We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

911 hedge funds and large institutions have $11.2B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 300 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 25

157% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $7.69M

17% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 300

15% more capital invested

Capital invested by funds: $9.77B → $11.2B (+$1.44B)

6% more funds holding

Funds holding: 857911 (+54)

3% more funds holding in top 10

Funds holding in top 10: 9699 (+3)

0.68% more ownership

Funds ownership: 38.78%39.46% (+0.68%)

Holders
911
Holders Change
+54
Holders Change %
+6.3%
% of All Funds
20.83%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.26%
New
83
Increased
350
Reduced
300
Closed
25
Calls
$19.8M
Puts
$7.69M
Net Calls
+$12.1M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
MWAC
251
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.06M -$245K -2,282 -8%
NL
252
NWAM LLC
Washington
$2.99M +$34K +316 +1%
BSW
253
Buckingham Strategic Wealth
Missouri
$2.99M -$40.4K -376 -1%
HC
254
Henshaw Capital
Massachusetts
$2.99M
AP
255
Appleton Partners
Massachusetts
$2.96M -$137K -1,276 -5%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$2.96M
PP
257
PDS Planning
Ohio
$2.93M +$684K +6,361 +32%
EWM
258
Elmwood Wealth Management
California
$2.91M -$89.7K -834 -3%
Koshinski Asset Management
259
Koshinski Asset Management
Illinois
$2.82M +$1.05M +9,756 +62%
TCOV
260
Trust Company of Vermont
Vermont
$2.8M -$33.3K -310 -1%
BOH
261
Bank of Hawaii
Hawaii
$2.78M
SPC
262
Sigma Planning Corp
Michigan
$2.75M +$44.3K +412 +2%
RC
263
Rinet Company
Massachusetts
$2.74M -$16.1K -150 -0.6%
BWA
264
BDO Wealth Advisors
Florida
$2.73M +$467K +4,341 +21%
SCI
265
S&CO Inc
Massachusetts
$2.69M
KWM
266
Kingsview Wealth Management
Oregon
$2.67M +$772K +7,183 +42%
NIM
267
Northeast Investment Management
Massachusetts
$2.66M +$220K +2,044 +9%
CIA
268
Choate Investment Advisors
Massachusetts
$2.62M -$542K -5,042 -18%
B
269
Brightworth
Georgia
$2.62M +$212K +1,971 +9%
VCM
270
Versant Capital Management
Arizona
$2.62M -$296K -2,750 -10%
LWAC
271
Laurel Wealth Advisors (California)
California
$2.59M +$234K +2,178 +10%
AFP
272
Ausdal Financial Partners
Iowa
$2.58M +$157K +1,465 +7%
TFO
273
Tarbox Family Office
California
$2.54M -$145K -1,347 -6%
GI
274
Glovista Investments
New Jersey
$2.54M +$32.2K +300 +1%
SAM
275
Smithbridge Asset Management
Pennsylvania
$2.52M -$26.8K -249 -1%