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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
RIA
1001
Realta Investment Advisors
Delaware
$484K +$24.5K +181 +6%
IAA
1002
Independent Advisor Alliance
North Carolina
$483K
BWM
1003
BCS Wealth Management
Tennessee
$483K +$12.2K +90 +3%
VIM
1004
Vista Investment Management
Pennsylvania
$482K -$3.12K -23 -0.7%
VNA
1005
Valley National Advisers
Pennsylvania
$482K +$4.47K +33 +1%
VFP
1006
Verus Financial Partners
Virginia
$482K +$248K +1,829 +115%
SCM
1007
Spreng Capital Management
Ohio
$480K +$176K +1,300 +62%
TCOO
1008
Trust Company of Oklahoma
Oklahoma
$480K
Comerica Bank
1009
Comerica Bank
Texas
$479K -$709K -5,233 -61%
PCS
1010
Personal CFO Solutions
New Jersey
$479K +$460K +3,394 New
TA
1011
Tiedemann Advisors
New York
$473K -$712K -5,250 -61%
STA
1012
Summit Trail Advisors
New York
$473K
HTHT
1013
Hemenway Trust Hemenway Trust
New Hampshire
$471K -$2.71K -20 -0.6%
VC
1014
Vicus Capital
Pennsylvania
$471K +$1.49K +11 +0.3%
MFG
1015
Magnus Financial Group
New York
$471K +$2.17K +16 +0.5%
Chevy Chase Trust
1016
Chevy Chase Trust
Maryland
$465K -$94.9K -700 -18%
TFA
1017
Trinity Financial Advisors
Ohio
$464K +$446K +3,288 New
CPSAC
1018
Chas P. Smith & Associates (CPS)
Florida
$459K
SFG
1019
Sowa Financial Group
Rhode Island
$458K
AP
1020
Appleton Partners
Massachusetts
$457K -$163K -1,206 -27%
MPI
1021
Mairs & Power Inc
Minnesota
$452K
IWP
1022
Icon Wealth Partners
Texas
$451K
W
1023
Wealthquest
Ohio
$450K -$126K -927 -23%
5L
1024
55I LLC
Massachusetts
$450K +$432K +3,190 New
DHFB
1025
Dixon Hubard Feinour & Brown
Virginia
$445K

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.