VIG icon

Vanguard Dividend Appreciation ETF

985 hedge funds and large institutions have $11.6B invested in Vanguard Dividend Appreciation ETF in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 278 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
+75
Holders Change %
+8.24%
% of All Funds
21.98%
Holding in Top 10
126
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27.27%
% of All Funds
2.81%
New
154
Increased
401
Reduced
278
Closed
70
Calls
$17M
Puts
$6.38M
Net Calls
+$10.6M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
226
Capital Investment Advisors
Georgia
$4.25M +$104K +1,058 +3%
CTC
227
Central Trust Company
Missouri
$4.21M -$32.8K -335 -0.8%
SBSB
228
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.2M -$13.4K -137 -0.3%
VFA
229
Voya Financial Advisors
Connecticut
$4.12M +$75K +773 +2%
AAS
230
Avantax Advisory Services
Texas
$4.11M +$4.11M +41,943 New
CG
231
Colony Group
Massachusetts
$4.08M +$750K +7,661 +23%
SC
232
SouthState Corp
Florida
$4.07M -$1.47K -15 -0%
HWA
233
HHM Wealth Advisors
Tennessee
$4.06M +$4.06M +41,425 New
SCA
234
Stokes Capital Advisors
South Carolina
$4.05M -$187K -1,908 -4%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$4.03M +$1.15M +11,715 +40%
AC
236
Alexandria Capital
Virginia
$4.02M +$229K +2,339 +6%
WIP
237
Wellesley Investment Partners
Massachusetts
$3.99M +$13.7K +140 +0.3%
BFEC
238
Benjamin F. Edwards & Company
Missouri
$3.96M +$84.9K +867 +2%
BC
239
Brio Consultants
California
$3.96M +$3.96M +40,393 New
MAFM
240
Mid Atlantic Financial Management
Pennsylvania
$3.93M +$3.93M +40,153 New
WTC
241
WhitTier Trust Company
Nevada
$3.9M +$305K +3,113 +8%
I
242
IberiaBank
Louisiana
$3.83M +$386K +3,937 +11%
RMAM
243
Raab & Moskowitz Asset Management
New Jersey
$3.81M +$119K +1,210 +3%
BFM
244
Boston Financial Management
Massachusetts
$3.8M -$305K -3,113 -7%
BF
245
BOK Financial
Oklahoma
$3.78M -$134K -1,364 -3%
ECM
246
Evergreen Capital Management
Washington
$3.74M +$678K +6,926 +22%
HH
247
Hilltop Holdings
Texas
$3.69M -$34K -347 -0.9%
CFGS
248
Concourse Financial Group Securities
Alabama
$3.69M +$1.65M +16,829 +81%
WP
249
WealthShield Partners
North Carolina
$3.63M -$1.22M -12,475 -25%
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.61M +$332K +3,388 +10%