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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
ACM
901
Alpha Capital Management
Texas
$715K -$276K -2,038 -29%
SS
902
Sunbelt Securities
Texas
$711K +$949 +7 +0.1%
KF
903
Krilogy Financial
Missouri
$707K +$459K +3,386 +208%
FAG
904
Financial Advisory Group
Texas
$706K
FFA
905
Founders Financial Alliance
North Carolina
$705K +$146K +1,075 +27%
PPW
906
Pasadena Private Wealth
California
$703K -$19.4K -143 -3%
GKWIM
907
Gerber Kawasaki Wealth & Investment Management
California
$696K +$668K +4,930 New
PG
908
Patten Group
Tennessee
$695K +$156K +1,150 +31%
BIM
909
Baldwin Investment Management
Pennsylvania
$692K +$6.78K +50 +1%
AHC
910
Anderson Hoagland & Co
Missouri
$689K +$661K +4,879 New
MWM
911
MBE Wealth Management
Wisconsin
$684K +$342K +2,525 +109%
PWMAG
912
Pinnacle Wealth Management Advisory Group
New Jersey
$682K +$6.78K +50 +1%
AAM
913
Aureus Asset Management
Massachusetts
$679K +$210K +1,549 +48%
KFS
914
Kaizen Financial Strategies
California
$674K +$647K +4,776 New
CCM
915
Coe Capital Management
Illinois
$664K -$9.49K -70 -1%
HAIM
916
Hunter Associates Investment Management
Pennsylvania
$662K +$13.6K +100 +2%
FG
917
Fiduciary Group
Georgia
$661K -$27.1K -200 -4%
BWA
918
Beam Wealth Advisors
Louisiana
$658K +$171K +1,265 +37%
SAM
919
S.A. Mason
Michigan
$655K +$407 +3 +0.1%
APW
920
Aurora Private Wealth
New Jersey
$654K -$20.5K -151 -3%
SRC
921
Sage Rhino Capital
California
$651K +$13.6K +100 +2%
BCM
922
Brookmont Capital Management
Texas
$650K +$949 +7 +0.2%
NWM
923
Northwest Wealth Management
Iowa
$647K +$30.9K +228 +5%
APA
924
Allegiant Private Advisors
Florida
$644K +$618K +4,559 New
KC
925
Kingfisher Capital
North Carolina
$633K -$18.2K -134 -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.