VIG icon

Vanguard Dividend Appreciation ETF

524 hedge funds and large institutions have $6.95B invested in Vanguard Dividend Appreciation ETF in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 155 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+62
Holders Change %
+13.42%
% of All Funds
13.98%
Holding in Top 10
85
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+21.43%
% of All Funds
2.27%
New
89
Increased
215
Reduced
155
Closed
22
Calls
$3.68M
Puts
$4.69M
Net Calls
-$1.01M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
226
M Holdings Securities
Oregon
$1.75M -$109K -1,337 -6%
SB
227
Suntrust Banks
Georgia
$1.73M +$98.5K +1,215 +6%
EWM
228
Elite Wealth Management
Washington
$1.71M +$1.71M +21,131 New
LWM
229
LBA Wealth Management
Florida
$1.7M +$97.6K +1,202 +6%
GIM
230
Goelzer Investment Management
Indiana
$1.64M -$1.14K -14 -0.1%
MA
231
MUFG Americas
New York
$1.62M
TCT
232
TIAA CREF Trust
Missouri
$1.6M +$424K +5,225 +36%
BEAM
233
Baker Ellis Asset Management
Washington
$1.57M +$1.57M +19,350 New
HR
234
Howe & Rusling
New York
$1.55M +$32.5K +401 +2%
SSWM
235
Sheets Smith Wealth Management
North Carolina
$1.54M +$243 +3 +0%
BAC
236
Boys Arnold & Co
North Carolina
$1.52M -$477K -5,875 -24%
PA
237
Pinnacle Associates
New York
$1.52M -$127K -1,565 -8%
HCM
238
Hollencrest Capital Management
California
$1.51M +$284K +3,500 +23%
AF
239
Affiance Financial
Minnesota
$1.51M +$1.51M +18,598 New
FWP
240
FAS Wealth Partners
Kansas
$1.5M +$4.54K +56 +0.3%
HNB
241
Huntington National Bank
Ohio
$1.49M -$1.41M
CIC
242
Carnegie Investment Counsel
Ohio
$1.49M +$58.4K +717 +4%
NA
243
Nottingham Advisors
New York
$1.48M -$13.9K -172 -0.9%
AIM
244
Advantage Investment Management
Iowa
$1.47M +$1.47M +18,137 New
HT
245
Hefren-Tillotson
Pennsylvania
$1.44M +$377K +4,643 +35%
CIA
246
Capital Investment Advisors
Georgia
$1.44M +$78.9K +972 +6%
ACS
247
Archford Capital Strategies
Illinois
$1.43M -$162 -2 -0%
AL
248
Agran Libbie
California
$1.4M +$11.9K +147 +0.9%
WS
249
Wedbush Securities
California
$1.39M -$12.8K -158 -0.9%
TD Asset Management
250
TD Asset Management
Ontario, Canada
$1.33M +$277K +3,417 +26%