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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
NWA
1176
New World Advisors
Massachusetts
$280K +$11.1K +82 +4%
PAG
1177
Pinnacle Advisory Group
Maryland
$280K +$34.6K +255 +15%
PL
1178
Plancorp LLC
Missouri
$280K +$268K +1,980 New
NC
1179
NovaPoint Capital
Georgia
$278K
CWM
1180
Campbell Wealth Management
Virginia
$278K +$22.4K +165 +9%
KWM
1181
Keebeck Wealth Management
Illinois
$278K +$267K +1,972 New
TI
1182
Trexquant Investment
Connecticut
$277K -$2M -14,739 -88%
JHCP
1183
Jackson Hole Capital Partners
Oklahoma
$274K
OCM
1184
Orleans Capital Management
Louisiana
$274K
LCM
1185
LVM Capital Management
Michigan
$273K +$136 +1 +0.1%
F
1186
F3Logic
Minnesota
$272K -$109K -805 -29%
TNB
1187
Thomasville National Bank
Georgia
$272K
NA
1188
Navellier & Associates
Nevada
$272K +$1.9K +14 +0.7%
BDF
1189
Black Diamond Financial
Maryland
$271K +$407 +3 +0.2%
CFG
1190
Cooper Financial Group
California
$271K +$260K +1,922 New
FCIM
1191
Fairview Capital Investment Management
California
$269K +$949 +7 +0.4%
SDAM
1192
Shulman DeMeo Asset Management
New York
$269K +$7.18K +53 +3%
PWA
1193
Phoenix Wealth Advisors
North Carolina
$268K +$257K +1,897 New
SWA
1194
SFMG Wealth Advisors
Texas
$263K +$1.08K +8 +0.4%
BFG
1195
Berger Financial Group
Minnesota
$263K +$253K +1,864 New
MAM
1196
McLean Asset Management
Virginia
$261K +$251K +1,850 New
TF
1197
TimeScale Financial
Massachusetts
$260K -$39.7K -293 -14%
SWM
1198
Selective Wealth Management
Virginia
$260K +$6.37K +47 +3%
TIM
1199
Tortoise Investment Management
New York
$260K +$42.8K +316 +21%
DP
1200
Denver PWM
Colorado
$259K

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.