VIG icon

Vanguard Dividend Appreciation ETF

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
276
Clearstead Advisors
Ohio
$8.47M +$1.97M +14,554 +30%
KCM
277
Karp Capital Management
California
$8.44M -$1.03M -7,606 -11%
ICMP
278
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.29M -$21.4K -158 -0.3%
PWM
279
Peterson Wealth Management
Nevada
$8.26M +$2.92M +21,628 +55%
PS
280
Portfolio Strategies
New York
$8.25M +$8.25M +200 New
HNWAG
281
High Net Worth Advisory Group
Florida
$8.17M +$204K +1,508 +3%
EFS
282
Essex Financial Services
Connecticut
$8.14M -$169K -1,252 -2%
BIAS
283
Beacon Investment Advisory Services
New Jersey
$8.08M +$290K +2,145 +4%
CFA
284
Capstone Financial Advisors
Illinois
$8.05M -$386K -2,858 -5%
CMP
285
Coston McIsaac & Partners
Maine
$8.04M +$608K +4,501 +8%
SCA
286
Sandy Cove Advisors
Massachusetts
$8.03M +$642K +4,752 +9%
WLIM
287
White Lighthouse Investment Management
Massachusetts
$8.03M +$698K +5,161 +10%
GWSG
288
GPS Wealth Strategies Group
Colorado
$7.97M +$6.7M +49,590 +530%
DWP
289
Destiny Wealth Partners
Florida
$7.94M -$4.33K -32 -0.1%
DBRC
290
D.B. Root & Company
Pennsylvania
$7.93M +$492K +3,641 +7%
HI
291
Harbour Investments
Wisconsin
$7.9M
WP
292
WealthShield Partners
North Carolina
$7.88M +$988K +7,312 +14%
5L
293
55I LLC
Massachusetts
$7.84M +$4.45M +32,943 +131%
RCAG
294
Rehmann Capital Advisory Group
Michigan
$7.78M +$57.6K +426 +0.7%
WP
295
Wealthspan Partners
Iowa
$7.77M +$1.08K +8 +0%
TCA
296
Transcend Capital Advisors
New Jersey
$7.74M +$13.9K +103 +0.2%
WA
297
Wealth Advisors
California
$7.73M +$36.8K +272 +0.5%
SWA
298
Stratos Wealth Advisors
Ohio
$7.72M +$17.2K +127 +0.2%
HSG
299
Helen Stephens Group
Texas
$7.65M -$657K -4,863 -8%
GJIC
300
Gamble Jones Investment Counsel
California
$7.57M -$18.7K -138 -0.2%