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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
WCFA
851
Walkner Condon Financial Advisors
Wisconsin
$876K +$309K +2,277 +58%
EFL
852
ERn Financial LLC
Wisconsin
$875K -$39.8K -294 -5%
PFPT
853
Pinnacle Financial Partners (Tennessee)
Tennessee
$875K +$40.7K +300 +5%
MIAS
854
Mason Investment Advisory Services
Virginia
$874K -$24.9K -184 -3%
SSB
855
Sandy Spring Bank
Maryland
$866K -$7.59K -56 -0.9%
PP
856
Prudential plc
United Kingdom
$865K +$27.1K +200 +3%
ESB
857
Essex Savings Bank
Connecticut
$860K +$58.4K +431 +8%
NB
858
Northwest Bancshares
Pennsylvania
$857K
MAG
859
Mayfair Advisory Group
Alabama
$854K +$136 +1 +0%
FPW
860
Flagship Private Wealth
Massachusetts
$843K +$830K +6,124 New
MGIA
861
Moneta Group Investment Advisors
Missouri
$837K +$23K +170 +3%
SLA
862
Silver Lake Advisory
Utah
$834K +$22.4K +165 +3%
TIA
863
Traphagen Investment Advisors
New Jersey
$830K -$3.25K -24 -0.4%
RG
864
Rikoon Group
New Mexico
$824K +$38.4K +283 +5%
RM
865
Resource Management
Louisiana
$823K +$34K +251 +5%
TCA
866
Transcend Capital Advisors
New Jersey
$815K +$48.2K +356 +7%
BST
867
Bath Savings Trust
Maine
$812K +$780K +5,755 New
AIA
868
AIMZ Investment Advisors
California
$810K +$24.5K +181 +3%
MLL
869
Moody Lynn & Lieberson
Massachusetts
$803K
BPB
870
Badgley, Phelps & Bell
Washington
$799K
GG
871
Gofen & Glossberg
Illinois
$796K +$51.1K +377 +7%
LRIA
872
Leonard Rickey Investment Advisors
Washington
$791K -$5.69K -42 -0.7%
MFW
873
Mosaic Family Wealth
Missouri
$789K
AWM
874
Aries Wealth Management
Maine
$788K +$31.3K +231 +4%
BAS
875
Brown Advisory Securities
Maryland
$785K

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.