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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
NGA
1126
Naples Global Advisors
Florida
$325K -$5.42K -40 -2%
CIC
1127
Cornercap Investment Counsel
Georgia
$325K
RP
1128
Rowlandmiller & Partners
Georgia
$325K +$122K +900 +64%
GP
1129
Girard Partners
Pennsylvania
$324K -$12.7K -94 -4%
BIM
1130
Bridges Investment Management
Nebraska
$324K -$5.42K -40 -2%
AIM
1131
Aspen Investment Management
Michigan
$317K
MJB
1132
Mark J. Bradley
$316K +$304K +2,240 New
SBIA
1133
Sheaff Brock Investment Advisors
Indiana
$315K
GCP
1134
Gill Capital Partners
Colorado
$314K -$136 -1 -0%
LWM
1135
Lyell Wealth Management
California
$313K
DIA
1136
Dana Investment Advisors
Wisconsin
$313K +$29.8K +220 +11%
RC
1137
Roundview Capital
New Jersey
$313K +$43.2K +319 +17%
PWM
1138
Palumbo Wealth Management
New York
$313K +$301K +2,220 New
SEP
1139
Southland Equity Partners
Missouri
$312K +$299K +2,209 New
ICP
1140
Interchange Capital Partners
Pennsylvania
$311K +$299K +2,206 New
PP
1141
Professional Planning
California
$309K +$297K +2,188 New
OPA
1142
Old Port Advisors
Maine
$307K -$4.74K -35 -2%
CCA
1143
Conservest Capital Advisors
Pennsylvania
$307K +$407 +3 +0.1%
GG
1144
Gleason Group
Kentucky
$307K +$2.58K +19 +0.9%
SDWMA
1145
Schneider Downs Wealth Management Advisors
Pennsylvania
$306K
BCM
1146
Bayesian Capital Management
New York
$306K +$294K +2,166 New
EWG
1147
Executive Wealth Group
Washington
$305K
BOPW
1148
Brandywine Oak Private Wealth
Pennsylvania
$305K +$70.1K +517 +31%
CAI
1149
Capital Advisors Inc
Oklahoma
$302K -$112K -825 -28%
OWM
1150
Orgel Wealth Management
Wisconsin
$302K -$68.3K -504 -19%

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.