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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
LGA
1351
Lebenthal Global Advisors
New York
$46K +$44.7K +330 New
IRC
1352
Investors Research Corp
Georgia
$43K
ME
1353
McIlrath & Eck
Washington
$40K -$47K -347 -55%
NSB
1354
Norway Savings Bank
Maine
$35K -$6.78K -50 -17%
DWA
1355
Dougherty Wealth Advisers
Minnesota
$35K
PCTC
1356
Perkins Coie Trust Company
Washington
$35K
PFBT
1357
Parkside Financial Bank & Trust
Missouri
$35K +$3.39K +25 +11%
RA
1358
Reby Advisors
Connecticut
$35K +$33.2K +245 New
PAI
1359
Pittenger & Anderson Inc
Nebraska
$33K +$14.9K +110 +89%
SFP
1360
Sterling Financial Planning
New Jersey
$31K +$30.1K +222 New
CIA
1361
Cascade Investment Advisors
Oregon
$28.2K
BC
1362
Barnett & Company
Tennessee
$28K -$27.1K -200 -50%
TF
1363
Tompkins Financial
New York
$28K
OIM
1364
Oder Investment Management
California
$28K +$27.4K +202 New
CWAF
1365
Core Wealth Advisors (Florida)
Florida
$27K
HS
1366
Horan Securities
United States
$27K
IF
1367
Ironwood Financial
Arizona
$27K
TCWA
1368
Ten Capital Wealth Advisors
Washington
$27K +$25.8K +190 New
KFS
1369
Kelly Financial Services
Massachusetts
$26.6K +$136 +1 +0.5%
DAM
1370
Delta Asset Management
Tennessee
$26K -$678 -5 -3%
LWA
1371
Lenox Wealth Advisors
New York
$26K +$6.91K +51 +39%
MFT
1372
Moisand Fitzgerald Tamayo
Florida
$23K
HF
1373
Halpern Financial
Virginia
$22.9K
EAM
1374
Eukles Asset Management
Ohio
$22K +$6.23K +46 +41%
RWB
1375
RMR Wealth Builders
New Jersey
$22K +$21.4K +158 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.