
670
Busey Bank
Illinois
$1.65M -$99.5K -734 -6%
TAM
671
Tocqueville Asset Management
New York
$1.65M +$118K +867 +8%
SWA
672
Sax Wealth Advisors
New Jersey
$1.65M +$1.58M +11,651 New
PMFA
673
Plante Moran Financial Advisors
Michigan
$1.64M +$245K +1,809 +18%
AIP
674
Almanack Investment Partners
Pennsylvania
$1.63M +$353K +2,602 +29%
M
675
MOTCO
Texas
$1.63M +$38.6K +285 +3%

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.