VIG icon

Vanguard Dividend Appreciation ETF

1,244 hedge funds and large institutions have $20.2B invested in Vanguard Dividend Appreciation ETF in 2020 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 517 increasing their positions, 436 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,244
Holders Change
+48
Holders Change %
+4.01%
% of All Funds
25.17%
Holding in Top 10
180
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.86%
% of All Funds
3.64%
New
111
Increased
517
Reduced
436
Closed
50
Calls
$51.3M
Puts
$112M
Net Calls
-$61.1M
Net Calls Change
-$58.4M
Name Holding Trade Value Shares
Change
Shares
Change %
EVM
226
Eaton Vance Management
Massachusetts
$8.74M +$159K +1,236 +2%
FMWA
227
Forvis Mazars Wealth Advisors
Missouri
$8.72M -$2.17M -16,856 -20%
FLPIM
228
F.L. Putnam Investment Management
Massachusetts
$8.7M +$7.21K +56 +0.1%
WI
229
Wintrust Investments
Illinois
$8.66M +$531K +4,128 +7%
FFN
230
Focus Financial Network
Minnesota
$8.59M -$177K -1,371 -2%
LIM
231
Leavell Investment Management
Alabama
$8.52M +$708K +5,479 +9%
SFA
232
Souders Financial Advisors
Ohio
$8.44M +$587K +4,292 +7%
EPWM
233
Essex Private Wealth Management
Massachusetts
$8.42M +$286K +2,225 +4%
DA
234
Detalus Advisors
Missouri
$8.37M +$5.7M +44,292 +213%
SVWAG
235
Sound View Wealth Advisors Group
Georgia
$8.26M +$282K +2,188 +4%
WWM
236
Western Wealth Management
Colorado
$8.03M +$682K +5,304 +9%
CCM
237
Coldstream Capital Management
Washington
$8.02M -$386K -2,998 -5%
CWM
238
Cornerstone Wealth Management
Missouri
$7.95M -$289K -2,248 -4%
RCAG
239
Rehmann Capital Advisory Group
Michigan
$7.81M +$576K +4,478 +8%
PA
240
Parallel Advisors
California
$7.76M +$140K +1,086 +2%
NIM
241
Northeast Investment Management
Massachusetts
$7.61M +$327K +2,543 +4%
SWM
242
Segment Wealth Management
Texas
$7.47M +$123K +955 +2%
MMA
243
Miracle Mile Advisors
California
$7.46M +$3.68M +28,579 +97%
APP
244
Avantax Planning Partners
Iowa
$7.38M -$72.8K -566 -1%
SCA
245
STALEY CAPITAL ADVISERS
Pennsylvania
$7.23M +$3.27M +25,390 +82%
FMBTD
246
First Midwest Bank Trust Division
Illinois
$7.21M -$58.7K -456 -0.8%
FAAS
247
First Allied Advisory Services
California
$7.19M -$227K -1,768 -3%
WLIM
248
White Lighthouse Investment Management
Massachusetts
$7.17M -$309K -2,400 -4%
KWM
249
Kingsview Wealth Management
Oregon
$7.02M +$87K +676 +1%
WBG
250
Wharton Business Group
Pennsylvania
$7M -$657K -5,108 -9%