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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
ACP
776
Arcus Capital Partners
Georgia
$1.12M +$1.07M +7,911 New
BWM
777
Birchcreek Wealth Management
Ohio
$1.12M +$1.07M +7,914 New
SHGA
778
Sand Hill Global Advisors
California
$1.12M +$1.35K +10 +0.1%
ARIS
779
Advanced Research Investment Solutions
California
$1.11M +$797K +5,880 +292%
SC
780
Sepio Capital
Utah
$1.11M -$881K -6,500 -45%
UR
781
USCA RIA
Texas
$1.11M +$136K +1,000 +15%
BA
782
Bluesphere Advisors
Pennsylvania
$1.1M +$1.06M +7,832 New
RCA
783
Rowland Carmichael Advisors
Arizona
$1.1M
LSPW
784
Lake Street Private Wealth
Illinois
$1.1M +$659K +4,863 +168%
CFO
785
Collective Family Office
Pennsylvania
$1.09M +$1.05M +7,727 New
AWM
786
Altavista Wealth Management
North Carolina
$1.08M +$16.3K +120 +2%
YIA
787
YHB Investment Advisors
Connecticut
$1.08M -$60.3K -445 -5%
CAAS
788
Capital Asset Advisory Services
Michigan
$1.08M +$109K +805 +12%
AF
789
Allworth Financial
California
$1.08M +$271 +2 +0%
NFG
790
Nations Financial Group
Iowa
$1.07M +$187K +1,380 +22%
HGWM
791
Horst & Graben Wealth Management
Oregon
$1.07M +$71.6K +528 +7%
AAM
792
Autus Asset Management
Arizona
$1.07M -$108K -797 -10%
ASBI
793
American State Bank (Iowa)
Iowa
$1.07M +$1.02M +7,548 New
GAM
794
Gould Asset Management
California
$1.06M
CWM
795
Cranbrook Wealth Management
Michigan
$1.04M +$2.85K +21 +0.3%
JWCA
796
J.W. Coons Advisors
Ohio
$1.04M +$23K +170 +2%
1832 Asset Management
797
1832 Asset Management
Ontario, Canada
$1.04M +$610K +4,500 +159%
BOS
798
Bingham Osborn & Scarborough
California
$1.03M -$163K -1,200 -14%
ACM
799
Advisors Capital Management
New Jersey
$1.03M -$84.8K -626 -8%
AP
800
Americana Partners
Texas
$1.03M +$26.4K +195 +3%

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.