We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

1,410 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: 180220 (+40)

14% more capital invested

Capital invested by funds: $20.2B → $23.1B (+$2.85B)

13% more funds holding

Funds holding: 1,2471,410 (+163)

0.67% more ownership

Funds ownership: 42.67%43.34% (+0.67%)

45% less call options, than puts

Call options by funds: $49M | Put options by funds: $88.8M

Holders
1,410
Holders Change
+163
Holders Change %
+13.07%
% of All Funds
24.95%
Holding in Top 10
220
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+22.22%
% of All Funds
3.89%
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
PWP
76
Principle Wealth Partners
Connecticut
$40.1M +$9.36M +69,029 +32%
EGA
77
E&G Advisors
Texas
$38.8M -$26.7K -197 -0.1%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$38.5M +$8.73M +64,449 +31%
MA
79
Mosaic Advisors
Texas
$38.1M +$36.6M +269,784 New
CWM
80
Connecticut Wealth Management
Connecticut
$37.6M -$815K -6,016 -2%
IC
81
IEQ Capital
California
$36.8M -$3.38M -24,944 -9%
ECG
82
Edge Capital Group
Georgia
$35.9M -$673K -4,965 -2%
BFS
83
Bard Financial Services
Connecticut
$35.9M +$34.4M +254,167 New
JFA
84
JNBA Financial Advisors
Minnesota
$35.8M +$209K +1,542 +0.6%
OAJ
85
Ogorek Anthony Joseph
New York
$33.8M +$1.48M +10,957 +5%
AI
86
Atria Investments
North Carolina
$33.4M -$22.4M -165,595 -41%
TF
87
Trek Financial
Arizona
$33M -$24.7M -182,021 -44%
BC
88
Brio Consultants
California
$32.4M -$2.89M -21,326 -8%
BP
89
Ballentine Partners
Massachusetts
$32.2M -$133K -985 -0.4%
PI
90
PFS Investments
Georgia
$32M -$1.93M -14,263 -6%
CFA
91
Carroll Financial Associates
North Carolina
$32M +$333K +2,457 +1%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$31.8M +$676K +4,985 +2%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$31.1M -$628K -4,632 -2%
DT
94
Diversified Trust
Tennessee
$30.9M -$615K -4,541 -2%
EK
95
Evensky & Katz
Florida
$30.7M +$1.26M +9,302 +4%
CL
96
CPWM LLC
Washington
$30.7M +$153K +1,130 +0.5%
TCM
97
TD Capital Management
Tennessee
$30.4M -$197K -1,453 -0.7%
BWM
98
BerganKDV Wealth Management
Minnesota
$30.3M +$565K +4,170 +2%
HPWM
99
Highland Private Wealth Management
Washington
$30.3M +$1.31M +9,678 +5%
RC
100
Rovin Capital
Arizona
$28.6M -$3.19M -23,505 -10%

VIG Hedge Fund Activity: Q4 2020 in Review

1,410 of the 5,651 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 $20.2B 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.

  • 1,410 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2020, up from 1,247 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.