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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
SNT
1376
Security National Trust
West Virginia
$21K
TC
1377
Truvestments Capital
Florida
$21K +$21.1K +156 New
NFSG
1378
Newbridge Financial Services Group
Florida
$20K +$136 +1 +0.7%
CIAS
1379
CBIZ Investment Advisory Services
Ohio
$18K
PK
1380
Pflug Koory
Nebraska
$18K +$17.3K +128 New
AP
1381
Atwood & Palmer
Missouri
$16K
ETI
1382
Enterprise Trust & Investment
California
$16K
CI
1383
CX Institutional
Indiana
$15K
SIS
1384
Sound Income Strategies
Florida
$14K -$94.9K -700 -88%
AssetMark Inc
1385
AssetMark Inc
California
$14K -$85K -627 -86%
TSW
1386
Thompson Siegel & Walmsley
Virginia
$14K
MIM
1387
Merrion Investment Management
New Jersey
$14K +$13.4K +99 New
KFI
1388
Key Financial Inc
Pennsylvania
$14K +$13.8K +102 New
HI
1389
Hoey Investments
Pennsylvania
$12K
CAM
1390
Costello Asset Management
Pennsylvania
$11K
BCM
1391
Bourgeon Capital Management
Connecticut
$11K +$10.8K +80 New
GFPC
1392
Global Financial Private Client
Florida
$10.2K -$2.03K -15 -17%
BWA
1393
Burt Wealth Advisors
Maryland
$9K
SIAG
1394
Signet Investment Advisory Group
Rhode Island
$9K +$8.81K +65 New
TI
1395
tru Independence
Oregon
$8.27K +$589K +4,344 +8%
TFA
1396
Transamerica Financial Advisors
Florida
$8K -$136 -1 -2%
CFFP
1397
Center for Financial Planning
Michigan
$8K
DTIM
1398
Danda Trouve Investment Management
Kansas
$8K +$7.05K +52 +5,200%
SN
1399
Sittner & Nelson
Oregon
$8K +$7.86K +58 New
GTAM
1400
Global Trust Asset Management
Florida
$7K

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.