VIG icon

Vanguard Dividend Appreciation ETF

1,196 hedge funds and large institutions have $17.9B invested in Vanguard Dividend Appreciation ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
24.58%
Holding in Top 10
175
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.16%
% of All Funds
3.6%
New
104
Increased
466
Reduced
441
Closed
56
Calls
$39.1M
Puts
$41.8M
Net Calls
-$2.73M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HF
226
HRT Financial
New York
$7.6M +$7.6M +64,897 New
CWM
227
Cornerstone Wealth Management
Missouri
$7.51M -$324K -2,765 -4%
RIA
228
Regal Investment Advisors
Michigan
$7.49M +$7.49M +63,949 New
CIC
229
Carnegie Investment Counsel
Ohio
$7.41M +$330K +2,816 +5%
EPWM
230
Essex Private Wealth Management
Massachusetts
$7.41M +$7.11M +60,692 +2,414%
WI
231
Wintrust Investments
Illinois
$7.4M +$36.3K +310 +0.5%
SVWAG
232
Sound View Wealth Advisors Group
Georgia
$7.27M +$2.27M +19,367 +45%
LIM
233
Leavell Investment Management
Alabama
$7.12M +$739K +6,279 +12%
WBG
234
Wharton Business Group
Pennsylvania
$6.98M +$716K +6,110 +11%
PA
235
Parallel Advisors
California
$6.94M -$702K -5,988 -9%
KCM
236
Karp Capital Management
California
$6.84M +$453K +3,867 +7%
WLIM
237
White Lighthouse Investment Management
Massachusetts
$6.82M +$143K +1,216 +2%
APP
238
Avantax Planning Partners
Iowa
$6.79M +$2.74M +23,394 +68%
FAAS
239
First Allied Advisory Services
California
$6.76M +$2.33M +19,920 +53%
SFA
240
Souders Financial Advisors
Ohio
$6.72M +$486K +4,145 +8%
WWM
241
Western Wealth Management
Colorado
$6.69M +$407K +3,470 +6%
SWM
242
Segment Wealth Management
Texas
$6.69M +$4.55M +38,867 +214%
NIM
243
Northeast Investment Management
Massachusetts
$6.63M +$200K +1,709 +3%
FMBTD
244
First Midwest Bank Trust Division
Illinois
$6.62M +$6.07M +51,820 +1,108%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$6.59M +$433K +3,695 +7%
1WA
246
180 Wealth Advisors
Washington
$6.57M -$368K -3,002 -5%
KCPG
247
Kavar Capital Partners Group
Kansas
$6.35M -$167K -1,422 -3%
KTC
248
Kistler-Tiffany Companies
Pennsylvania
$6.32M +$387K +3,302 +7%
KWM
249
Kingsview Wealth Management
Oregon
$6.31M +$152K +1,296 +2%
FM
250
Family Management
New York
$6.24M +$1.49M +12,673 +31%