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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
FDCC
1101
Foster Dykema Cabot & Co
Massachusetts
$355K -$50K -369 -13%
BF
1102
Blankinship & Foster
California
$355K
WPA
1103
West Paces Advisors
Georgia
$354K
AIM
1104
Avity Investment Management
Connecticut
$354K +$340K +2,510 New
PWM
1105
PBMares Wealth Management
Virginia
$352K +$13.6K +100 +4%
SIS
1106
SVB Investment Services
Utah
$352K +$15.2K +112 +5%
Fiera Capital (Canada)
1107
Fiera Capital (Canada)
Quebec, Canada
$349K -$920K -6,791 -73%
CT
1108
Cambridge Trust
Massachusetts
$348K -$111K -818 -25%
OAM
1109
Oak Asset Management
California
$348K +$136 +1 +0%
CCP
1110
Cardan Capital Partners
Colorado
$345K +$678 +5 +0.2%
PS
1111
Planned Solutions
California
$344K
SYBT
1112
Stock Yards Bank & Trust
Kentucky
$343K
BAM
1113
Barrett Asset Management
New York
$343K +$94.9K +700 +41%
Citadel Advisors
1114
Citadel Advisors
Florida
$342K -$5.19M -38,261 -94%
WCAMG
1115
Woodard & Company Asset Management Group
North Carolina
$342K
MS
1116
Madden Securities
Texas
$342K +$1.9K +14 +0.6%
MAA
1117
Matrix Asset Advisors
New York
$342K +$22.6K +167 +7%
P
1118
&Partners
Tennessee
$339K
BFIC
1119
Bedell Frazier Investment Counselling
California
$337K +$11.9K +88 +4%
DY
1120
Dowling & Yahnke
California
$335K -$3.52K -26 -1%
FCFC
1121
First Commonwealth Financial Corp
Pennsylvania
$335K
FF
1122
FourThought Financial
Florida
$335K +$322K +2,374 New
WIM
1123
Westside Investment Management
California
$330K -$25.5K -188 -0.5%
FPCP
1124
Fort Point Capital Partners
California
$327K -$4.74K -35 -1%
AIM
1125
Anchor Investment Management
South Carolina
$326K

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.