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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
DPI
1251
Diversified Portfolios Inc
Michigan
$220K
TWM
1252
Titus Wealth Management
California
$220K +$211K +1,560 New
HCIA
1253
Hochman Cole Investment Advisors
Illinois
$219K -$9.76K -72 -4%
ACM
1254
AUA Capital Management
Pennsylvania
$218K +$5.96K +44 +3%
CC
1255
Cadinha & Co
Hawaii
$217K -$217K -1,600 -51%
OCM
1256
Orser Capital Management
Texas
$217K -$10.2K -75 -5%
SFI
1257
SPC Financial Inc
Maryland
$217K +$208K +1,535 New
OPW
1258
Oxler Private Wealth
New York
$213K +$209K +1,545 New
TCM
1259
Tradewinds Capital Management
Washington
$212K -$127K -937 -38%
HA
1260
HC Advisors
Georgia
$212K +$203K +1,500 New
HPCM
1261
Hunter Perkins Capital Management
Illinois
$212K +$203K +1,500 New
AWA
1262
Arkadios Wealth Advisors
Georgia
$211K +$89.9K +663 +79%
BBNA
1263
Bremer Bank National Association
Minnesota
$211K +$203K +1,497 New
BFA
1264
Beaumont Financial Advisors
Massachusetts
$208K +$200K +1,476 New
VAM
1265
Verity Asset Management
North Carolina
$207K +$198K +1,464 New
CFS
1266
Cannon Financial Strategists
Georgia
$206K +$198K +1,458 New
CDIA
1267
Capital Directions Investment Advisors
Georgia
$205K +$57.2K +422 +41%
MCWS
1268
McKinley Carter Wealth Services
West Virginia
$205K +$197K +1,450 New
MFS
1269
Madrona Financial Services
Washington
$205K +$197K +1,452 New
FMTC
1270
Farmers & Merchants Trust Company
California
$205K +$197K +1,455 New
POIA
1271
Pin Oak Investment Advisors
Texas
$204K
AIA
1272
Allied Investment Advisors
Montana
$204K +$196K +1,445 New
WCM
1273
Windsor Capital Management
Arizona
$203K +$195K +1,442 New
MIM
1274
Miller Investment Management
Pennsylvania
$202K -$85.8K -633 -22%
FPCM
1275
Financial Partners Capital Management
New York
$201K +$193K +1,425 New

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.