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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
WWM
751
Windsor Wealth Management
Indiana
$1.25M -$12.7K -94 -1%
SAM
752
Smithbridge Asset Management
Pennsylvania
$1.24M -$209K -1,545 -15%
BFIM
753
Beese Fulmer Investment Management
Ohio
$1.24M -$13K -96 -1%
MA
754
MONECO Advisors
Connecticut
$1.23M -$50K -369 -4%
SMM
755
Stadion Money Management
Georgia
$1.23M
BFO
756
Biltmore Family Office
North Carolina
$1.23M
HFS
757
HBC Financial Services
Washington
$1.22M +$1.16M +8,582 +85,820%
MWM
758
Mission Wealth Management
California
$1.22M +$16.4K +121 +1%
IAIM
759
International Assets Investment Management
Florida
$1.21M +$1.61M +11,899 New
SWM
760
Sugarloaf Wealth Management
Georgia
$1.2M +$271 +2 +0%
NAMP
761
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.19M +$101K +745 +10%
VFIC
762
Valley Forge Investment Consultants
Pennsylvania
$1.19M +$1.14M +8,440 New
BL
763
BFSG LLC
California
$1.19M -$94.6K -698 -8%
MPW
764
Monterey Private Wealth
California
$1.18M +$93.1K +687 +9%
CFA
765
CWS Financial Advisors
Michigan
$1.18M +$363K +2,675 +47%
BBHC
766
Brown Brothers Harriman & Co
New York
$1.18M +$987K +7,280 +685%
KTA
767
Keeley-Teton Advisors
Illinois
$1.18M
BOTW
768
Bank of the West
California
$1.17M
SFG
769
SNS Financial Group
Minnesota
$1.17M -$19.9K -147 -2%
CFD
770
Creative Financial Designs
Indiana
$1.16M +$34.8K +257 +3%
CWS
771
Cypress Wealth Services
California
$1.15M +$1.11M +8,162 New
AIA
772
Alera Investment Advisors
Illinois
$1.14M -$57.1K -421 -5%
AFG
773
Albion Financial Group
Utah
$1.13M +$564K +4,159 +108%
LA
774
Latitude Advisors
Florida
$1.13M +$1.09M +8,014 New
MC
775
Miramar Capital
Illinois
$1.12M -$39.3K -290 -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.