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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
CST
1076
Charles Schwab Trust
Nevada
$383K -$14K -103 -4%
CDH
1077
Charles D. Hyman
$383K +$2.3K +17 +0.6%
Financial Engines Advisors
1078
Financial Engines Advisors
California
$383K +$61.4K +453 +20%
DW
1079
Domani Wealth
Pennsylvania
$382K -$678 -5 -0.2%
SFC
1080
SYM Financial Corp
Indiana
$382K +$138K +1,020 +60%
LCM
1081
Logan Capital Management
Pennsylvania
$381K
AA
1082
Advisory Alpha
Michigan
$381K +$185K +1,367 +103%
OSNBOA
1083
Old Second National Bank of Aurora
Illinois
$378K -$108K -800 -23%
OL
1084
Optas LLC
Texas
$376K
IWAG
1085
Integer Wealth Advisors Group
Georgia
$375K +$1.35K +10 +0.4%
PG
1086
Prostatis Group
Maryland
$375K +$97.3K +718 +37%
WCM
1087
Wealthcare Capital Management
Virginia
$373K -$9.89K -73 -3%
MF
1088
Montis Financial
Massachusetts
$371K +$366K +2,697 New
AOWM
1089
Alpha Omega Wealth Management
Virginia
$370K -$5.29K -39 -1%
MCM
1090
Mengis Capital Management
Oregon
$370K +$136 +1 +0%
MWPCG
1091
Measured Wealth Private Client Group
New Hampshire
$369K
HIC
1092
Holderness Investments Company
North Carolina
$369K +$1.22K +9 +0.3%
HDIM
1093
Hanson & Doremus Investment Management
Vermont
$368K +$19K +140 +6%
GFS
1094
GYL Financial Synergies
Connecticut
$365K -$30K -221 -8%
BAM
1095
Baldrige Asset Management
Pennsylvania
$365K +$1.49K +11 +0.4%
BAAM
1096
Baker Avenue Asset Management
California
$363K
PA
1097
Parkside Advisors
California
$361K
WCM
1098
Weik Capital Management
Pennsylvania
$360K +$73.9K +545 +27%
LA
1099
LVW Advisors
New York
$359K -$42.1K -311 -11%
JPLA
1100
Joseph P. Lucia & Associates
New York
$356K -$12.9K -95 -4%

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.