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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
TC
1401
Tacita Capital
Ontario, Canada
$7K +$7.05K +52 New
SWA
1402
SOA Wealth Advisors
New York
$7K +$7.32K +54 New
JWA
1403
JFS Wealth Advisors
Pennsylvania
$5K -$33.7K -249 -87%
OIA
1404
Optimum Investment Advisors
Illinois
$5K -$18.3K -135 -79%
CFN
1405
Cordasco Financial Network
Florida
$4K
MF
1406
Manchester Financial
California
$4K
JWM
1407
Janiczek Wealth Management
Colorado
$3K
GWMIA
1408
Global Wealth Management Investment Advisory
Florida
$3K +$2.44K +18 New
NDSI
1409
Newman Dignan & Sheerar Inc
Rhode Island
$1.56K -$271 -2 -0%
HFA
1410
HC Financial Advisors
California
$1K
WOSD
1411
WFA of San Diego
California
$141 -$178K -1,316 -10%
HighTower Advisors
1412
HighTower Advisors
Illinois
-$161M -1,253,330 Closed
HI
1413
Horizon Investments
North Carolina
-$15.8M -123,164 Closed
TRCT
1414
Tower Research Capital (TRC)
New York
-$3.89M -30,240 Closed
JPG
1415
Jordan Park Group
California
-$2.94M -22,860 Closed
Simplex Trading
1416
Simplex Trading
Illinois
-$2.4M -17,673 Closed
PP
1417
Paloma Partners
Connecticut
-$1.49M -11,582 Closed
Man Group
1418
Man Group
United Kingdom
-$1.23M -9,549 Closed
VF
1419
Virtu Financial
New York
-$1.01M -7,840 Closed
Jane Street
1420
Jane Street
New York
-$749K -5,523 Closed
Wolverine Trading
1421
Wolverine Trading
Illinois
-$709K -5,228 Closed
AWCI
1422
Alpine Woods Capital Investors
New York
-$637K -4,952 Closed
PWM
1423
Paulson Wealth Management
Illinois
-$515K -4,000 Closed
FIA
1424
Foundations Investment Advisors
Arizona
-$491K -3,817 Closed
HSBC Holdings
1425
HSBC Holdings
United Kingdom
-$489K -3,804 Closed

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.