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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
TW
826
Towerpoint Wealth
California
$970K +$3.93K +29 +0.4%
WS
827
Wedbush Securities
California
$965K +$58.4K +431 +7%
FFG
828
Ford Financial Group
California
$956K -$27.9K -206 -3%
PWM
829
Perigon Wealth Management
California
$947K +$215K +1,587 +31%
RI
830
Ridgewood Investments
New Jersey
$944K
ONST
831
Old North State Trust
North Carolina
$935K -$1.01M -7,467 -53%
WAM
832
WNY Asset Management
New York
$935K +$899K +6,634 New
VDI
833
Vaughan David Investments
Illinois
$934K -$49.6K -366 -5%
CPC
834
Consolidated Planning Corp
Georgia
$932K
BNP Paribas Financial Markets
835
BNP Paribas Financial Markets
France
$927K +$558K +4,119 +168%
CFIA
836
Cantor Fitzgerald Investment Advisors
New York
$926K +$36K +266 +4%
GIA
837
Gladstone Institutional Advisory
Florida
$919K -$2.3K -17 -0.3%
HWM
838
Hemington Wealth Management
Virginia
$917K +$880K +6,493 New
VFA
839
Valeo Financial Advisors
Indiana
$909K +$324K +2,393 +59%
IFWM
840
Institute for Wealth Management
Colorado
$906K +$43K +317 +5%
TFA
841
Teamwork Financial Advisors
Texas
$905K +$405K +2,990 +87%
AWM
842
Accel Wealth Management
Iowa
$896K +$860K +6,345 New
SSC
843
Syverson Strege & Co
Iowa
$894K +$859K +6,336 New
FPS
844
Fieldpoint Private Securities
Connecticut
$889K +$16.1K +119 +2%
Kovitz Investment Group Partners
845
Kovitz Investment Group Partners
Illinois
$885K +$26.7K +197 +3%
RZH
846
Relyea Zuckerberg Hanson
Connecticut
$884K +$813 +6 +0.1%
WDL
847
Well Done LLC
Michigan
$883K
SWP
848
Summit Wealth Partners
Florida
$883K +$1.35K +10 +0.2%
VCA
849
Verdence Capital Advisors
Maryland
$882K +$1.22K +9 +0.1%
MSFP
850
Mark Sheptoff Financial Planning
Connecticut
$880K -$47.3K -349 -5%

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.