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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
SFWA
926
Summit Financial Wealth Advisors
Louisiana
$631K +$66.7K +492 +11%
SCM
927
SOL Capital Management
Maryland
$629K +$13.6K +100 +2%
SCA
928
Sage Capital Advisors
South Dakota
$626K
SEIA
929
Signature Estate & Investment Advisors
California
$625K +$600K +4,427 New
BFA
930
Benedict Financial Advisors
Georgia
$621K -$32.5K -240 -5%
CM
931
Capital Management
Virginia
$621K
BS
932
Boenning & Scattergood
Pennsylvania
$619K -$21.8K -161 -4%
PCMC
933
Private Capital Management (Colorado)
Colorado
$618K +$3.93K +29 +0.7%
MWM
934
Marietta Wealth Management
Georgia
$615K +$303K +2,235 +105%
AT
935
Arden Trust
Delaware
$613K -$2.98K -22 -0.5%
CANC
936
Culbertson A N & Co
Virginia
$609K
RBCM
937
Raub Brock Capital Management
California
$609K +$1.22K +9 +0.2%
SFA
938
Sequoia Financial Advisors
Ohio
$607K -$132K -971 -18%
SG Americas Securities
939
SG Americas Securities
New York
$607K +$13.6K +100 +2%
AWP
940
Ascent Wealth Partners
New York
$606K -$69K -509 -11%
JCM
941
Jacobi Capital Management
Pennsylvania
$605K -$1.46M -10,786 -72%
PAM
942
Peak Asset Management
Colorado
$602K
CIAS
943
CFS Investment Advisory Services
New Jersey
$602K +$577K +4,261 New
LWM
944
Laidlaw Wealth Management
New York
$601K +$144K +1,059 +33%
KA
945
Klingman & Associates
New York
$600K -$49.1K -362 -8%
CCT
946
Capital City Trust
Florida
$600K -$40.4K -298 -7%
DBT
947
Dubuque Bank & Trust
Iowa
$599K +$5.69K +42 +1%
BMWM
948
Brown Miller Wealth Management
Virginia
$599K +$575K +4,243 New
CSPIA
949
Cary Street Partners Investment Advisory
Virginia
$596K +$234K +1,724 +69%
RWA
950
RGT Wealth Advisors
Texas
$595K +$572K +4,218 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.