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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
MCM
876
Maryland Capital Management
Maryland
$781K +$65.6K +484 +10%
BWP
877
Baldwin Wealth Partners
Massachusetts
$776K
LCC
878
Lincoln Capital Corp
Rhode Island
$773K -$2.71K -20 -0.4%
MSAM
879
Moloney Securities Asset Management
Missouri
$771K +$24K +177 +3%
FWM
880
FFT Wealth Management
Pennsylvania
$771K +$740K +5,463 New
SPI
881
Santori & Peters Inc
Pennsylvania
$765K +$65.2K +481 +10%
BHB
882
Bank Hapoalim BM
Israel
$763K -$21.5K -159 -3%
NEWAS
883
N.E.W. Advisory Services
Wisconsin
$760K -$80.9K -597 -10%
GEA
884
Glen Eagle Advisors
New Jersey
$757K -$24.3K -179 -3%
Neuberger Berman Group
885
Neuberger Berman Group
New York
$755K -$57.3K -423 -7%
FPB
886
First PREMIER Bank
South Dakota
$753K +$36.2K +267 +5%
DWMG
887
DB Wealth Management Group
California
$753K +$723K +5,333 New
FA
888
FC Advisory
Pennsylvania
$752K -$8.95K -66 -1%
TPWA
889
TRUE Private Wealth Advisors
Oregon
$743K +$55.2K +407 +8%
LBC
890
Lowe Brockenbrough & Co
Virginia
$742K -$8.13K -60 -1%
BDF
891
Balasa Dinverno & Foltz
$742K
ACM
892
AlphaStar Capital Management
North Carolina
$740K +$713K +5,259 New
SP
893
Successful Portfolios
Florida
$735K +$678 +5 +0.1%
WFA
894
Wells Financial Advisors
Massachusetts
$734K +$705K +5,200 New
HCM
895
HMS Capital Management
Tennessee
$732K -$153K -1,132 -18%
MHIC
896
Marble Harbor Investment Counsel
Massachusetts
$732K +$44K +325 +7%
FNB
897
Farmers National Bank
Kentucky
$730K +$701K +5,170 New
CAM
898
Carret Asset Management
New York
$729K
FRA
899
Front Row Advisors
California
$726K +$2.85K +21 +0.4%
CL
900
Choreo LLC
Illinois
$719K -$114K -842 -14%

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.