VIG icon

Vanguard Dividend Appreciation ETF

2,043 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 691 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,043
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.71%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
691
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
276
Evergreen Capital Management
Washington
$12.2M -$69.7K -380 -0.6%
MWA
277
Meridian Wealth Advisors
Texas
$12.2M +$207K +1,135 +2%
EFS
278
Essex Financial Services
Connecticut
$12.1M +$1.83M +9,886 +18%
DWM
279
Dakota Wealth Management
Florida
$12.1M -$686K -3,760 -5%
BFAG
280
Blackston Financial Advisory Group
Florida
$12M -$1.22M -6,707 -9%
MFG
281
Merit Financial Group
Georgia
$11.9M +$304K +1,663 +3%
AC
282
Apella Capital
Connecticut
$11.8M -$131K -715 -1%
GVAG
283
Great Valley Advisor Group
Delaware
$11.7M +$170K +929 +1%
MOS
284
MGO One Seven
Ohio
$11.7M +$349K +1,913 +3%
KDA
285
Kraft Davis & Associates
Missouri
$11.6M +$178K +946 +2%
CWM
286
Circle Wealth Management
New Jersey
$11.6M +$69.9K +383 +0.6%
SI
287
SimpliFi Inc
California
$11.6M -$193K -1,059 -2%
KPWS
288
Kestra Private Wealth Services
Texas
$11.5M -$384K -2,105 -3%
CIA
289
Concurrent Investment Advisors
Florida
$11.5M +$860K +4,713 +8%
SF
290
Synovus Financial
Georgia
$11.5M -$1.41M -7,714 -11%
JPG
291
Jordan Park Group
California
$11.4M -$1.18M -6,464 -9%
RJT
292
Raymond James Trust
Florida
$11.3M -$51.8K -284 -0.5%
SWM
293
Segment Wealth Management
Texas
$11.3M -$82.3K -451 -0.7%
ONB
294
Old National Bancorp
Indiana
$11.3M -$42.2K -231 -0.4%
CCG
295
Chatham Capital Group
Georgia
$11.2M +$23.7K +130 +0.2%
MWM
296
Mission Wealth Management
California
$11.2M -$1.95M -10,694 -15%
PWM
297
Peterson Wealth Management
Nevada
$11.1M +$2.4M +13,164 +28%
LIM
298
Leavell Investment Management
Alabama
$11.1M -$29.5K -161 -0.3%
TCA
299
Transcend Capital Advisors
New Jersey
$11.1M +$575K +3,148 +5%
ACM
300
Allred Capital Management
Texas
$11.1M -$69K -378 -0.6%