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Vanguard Dividend Appreciation ETF

1,410 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: 180220 (+40)

14% more capital invested

Capital invested by funds: $20.2B → $23.1B (+$2.85B)

13% more funds holding

Funds holding: 1,2471,410 (+163)

0.67% more ownership

Funds ownership: 42.67%43.34% (+0.67%)

45% less call options, than puts

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

Holders
1,410
Holders Change
+163
Holders Change %
+13.07%
% of All Funds
24.95%
Holding in Top 10
220
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+22.22%
% of All Funds
3.89%
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
JIP
51
JBJ Investment Partners
South Carolina
$64.4M +$1.61M +11,862 +3%
SF
52
Synovus Financial
Georgia
$61.4M +$1.69M +12,471 +3%
PCMC
53
Paragon Capital Management (Colorado)
Colorado
$60.9M +$487K +3,592 +0.8%
RWP
54
RWA Wealth Partners
Massachusetts
$60.3M +$925K +6,824 +2%
PA
55
Planning Alternatives
Michigan
$57.2M +$2.99M +22,053 +6%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$57M -$818K -6,039 -1%
PPA
57
Parametric Portfolio Associates
Washington
$56.8M -$2.11M -15,602 -4%
DC
58
Derby & Company
Massachusetts
$55.4M +$672K +4,956 +1%
TVAMP
59
Tennessee Valley Asset Management Partners
Tennessee
$54.1M +$28.9M +213,151 +125%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$50.8M +$4.33M +31,972 +10%
Franklin Resources
61
Franklin Resources
California
$50.3M +$1.79M +13,177 +4%
HSWM
62
Hubbell Strickland Wealth Management
Louisiana
$49.7M +$1.01M +7,476 +2%
TPCW
63
TD Private Client Wealth
New York
$49.7M +$5.94M +43,795 +14%
BWM
64
BT Wealth Management
Georgia
$49.4M +$544K +4,017 +1%
VM
65
VPR Management
Texas
$48M
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.5M +$6.53M +48,206 +17%
PAS
67
Park Avenue Securities
New York
$46.6M -$1.84M -13,540 -4%
NFC
68
Northeast Financial Consultants
Connecticut
$45.5M +$7.79M +57,445 +22%
AAS
69
Annex Advisory Services
Wisconsin
$43.4M +$1.6M +11,805 +4%
NEPWA
70
New England Private Wealth Advisors
Massachusetts
$42.7M +$897K +6,616 +2%
3F
71
360 Financial
Minnesota
$42.3M +$710K +5,239 +2%
PMG
72
ProVise Management Group
Florida
$41.9M +$270K +1,994 +0.7%
RPGK
73
Retirement Planning Group (Kansas)
Kansas
$41.5M -$349K -2,574 -0.9%
EH
74
Equitable Holdings
New York
$41.4M +$1.25M +9,211 +3%
BO
75
BRR OpCo
Ohio
$40.7M -$176K -1,300 -0.4%

VIG Hedge Fund Activity: Q4 2020 in Review

1,410 of the 5,651 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: 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.

  • 1,410 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.
  • 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.