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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
CA
676
CapWealth Advisors
Tennessee
$1.63M +$19.2K +142 +1%
PB
677
Pinnacle Bancorp
Nebraska
$1.62M +$78.6K +580 +5%
LWCFA
678
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.61M
PP
679
Patten & Patten
Tennessee
$1.61M +$248K +1,829 +19%
PSP
680
Principal Street Partners
Tennessee
$1.61M +$14K +103 +0.9%
WP
681
WealthSource Partners
California
$1.61M +$1.22M +9,024 +384%
VFPI
682
Vantage Financial Partners (Illinois)
Illinois
$1.6M -$177K -1,305 -10%
CA
683
Continuum Advisory
Idaho
$1.59M +$217K +1,600 +17%
NRI
684
NFP Retirement Inc
California
$1.58M +$407 +3 +0%
CCA
685
Childress Capital Advisors
Texas
$1.58M +$1.52M +11,200 New
KPCM
686
Kings Point Capital Management
New York
$1.58M +$22.8K +168 +2%
AWA
687
ARQ Wealth Advisors
Arizona
$1.58M +$9.62K +71 +0.6%
FCI
688
Financial Counselors Inc
Kansas
$1.58M -$28.1K -207 -2%
GC
689
Grimes & Company
Massachusetts
$1.57M +$105K +773 +7%
SMG
690
Spectrum Management Group
Indiana
$1.56M -$897K -6,622 -37%
GGS
691
Galvin Gaustad & Stein
Arizona
$1.56M +$1.5M +11,060 New
WKWM
692
Walter & Keenan Wealth Management
Indiana
$1.56M
WCM
693
Windham Capital Management
Massachusetts
$1.55M
DDC
694
DF Dent & Co
Maryland
$1.55M -$5.42K -40 -0.4%
First Manhattan
695
First Manhattan
New York
$1.55M -$131K -963 -8%
VCM
696
Vivaldi Capital Management
Illinois
$1.53M +$60.3K +445 +4%
TAM
697
Townsend Asset Management
North Carolina
$1.51M -$8.13K -60 -0.6%
BJL
698
Brighton Jones LLC
Washington
$1.51M +$49.9K +368 +4%
EWA
699
Exencial Wealth Advisors
Oklahoma
$1.5M -$66.5K -491 -4%
CCM
700
Canal Capital Management
Virginia
$1.5M -$492K -3,634 -25%

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.