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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
TLFA
1151
True Link Financial Advisors
California
$302K +$290K +2,141 New
AF
1152
Aldebaran Financial
$301K +$136 +1 +0%
NCM
1153
Neumann Capital Management
California
$301K +$66.9K +494 +30%
CA
1154
Calton & Associates
Florida
$300K -$67.5K -498 -19%
GD
1155
Grandfield & Dodd
New York
$300K +$286K +2,110 New
SWM
1156
Stockman Wealth Management
Montana
$299K -$4.34K -32 -1%
WFS
1157
Weitzel Financial Services
Iowa
$298K +$282K +2,084 New
TI
1158
Truepoint Inc
Ohio
$298K +$286K +2,113 New
CC
1159
Courier Capital
New York
$297K +$67.5K +498 +31%
TNBTD
1160
Trustmark National Bank Trust Department
Mississippi
$296K
ABTD
1161
Arvest Bank Trust Division
Oklahoma
$296K +$285K +2,100 New
CSIC
1162
Clifford Swan Investment Counsel
California
$295K
C
1163
Certuity
Florida
$292K
CS
1164
Cannell & Spears
New York
$291K -$678 -5 -0.2%
HI
1165
Hendershot Investments
Virginia
$291K +$279K +2,060 New
NCMW
1166
Northern Capital Management (Washington)
Washington
$291K +$279K +2,060 New
TW
1167
TrinityPoint Wealth
Connecticut
$290K
BBA
1168
BLB&B Advisors
Pennsylvania
$288K +$276K +2,037 New
CHC
1169
City Holding Co
West Virginia
$287K +$55.8K +412 +25%
AP
1170
Adero Partners
California
$285K +$273K +2,017 New
GC
1171
Gratus Capital
Georgia
$284K -$949 -7 -0.3%
WPC
1172
White Pine Capital
Minnesota
$284K +$50K +369 +22%
CP
1173
Capital Planning
Washington
$284K +$273K +2,013 New
WMP
1174
Wealth Management Partners
Arizona
$283K +$272K +2,008 New
HBT
1175
Hills Bank & Trust
Iowa
$280K -$29.8K -220 -10%

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.