We are live on ! Find out more
VIG icon

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
ERIM
1426
Eagle Ridge Investment Management
Connecticut
-$474K -3,687 Closed
MG
1427
Mather Group
Illinois
-$362K -2,814 Closed
TW
1428
Transform Wealth
Colorado
-$333K -2,588 Closed
PW
1429
Peninsula Wealth
California
-$304K -2,360 Closed
DTC
1430
Davidson Trust Company
Washington
-$298K -2,323 Closed
MYIA
1431
Mount Yale Investment Advisors
Colorado
-$269K -2,093 Closed
Walleye Trading
1432
Walleye Trading
New York
-$228K -1,769 Closed
BFA
1433
Bragg Financial Advisors
North Carolina
-$224K -1,741 Closed
TAM
1434
Taurus Asset Management
New York
-$210K -1,635 Closed
GIA
1435
Granite Investment Advisors
New Hampshire
-$202K -1,570 Closed
SXL
1436
Summit X LLC
Missouri
-$772 -1,292 Closed
GM
1437
GeoWealth Management
Illinois
-$151K -1,183 Closed
Barclays
1438
Barclays
United Kingdom
-$73K -570 Closed
CB
1439
CNB Bank
Pennsylvania
-$65K -508 Closed
SC
1440
Slow Capital
California
-$59K -459 Closed
PFWA
1441
Paces Ferry Wealth Advisors
Georgia
-$43K -334 Closed
CPW
1442
Catalyst Private Wealth
California
-$37K -284 Closed
BBA
1443
Braun-Bostich & Associates
Pennsylvania
-$26K -200 Closed
NIC
1444
Northwest Investment Counselors
Oregon
-$23K -180 Closed
LC
1445
Lindbrook Capital
California
-$22K -171 Closed
CHAM
1446
Clear Harbor Asset Management
Connecticut
-$10.4K -81 Closed
SIA
1447
SeaBridge Investment Advisors
New Jersey
-$8K -61 Closed
VCM
1448
Vigilant Capital Management
Maine
-$7K -54 Closed
CBT
1449
Central Bank & Trust
Kentucky
-$6K -50 Closed
JSC
1450
Jackson Square Capital
California
-$5K -37 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.