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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
CB
1026
Cadence Bank
Mississippi
$441K
EFSCE
1027
Enterprise Financial Services Corp (EFSC)
Missouri
$440K -$58.1K -429 -12%
AWM
1028
Alterna Wealth Management
Texas
$439K -$976K -7,198 -70%
LPT
1029
Legacy Private Trust
Wisconsin
$439K
JG
1030
Jefferies Group
New York
$437K +$420K +3,097 New
Fisher Asset Management
1031
Fisher Asset Management
Washington
$437K +$155K +1,143 +59%
KP
1032
Keel Point
Alabama
$435K +$3.39K +25 +0.8%
MWM
1033
Merriman Wealth Management
Washington
$433K +$271 +2 +0.1%
RTS
1034
Round Table Services
New Jersey
$425K
CC
1035
Claybrook Capital
Massachusetts
$424K
S
1036
SimplyRich
California
$421K
DWM
1037
Destination Wealth Management
California
$421K +$157K +1,157 +63%
Squarepoint
1038
Squarepoint
New York
$420K +$403K +2,975 New
LNWTC
1039
Laird Norton Wetherby Trust Company
Washington
$420K +$404K +2,978 New
Toronto Dominion Bank
1040
Toronto Dominion Bank
Ontario, Canada
$419K
GT
1041
Glenview Trust
Kentucky
$418K -$15.6K -115 -4%
MCM
1042
Murphy Capital Management
New Jersey
$415K
Susquehanna International Group
1043
Susquehanna International Group
Pennsylvania
$415K +$399K +2,943 New
CAMG
1044
CWA Asset Management Group
Florida
$414K -$70.5K -520 -15%
JWBC
1045
John W. Brooker & Co
California
$414K +$77.4K +571 +24%
MWM
1046
Madison Wealth Management
Ohio
$414K +$398K +2,935 New
FSA
1047
Fort Sheridan Advisors
Illinois
$413K -$542 -4 -0.1%
VDBMI
1048
Van Den Berg Management I
Texas
$412K +$395K +2,916 New
WSTAM
1049
Wilbanks Smith & Thomas Asset Management
Virginia
$411K +$394K +2,910 New
CWA
1050
Clearview Wealth Advisors
Oregon
$410K +$394K +2,904 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 $20.2B 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.