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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
AC
1226
Arjuna Capital
North Carolina
$232K
OFS
1227
Oldfather Financial Services
Nebraska
$232K
CCM
1228
Crossvault Capital Management
Texas
$231K
EA
1229
Ellsworth Advisors
Ohio
$231K
TPW
1230
TL Private Wealth
Texas
$230K -$33.6K -248 -13%
MIC
1231
Means Investment Company
Maine
$230K -$7.32K -54 -3%
PIA
1232
Perennial Investment Advisors
California
$230K
BPM
1233
Bowling Portfolio Management
Ohio
$229K
FM
1234
Foster & Motley
Ohio
$229K +$220K +1,620 New
SAM
1235
Summit Asset Management
Tennessee
$228K
BSB
1236
Bangor Savings Bank
Maine
$227K
Members Trust
1237
Members Trust
Florida
$227K
WDG
1238
Wealth Dimensions Group
Ohio
$227K +$218K +1,610 New
CP
1239
Cumberland Partners
Ontario, Canada
$226K -$434K -3,200 -67%
NPA
1240
Nichols & Pratt Advisers
Massachusetts
$226K
APG
1241
Abacus Planning Group
South Carolina
$226K +$1.35K +10 +0.6%
AUB
1242
Atlantic Union Bankshares
Virginia
$226K +$217K +1,599 New
SEEDPG
1243
S.E.E.D. Planning Group
New York
$226K +$217K +1,600 New
BCM
1244
BTR Capital Management
California
$225K
DAC
1245
Dividend Assets Capital
South Carolina
$225K
HCM
1246
Howland Capital Management
Massachusetts
$224K -$23.4K -173 -10%
BO
1247
Bank OZK
Arkansas
$224K -$6.78K -50 -3%
IBOK
1248
Independence Bank of Kentucky
Kentucky
$223K +$16.5K +122 +8%
FHB
1249
First Hawaiian Bank
Hawaii
$222K
WMA
1250
Wealth Management Associates
New Jersey
$221K -$26.7K -197 -11%

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.