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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
ATC
1326
Adirondack Trust Company
New York
$86K
NOI
1327
Newton One Investments
Delaware
$83K +$80.1K +591 New
WOC
1328
West Oak Capital
California
$81K +$50.8K +375 +188%
CAL
1329
Capital Analysts LLC
Pennsylvania
$81K +$56.5K +417 +271%
RMC
1330
Resources Management Corp
Connecticut
$77K -$15.2K -112 -17%
HI
1331
Hudock Inc
Pennsylvania
$76K +$407 +3 +0.6%
1IA
1332
1834 Investment Advisors
Wisconsin
$75K
AWM
1333
Avondale Wealth Management
Texas
$73K
CFB
1334
Cullen/Frost Bankers
Texas
$71K
VC
1335
Vestor Capital
Illinois
$71K
FCH
1336
Freestone Capital Holdings
Washington
$69.3K -$17.8K -131 -21%
TFA
1337
Toth Financial Advisory
Virginia
$69K
CH
1338
Canton Hathaway
Rhode Island
$67K +$11.2K +83 +21%
SL
1339
Savior LLC
Massachusetts
$66K
PFA
1340
Professional Financial Advisors
Nebraska
$63K
MAWCM
1341
Mine & Arao Wealth Creation & Management
California
$61K +$271 +2 +0.5%
SC
1342
Steph & Co
Wisconsin
$60K
LAI
1343
Legal Advantage Investments
California
$58K +$56.1K +414 New
PWMG
1344
Prestige Wealth Management Group
New Jersey
$52K
CWA
1345
Carolina Wealth Advisors
South Carolina
$51K +$48.8K +360 New
APWA
1346
Atlas Private Wealth Advisors
New Jersey
$49K -$19.4K -143 -29%
FPCG
1347
Fort Pitt Capital Group
Pennsylvania
$49K +$47.2K +348 New
VRM
1348
Vectors Research Management
New York
$49K +$47.4K +350 New
CCA
1349
Column Capital Advisors
Indiana
$47K +$136 +1 +0.3%
FWM
1350
FSA Wealth Management
Massachusetts
$46K +$44K +325 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.