We are live on ! Find out more
VIG icon

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
CCB
1201
Cutter & Co Brokerage
Missouri
$259K +$542 +4 +0.2%
CSWG
1202
Cardinal Strategic Wealth Guidance
Kentucky
$257K +$247K +1,821 New
MAG
1203
MRA Advisory Group
New Jersey
$257K +$247K +1,824 New
WCA
1204
Westover Capital Advisors
Delaware
$254K +$9.89K +73 +4%
CNC
1205
Canandaigua National Corp
New York
$252K -$6.64K -49 -3%
WEC
1206
Winslow Evans & Crocker
Massachusetts
$251K +$140K +1,030 +138%
ML
1207
McAdam LLC
Pennsylvania
$248K -$7.86K -58 -3%
MCP
1208
Mirador Capital Partners
California
$248K +$14.8K +109 +7%
AWG
1209
Altus Wealth Group
Colorado
$248K +$238K +1,758 New
BCI
1210
Brinker Capital Investments
Pennsylvania
$245K -$625K -4,610 -73%
FCCM
1211
First City Capital Management
Georgia
$244K -$222K -1,639 -49%
EWM
1212
EPG Wealth Management
Georgia
$244K +$7.72K +57 +3%
AMCA
1213
Arthur M. Cohen & Associates
Illinois
$243K
GI
1214
Gradient Investments
Minnesota
$241K
EPA
1215
Element Pointe Advisors
Florida
$240K
QC
1216
QCM Cayman
Texas
$239K +$230K +1,696 New
WF
1217
WoodTrust Financial
Wisconsin
$238K
PWC
1218
PYA Waltman Capital
Tennessee
$237K -$95.7K -706 -30%
GM
1219
Granger Management
New York
$236K +$227K +1,672 New
GAM
1220
Gemmer Asset Management
California
$235K
WA
1221
WBH Advisory
Maryland
$235K
HCM
1222
Hilton Capital Management
New York
$235K +$226K +1,665 New
HIM
1223
Hotaling Investment Management
Pennsylvania
$234K
GWM
1224
Greenwich Wealth Management
Connecticut
$234K +$678 +5 +0.3%
BFG
1225
Baron Financial Group
New Jersey
$233K

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.