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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
AP
101
Arlington Partners
Alabama
$28.6M +$1.73M +12,755 +7%
CAM
102
Cresset Asset Management
Illinois
$28.5M +$961K +7,089 +4%
SFA
103
Seneca Financial Advisors
New York
$28.2M +$27M +199,458 New
FMT
104
First Mercantile Trust
Tennessee
$27.9M -$3.87M -28,572 -13%
AFA
105
American Financial Advisors
Georgia
$27.5M +$292K +2,152 +1%
DC
106
Davenport & Co
Virginia
$27.2M +$3.96M +29,198 +18%
DWM
107
Doyle Wealth Management
Florida
$26.5M +$949K +7,003 +4%
KFAA
108
Klaas Financial Asset Advisors
Illinois
$26.4M +$25.3M +186,952 New
PFO
109
Pathstone Family Office
New Jersey
$26.3M +$24.1M +177,649 +2,140%
CA
110
Capital Advantage
California
$26.1M -$287K -2,120 -1%
JIC
111
JRM Investment Counsel
Nebraska
$25.9M +$1.66M +12,275 +7%
EA
112
Eclectic Associates
California
$25.8M +$24.8M +182,910 New
WA
113
Wealth Architects
California
$25.7M +$272K +2,004 +1%
BRWA
114
B. Riley Wealth Advisors
Florida
$24.6M -$1.56M -11,521 -6%
CAN
115
Cetera Advisor Networks
California
$24.6M +$261K +1,927 +1%
M&T Bank
116
M&T Bank
New York
$24.4M -$929K -6,856 -4%
US Bancorp
117
US Bancorp
Minnesota
$24.4M +$311K +2,293 +1%
NHC
118
Nicholas Hoffman & Company
Georgia
$24.3M +$816K +6,020 +4%
AA
119
Ancora Advisors
Ohio
$23.9M -$206K -1,517 -0.9%
SW
120
SVB Wealth
Massachusetts
$23.7M -$495K -3,653 -2%
AWA
121
Arete Wealth Advisors
Illinois
$23.3M +$199K +1,472 +0.9%
FCM
122
Firestone Capital Management
Florida
$23.3M +$81.3K +600 +0.4%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$23.1M +$2.12M +15,677 +11%
MA
124
MJP Associates
Connecticut
$22.8M +$21.9M +161,501 New
RCA
125
Resonant Capital Advisors
Wisconsin
$22.8M +$1M +7,412 +5%

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.