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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
RWA
951
Redhawk Wealth Advisors
Minnesota
$593K -$75.9K -560 -12%
CNC
952
Citizens & Northern Corp
Pennsylvania
$593K +$352K +2,600 +163%
RFN
953
RDA Financial Network
Iowa
$588K +$9.49K +70 +2%
TWA
954
TCI Wealth Advisors
Arizona
$588K +$149K +1,101 +36%
FPFS
955
First Personal Financial Services
North Carolina
$587K -$64.2K -474 -10%
PCMM
956
Piedmont Capital Management (Montana)
Montana
$585K +$561K +4,142 New
BCM
957
Bienville Capital Management
New York
$577K +$813 +6 +0.1%
DLCIG
958
D.L. Carlson Investment Group
New Hampshire
$575K -$5.96K -44 -1%
RC
959
Rinet Company
Massachusetts
$575K +$552K +4,072 New
FFG
960
Frisch Financial Group
New York
$574K +$4.61K +34 +0.8%
GCIG
961
Grand Central Investment Group
Florida
$574K +$551K +4,065 New
HC
962
Hamilton Capital
Ohio
$570K +$4.07K +30 +0.7%
ADL
963
Asset Dedication LLC
California
$567K
IAP
964
Indie Asset Partners
Indiana
$565K -$68.2K -503 -11%
HR
965
Howe & Rusling
New York
$565K -$8.81K -65 -2%
JIP
966
Jaffetilchin Investment Partners
Florida
$564K -$482K -3,558 -47%
WCF
967
West Coast Financial
California
$562K
PP
968
PrairieView Partners
Minnesota
$555K
Betterment LLC
969
Betterment LLC
New York
$549K +$12.5K +92 +2%
PFM
970
Parsec Financial Management
North Carolina
$548K +$16.9K +125 +3%
BCM
971
Boltwood Capital Management
California
$542K
RIM
972
Rockbridge Investment Management
New York
$539K
WCWM
973
Willow Creek Wealth Management
California
$537K -$1.9K -14 -0.4%
RF
974
Rollins Financial
Georgia
$534K +$512K +3,780 New
PAM
975
Palisade Asset Management
Minnesota
$533K

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.