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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 223 funds opening new positions, 596 increasing their positions, 396 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 396

23% more funds holding in top 10

Funds holding in top 10: 180221 (+41)

14% more capital invested

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

13% more funds holding

Funds holding: 1,2471,411 (+164)

0.68% more ownership

Funds ownership: 42.67%43.35% (+0.68%)

45% less call options, than puts

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

Holders
1,411
Holders Change
+164
Holders Change %
+13.15%
% of All Funds
24.96%
Holding in Top 10
221
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+22.78%
% of All Funds
3.91%
New
223
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
IB
976
Intrust Bank
Kansas
$532K +$511K +3,772 New
HCM
977
Hengehold Capital Management
Ohio
$530K +$60.6K +447 +14%
DI
978
Disciplined Investments
Oklahoma
$527K -$35.5K -262 -7%
GCA
979
Gradient Capital Advisors
California
$527K +$20.7K +153 +4%
CAM
980
Columbia Asset Management
Michigan
$527K +$228K +1,686 +82%
SHIM
981
Stone House Investment Management
Pennsylvania
$525K -$10.2K -75 -2%
ST
982
Sageworth Trust
Pennsylvania
$519K
MAM
983
Meeder Asset Management
Ohio
$517K +$54.2K +400 +12%
VAS
984
Vestmark Advisory Solutions
Massachusetts
$516K -$60.3K -445 -11%
1W
985
1776 Wealth
Georgia
$514K
ODIJL
986
One Day In July LLC
Vermont
$514K +$54.9K +405 +13%
PWLP
987
Prio Wealth Limited Partnership
Massachusetts
$512K +$6.64K +49 +1%
EIP
988
Ellis Investment Partners
Pennsylvania
$509K +$2.85K +21 +0.6%
CAM
989
Covenant Asset Management
New Jersey
$508K
SWM
990
SVA Wealth Management
Wisconsin
$507K -$14.1K -104 -3%
TFS
991
Thoroughbred Financial Services
Tennessee
$507K
RCYC
992
Richard C. Young & Co
Rhode Island
$504K +$92.4K +682 +24%
AWE
993
Avidian Wealth Enterprises
Texas
$503K -$25.8K -190 -5%
MAS
994
Madden Advisory Services
Florida
$495K -$41.9K -309 -8%
BHWA
995
Beacon Harbor Wealth Advisors
Virginia
$494K +$474K +3,500 New
VFM
996
Vivid Financial Management
California
$492K
CGA
997
Crescent Grove Advisors
Illinois
$491K +$271 +2 +0.1%
TSWM
998
Triangle Securities Wealth Management
North Carolina
$490K +$136 +1 +0%
AFS
999
Access Financial Services
Minnesota
$490K +$471K +3,473 New
WF
1000
Welch & Forbes
Massachusetts
$487K +$43.2K +319 +10%

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 $20.2B a quarter earlier.

Buyers outnumbered sellers: 223 funds opened new VIG positions and 39 closed out — a net gain of 184 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 1,247 in Q3 2020.
  • Funds reported $23.1B of Vanguard Dividend Appreciation ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 223 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2020 and 39 closed out, a net change of +184 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.