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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
REMPR
176
Roof Eidam Maycock Peralta (REMP)
California
$14M +$59.9K +442 +0.4%
VA
177
Valmark Advisers
Ohio
$14M +$407K +3,006 +3%
LWA
178
LWS Wealth Advisors
New Jersey
$13.8M -$603K -4,452 -4%
MWA
179
Martel Wealth Advisors
Washington
$13.8M +$450K +3,321 +4%
BSSFA
180
Baron Silver Stevens Financial Advisors
Florida
$13.7M +$13.1M +96,784 New
ORIO
181
Old Republic International (ORI)
Illinois
$13.6M
JGIA
182
Jackson Grant Investment Advisers
Connecticut
$13.5M +$817K +6,032 +7%
AC
183
Apella Capital
Connecticut
$13.4M -$513K -3,783 -4%
BWFA
184
Baltimore-Washington Financial Advisors
Maryland
$13.4M +$2.32M +17,088 +22%
HCM
185
HM Capital Management
Missouri
$13.4M -$1.71M -12,591 -12%
OPCM
186
Osborne Partners Capital Management
California
$13.3M +$324K +2,394 +3%
IFA
187
Interactive Financial Advisors
Illinois
$13.2M -$660K -4,870 -5%
HT
188
Hefren-Tillotson
Pennsylvania
$13M +$163K +1,202 +1%
NF
189
Nikulski Financial
Iowa
$13M -$185K -1,366 -1%
BMCM
190
Bryn Mawr Capital Management
Pennsylvania
$12.9M +$316K +2,335 +3%
SPIA
191
Steward Partners Investment Advisory
New York
$12.9M +$1.1M +8,141 +10%
Northern Trust
192
Northern Trust
Illinois
$12.8M -$108K -795 -0.9%
CRC
193
Curi RMB Capital
Illinois
$12.8M -$214K -1,577 -2%
AMG
194
Asset Management Group
Connecticut
$12.6M -$57.5K -424 -0.5%
CPFP
195
Clear Perspectives Financial Planning
Ohio
$12.6M +$12.1M +88,997 New
HSA
196
HBK Sorce Advisory
Pennsylvania
$12.6M +$252K +1,856 +2%
RFM
197
Royal Fund Management
Florida
$12.5M +$321K +2,370 +3%
SC
198
Scotia Capital
Ontario, Canada
$12.3M -$346K -2,551 -3%
HFS
199
Howard Financial Services
Texas
$12.2M +$452K +3,337 +4%
FFWA
200
FRG Family Wealth Advisors
Washington
$12.2M -$108K -794 -0.9%

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.