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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
CWC
126
Carolinas Wealth Consulting
North Carolina
$22.6M +$363K +2,682 +2%
MA
127
Mutual Advisors
Nebraska
$22.6M -$3.63M -26,793 -14%
SI
128
Stephens Inc
Arkansas
$22.5M -$42.1K -311 -0.2%
VWM
129
Venturi Wealth Management
Texas
$22.5M -$14.4M -106,580 -40%
NFG
130
NewFocus Financial Group
Washington
$22M -$310K -2,288 -1%
BWL
131
Bogart Wealth LLC
Virginia
$22M +$35.6K +263 +0.2%
CAL
132
Capital Advisors Ltd
Ohio
$21.9M +$156K +1,151 +0.7%
SFG
133
StrategIQ Financial Group
Indiana
$21.1M +$768K +5,664 +4%
PP
134
PDS Planning
Ohio
$21M +$1.26M +9,289 +7%
HTC
135
Haverford Trust Company
Pennsylvania
$21M +$227K +1,677 +1%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$20.9M +$4.5M +33,212 +29%
CFA
137
Capstone Financial Advisors
Illinois
$20.8M -$5.76M -42,478 -22%
WFWM
138
Wechter Feldman Wealth Management
New Jersey
$20.8M -$491K -3,624 -2%
CFA
139
Cahill Financial Advisors
Minnesota
$20.7M +$23M +170,077 +121%
MAM
140
McCarthy Asset Management
California
$20.4M +$19.6M +144,529 New
WIC
141
Whitegate Investment Counselors
New Hampshire
$20.1M +$337K +2,484 +2%
LWANC
142
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.9M +$214K +1,577 +1%
GLLW
143
Graves Light Lenhart Wealth
Virginia
$19.7M +$97K +716 +0.5%
EDRIA
144
Edmonds Duncan Registered Investment Advisors
Kansas
$19.6M +$7.29M +53,784 +64%
BFG
145
Bouchey Financial Group
New York
$19.2M +$489K +3,609 +3%
CP
146
Corbenic Partners
Pennsylvania
$19.2M +$3.61M +26,655 +24%
LWMG
147
Levy Wealth Management Group
Pennsylvania
$19.1M +$18.3M +135,224 New
SI
148
SimpliFi Inc
California
$19.1M -$574K -4,235 -3%
GC
149
Gibson Capital
Pennsylvania
$18.7M +$61.3K +452 +0.3%
QCM
150
Quest Capital Management
Texas
$18.5M -$91.8K -677 -0.5%

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.