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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
Bank of America
1
Bank of America
North Carolina
$3.37B +$215M +1,588,796 +7%
Morgan Stanley
2
Morgan Stanley
New York
$1.38B +$26M +191,508 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.09B +$205M +1,514,254 +25%
Wells Fargo
4
Wells Fargo
California
$951M +$45.5M +335,837 +5%
Wealthfront Advisers
5
Wealthfront Advisers
California
$879M +$21.6M +159,336 +3%
UBS Group
6
UBS Group
Switzerland
$769M +$15.2M +112,000 +2%
LPL Financial
7
LPL Financial
California
$528M +$46.3M +341,613 +10%
Citigroup
8
Citigroup
New York
$476M -$2.19M -16,137 -0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$395M +$16.5M +121,760 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$386M +$28.7M +211,468 +8%
HB
11
Homrich & Berg
Georgia
$381M +$19.4M +143,089 +6%
Charles Schwab
12
Charles Schwab
California
$338M +$2.25M +16,604 +0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$335M +$5.4M +39,845 +2%
Ameriprise
14
Ameriprise
Minnesota
$323M +$30.7M +226,693 +11%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$320M -$1.61M -11,851 -0.5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$279M +$7.33M +54,057 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$253M +$5.48M +40,400 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$240M +$3.82M +28,151 +2%
Truist Financial
19
Truist Financial
North Carolina
$239M -$323M -2,386,031 -58%
RJA
20
Raymond James & Associates
Florida
$229M +$5.34M +39,366 +2%
S
21
SignatureFD
Georgia
$215M +$12.4M +91,795 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$185M -$14.4M -106,245 -8%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$179M -$6.61M -48,776 -4%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$176M +$12.5M +92,231 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$157M +$11.3M +83,120 +8%

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.