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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
CRWM
1051
Castle Rock Wealth Management
California
$407K +$391K +2,887 New
PWM
1052
Praetorian Wealth Management
California
$406K
FNWM
1053
Financial Network Wealth Management
Utah
$404K +$388K +2,860 New
PCFFS
1054
Pacific Center for Financial Services
California
$403K +$172K +1,270 +80%
HH
1055
HWG Holdings
Texas
$400K -$15.4K -114 -4%
ATC
1056
Argent Trust Co
Tennessee
$400K
RF
1057
RHS Financial
California
$400K
RMDI
1058
R.M. Davis Inc
Maine
$399K -$8.4K -62 -2%
B
1059
Bailard
California
$399K
FNC
1060
First National Corp
Massachusetts
$398K
NL
1061
NVWM LLC
Pennsylvania
$396K -$14.9K -110 -4%
RCM
1062
Radnor Capital Management
Pennsylvania
$395K
APC
1063
Asset Planning Corporation
Tennessee
$395K +$379K +2,798 New
TWP
1064
Treybourne Wealth Planners
Indiana
$395K +$379K +2,799 New
DWT
1065
Dorsey & Whitney Trust
South Dakota
$394K -$1.05M -7,750 -74%
BAM
1066
Berkshire Asset Management
Pennsylvania
$390K -$82.8K -611 -18%
MFG
1067
Merit Financial Group
Georgia
$390K -$21K -155 -5%
FWM
1068
Focused Wealth Management
New York
$390K -$2.17K -16 -0.6%
QCG
1069
Quadrant Capital Group
Ohio
$390K +$287K +2,115 +328%
SCA
1070
Stonebridge Capital Advisors
Minnesota
$389K +$111K +819 +42%
FWM
1071
Frontier Wealth Management
Missouri
$386K
BHWM
1072
Bay Harbor Wealth Management
Maryland
$386K +$371K +2,737 New
KFA
1073
Kelleher Financial Advisors
New York
$385K +$49.5K +365 +15%
ICG
1074
InterOcean Capital Group
Tennessee
$385K +$370K +2,730 New
ATPW
1075
Ashton Thomas Private Wealth
Arizona
$384K -$105K -772 -22%

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.