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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
EA
801
Evergreen Advisors
Tennessee
$1.03M -$12.6K -93 -1%
WIA
802
Wealthstreet Investment Advisors
Texas
$1.03M
CPA
803
Clear Perspective Advisors
Illinois
$1.03M
NFG
804
Nadler Financial Group
Illinois
$1.03M
AW
805
ACG Wealth
Georgia
$1.02M +$167K +1,231 +20%
FRA
806
Frank Rimerman Advisors
California
$1.02M +$983K +7,256 New
CHA
807
Cooper/Haims Advisors
New York
$1.02M -$43.4K -320 -4%
FPGK
808
Financial Partners Group (Kansas)
Kansas
$1.02M -$40K -295 -4%
AWM
809
Altium Wealth Management
New York
$1.02M +$485K +3,577 +99%
OWA
810
Outlook Wealth Advisors
Texas
$1.01M +$973K +7,178 New
EHC
811
Everett Harris & Co
California
$1.01M
TC
812
Trust Company
Kansas
$1.01M
FCA
813
FinTrust Capital Advisors
South Carolina
$1M +$7.45K +55 +0.8%
RW
814
RVW Wealth
California
$1M
EWM
815
Empirical Wealth Management
Washington
$995K -$24.5K -181 -3%
SFSIG
816
San Francisco Sentry Investment Group
California
$990K -$30.1K -222 -3%
LFA
817
Lighthouse Financial Advisors
Maryland
$990K +$8K +59 +0.8%
UFA
818
US Financial Advisors
Massachusetts
$990K +$950K +7,011 New
MWP
819
MYCIO Wealth Partners
Pennsylvania
$988K +$949K +6,999 New
QWM
820
Quaker Wealth Management
New Jersey
$986K +$7.45K +55 +0.8%
EP
821
Edgestream Partners
New Jersey
$982K +$943K +6,958 New
MWM
822
Meridian Wealth Management
Kentucky
$980K -$74.5K -550 -7%
VV
823
Verity & Verity
South Carolina
$977K +$206K +1,520 +28%
LPIC
824
LeJeune Puetz Investment Counsel
Michigan
$974K
NWA
825
Navis Wealth Advisors
New York
$972K +$934K +6,889 New

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.