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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
AIS
1276
American Investment Services
Massachusetts
$201K -$17.1K -126 -8%
MRC
1277
Millburn Ridgefield Corp
New York
$201K +$71.6K +528 +59%
MCM
1278
MV Capital Management
Maryland
$200K
SFG
1279
SageGuard Financial Group
Tennessee
$200K +$192K +1,414 New
HCA
1280
Heck Capital Advisors
Wisconsin
$195K +$187K +1,380 New
WWM
1281
Wolff Wiese Magana
California
$192K +$184K +1,359 New
AIM
1282
Acropolis Investment Management
Missouri
$189K +$407 +3 +0.2%
MWP
1283
Meridian Wealth Partners
Pennsylvania
$188K
PCA
1284
Peddock Capital Advisors
Massachusetts
$188K +$181K +1,334 New
FHA
1285
First Horizon Advisors
Tennessee
$183K -$6.1K -45 -3%
LWM
1286
Liberty Wealth Management
California
$179K -$36K -266 -17%
EDRH
1287
Edmond de Rothschild Holding
Switzerland
$177K
BlackRock
1288
BlackRock
New York
$170K -$2.17K -16 -1%
BFC
1289
Bedel Financial Consulting
Indiana
$170K +$24.1K +178 +17%
PVH
1290
Psagot Value Holdings
Israel
$169K
PO
1291
Private Ocean
California
$167K +$136 +1 +0.1%
MPWT
1292
MassMutual Private Wealth & Trust
Connecticut
$167K +$88.6K +654 +124%
GWS
1293
Glassman Wealth Services
Virginia
$166K
HGWM
1294
Harvest Group Wealth Management
Massachusetts
$164K -$18.8K -139 -11%
PP
1295
Pacifica Partners
Canada
$163K +$1.08K +8 +0.7%
AWM
1296
AllSquare Wealth Management
New York
$159K
D
1297
Diversified
Delaware
$158K +$166K +1,224 New
CL
1298
COWA LLC
Oklahoma
$156K +$149K +1,100 New
OC
1299
Oakworth Capital
Alabama
$155K
HCP
1300
Hexagon Capital Partners
Arkansas
$144K

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.