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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
CWM
1301
Consultiva Wealth Management
Puerto Rico
$144K +$138K +1,017 New
FFC
1302
First Financial Corp
Indiana
$141K
PA
1303
Perennial Advisors
New York
$136K +$131K +965 New
RDFA
1304
Ritter Daniher Financial Advisory
Ohio
$134K +$129K +950 New
RFA
1305
Reilly Financial Advisors
California
$132K +$11.2K +83 +10%
VBCG
1306
Valley Brook Capital Group
Pennsylvania
$132K +$127K +940 New
LS
1307
Leelyn Smith
Illinois
$128K +$136 +1 +0.1%
Bank Julius Baer & Co
1308
Bank Julius Baer & Co
Switzerland
$127K
RBC
1309
Roble Belko & Company
Pennsylvania
$124K
EWM
1310
Edge Wealth Management
New York
$113K
LFG
1311
Larson Financial Group
Missouri
$110K -$2.17K -16 -2%
BBPWM
1312
Blue Bell Private Wealth Management
Pennsylvania
$110K -$1.22K -9 -1%
Schroder Investment Management Group
1313
Schroder Investment Management Group
United Kingdom
$109K
PCA
1314
Providence Capital Advisors
North Carolina
$107K
RPWA
1315
Regent Peak Wealth Advisors
Georgia
$106K +$102K +750 New
PCG
1316
Private Capital Group
Connecticut
$105K -$2.85K -21 -3%
IPW
1317
IronBridge Private Wealth
Texas
$104K +$100K +739 New
GC
1318
Garde Capital
Washington
$101K +$97.7K +721 New
BAM
1319
Bellevue Asset Management
Washington
$99K
PGAM
1320
Princeton Global Asset Management
New Jersey
$98K +$69.3K +511 +276%
FCMT
1321
Founders Capital Management (Texas)
Texas
$97K +$108K +800 New
CCM
1322
Cribstone Capital Management
Maine
$95K
SIM
1323
Sonora Investment Management
Arizona
$92K +$53.1K +392 +151%
MIM
1324
Macroview Investment Management
Maryland
$91K
MWC
1325
MBM Wealth Consultants
Missouri
$88K

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.