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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
MFW
726
Meristem Family Wealth
Minnesota
$1.36M
VCM
727
Versant Capital Management
Arizona
$1.35M -$50.6K -373 -4%
GWCM
728
Godshalk Welsh Capital Management
Pennsylvania
$1.35M +$14.9K +110 +1%
RWA
729
Ropes Wealth Advisors
Massachusetts
$1.35M +$20.9K +154 +2%
BCFS
730
Butensky & Cohen Financial Security
Florida
$1.35M +$47.8K +353 +4%
SBL
731
Sargent Bickham Lagudis
Colorado
$1.34M +$1.06M +7,802 +456%
MIM
732
Moseley Investment Management
Florida
$1.34M -$347K -2,564 -21%
SBH
733
Segall Bryant & Hamill
Illinois
$1.33M
MCM
734
Manchester Capital Management
Vermont
$1.33M -$56.2K -415 -4%
BWM
735
Baystate Wealth Management
Massachusetts
$1.33M -$50.7K -374 -4%
CCFCSB
736
Cape Cod Five Cents Savings Bank
Massachusetts
$1.33M -$155K -1,141 -11%
NCM
737
New Capital Management
Texas
$1.31M +$1.26M +9,295 New
CHJWM
738
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.31M +$9.49K +70 +0.8%
PFS
739
Prospera Financial Services
Texas
$1.31M +$624K +4,604 +99%
KLI
740
Kelman-Lazarov Inc
Tennessee
$1.3M -$3.39K -25 -0.3%
TA
741
TFG Advisers
Michigan
$1.29M -$12.7K -94 -1%
MCM
742
MAI Capital Management
Ohio
$1.29M -$274K -2,025 -18%
TCM
743
Tandem Capital Management
New Jersey
$1.29M +$8.54K +63 +0.7%
PJSIMP
744
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.29M +$503K +3,712 +65%
TCMP
745
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.29M +$1.24M +9,114 New
PCM
746
Parsons Capital Management
Rhode Island
$1.28M +$120K +887 +11%
SWP
747
Strategic Wealth Partners
Ohio
$1.27M -$8.27K -61 -0.7%
SB
748
Simmons Bank
Arkansas
$1.26M +$2.03K +15 +0.2%
MI
749
Mercer Investments
Massachusetts
$1.25M +$10.8K +80 +0.9%
WMG
750
WESCAP Management Group
California
$1.25M -$53.9K -398 -4%

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.