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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 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: 181221 (+40)

14% more capital invested

Capital invested by funds: $20.3B → $23.1B (+$2.85B)

13% more funds holding

Funds holding: 1,2481,411 (+163)

0.67% more ownership

Funds ownership: 42.68%43.35% (+0.67%)

45% less call options, than puts

Call options by funds: $49M | Put options by funds: $88.8M

Holders
1,411
Holders Change
+163
Holders Change %
+13.06%
% of All Funds
24.96%
Holding in Top 10
221
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+22.1%
% of All Funds
3.91%
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
Cerity Partners
701
Cerity Partners
New York
$1.5M -$160K -1,177 -10%
SAM
702
Secure Asset Management
Michigan
$1.49M +$68K +502 +5%
BA
703
Bristlecone Advisors
Washington
$1.48M +$54.9K +405 +4%
CAC
704
Cowen and Company
New York
$1.47M +$1.41M +10,400 New
GIA
705
Guyasuta Investment Advisors
Pennsylvania
$1.45M +$271K +2,000 +24%
APW
706
Acima Private Wealth
Virginia
$1.44M
HIA
707
Harbor Investment Advisory
Maryland
$1.44M -$4.07K -30 -0.3%
CG
708
Caprock Group
Idaho
$1.43M -$137K -1,010 -9%
ECG
709
EPIQ Capital Group
California
$1.43M +$12.3K +91 +0.9%
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$1.43M +$24.4K +180 +2%
WFM
711
Wolff Financial Management
Michigan
$1.42M +$46.9K +346 +4%
SAA
712
Southeast Asset Advisors
Georgia
$1.42M +$271 +2 +0%
ZF
713
Zhang Financial
Michigan
$1.41M -$20.6K -152 -1%
AIP
714
Ahrens Investment Partners
Louisiana
$1.41M -$16.9K -125 -1%
MLFP
715
MPS Loria Financial Planners
Illinois
$1.4M -$3.93K -29 -0.3%
EC
716
Estate Counselors
Wisconsin
$1.4M +$1.35M +9,935 New
NA
717
Nottingham Advisors
New York
$1.4M -$94.7K -699 -7%
IIC
718
Ironwood Investment Counsel
Arizona
$1.4M -$135K -997 -9%
RIA
719
RPG Investment Advisory
California
$1.4M -$25.6K -189 -2%
FFWM
720
Future Financial Wealth Management
Ohio
$1.4M +$1.34M +9,881 New
CIAS
721
Capital Investment Advisory Services
North Carolina
$1.38M +$56K +413 +4%
VAG
722
VisionPoint Advisory Group
Texas
$1.38M -$206K -1,518 -13%
EP
723
Eudaimonia Partners
Tennessee
$1.38M -$115K -852 -8%
GSWM
724
Golden State Wealth Management
California
$1.37M +$66K +487 +5%
BUB
725
BBVA USA Bancshares
Texas
$1.36M -$97.4K -719 -7%

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 $20.3B 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.

  • 1,411 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2020, up from 1,248 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.