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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
KBFS
151
Kohmann Bosshard Financial Services
Ohio
$17.9M +$599K +4,419 +4%
MAM
152
Madison Asset Management
Wisconsin
$17.8M -$429K -3,169 -2%
DADC
153
D.A. Davidson & Co
Montana
$17.6M +$103K +761 +0.6%
SFS
154
Searcy Financial Services
Kansas
$17.3M +$132K +974 +0.8%
VWA
155
Visionary Wealth Advisors
Illinois
$17.3M +$2.03M +14,984 +14%
MIAN
156
Mariner Independent Advisor Network
Kansas
$17.2M +$5.48M +40,403 +50%
USAA
157
United Services Automobile Association
Texas
$17.1M -$975K -7,197 -6%
UCFA
158
United Capital Financial Advisors
Texas
$17M -$3.57M -26,369 -18%
GB
159
Goepper Burkhardt
South Carolina
$17M +$16.3M +120,092 New
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$16.7M -$26.1M -192,520 -62%
WP
161
WMS Partners
Maryland
$16.6M -$391K -2,887 -2%
BFG
162
Beacon Financial Group
Texas
$16.5M -$659K -4,864 -4%
WFA
163
West Financial Advisors
Iowa
$16.5M +$15.8M +116,677 New
IAS
164
Investment Advisory Services
Texas
$16.3M +$342K +2,525 +2%
GWM
165
Gray Wealth Management
Maine
$16.2M +$249K +1,837 +2%
JSL
166
JT Stratford LLC
Georgia
$16.1M -$1.99M -14,681 -11%
MA
167
Montag & Associates
Georgia
$15.9M +$763K +5,630 +5%
EVM
168
Eaton Vance Management
Massachusetts
$15.8M +$5.96M +43,962 +65%
FWP
169
FAS Wealth Partners
Kansas
$15.7M +$2.98M +21,963 +25%
CCM
170
Covington Capital Management
California
$15.6M +$376K +2,773 +3%
22CM
171
20/20 Capital Management
California
$15.5M +$11.7M +86,108 +359%
HWA
172
Heritage Wealth Advisors
Virginia
$14.7M +$1.01M +7,478 +8%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$14.3M +$8.13M +59,995 +146%
APA
174
American Portfolios Advisors
New York
$14.1M +$516K +3,809 +4%
NA
175
NewEdge Advisors
Louisiana
$14.1M +$11.1K +82 +0.1%

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.