VIG icon

Vanguard Dividend Appreciation ETF

1,159 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 427 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
-27
Holders Change %
-2.28%
% of All Funds
25.6%
Holding in Top 10
173
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.45%
% of All Funds
3.82%
New
92
Increased
473
Reduced
427
Closed
101
Calls
$26.1M
Puts
$12.5M
Net Calls
+$13.6M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
301
WealthShield Partners
North Carolina
$3.91M -$1.01M -9,737 -20%
FAAS
302
First Allied Advisory Services
California
$3.9M -$635K -6,141 -14%
KA
303
Kovack Advisors
Florida
$3.89M -$2.15M -20,807 -36%
PFA
304
Plotkin Financial Advisors
Maryland
$3.88M -$32.9K -318 -0.8%
LW
305
Linscomb Wealth
Texas
$3.87M -$178K -1,717 -4%
BF
306
BOK Financial
Oklahoma
$3.86M -$402K -3,885 -9%
AC
307
Alexandria Capital
Virginia
$3.85M -$396K -3,834 -9%
SIAS
308
Shine Investment Advisory Services
Colorado
$3.83M -$55.4K -536 -1%
PWM
309
Peterson Wealth Management
Nevada
$3.8M -$410K -3,970 -10%
WTC
310
WhitTier Trust Company
Nevada
$3.8M -$108K -1,044 -3%
SMC
311
Smith, Moore & Co
Missouri
$3.79M +$1.78M +17,236 +89%
GVAG
312
Great Valley Advisor Group
Delaware
$3.77M -$21.9K -212 -0.6%
SL
313
Stevard LLC
Illinois
$3.76M
EWA
314
EP Wealth Advisors
California
$3.67M +$809K +7,826 +28%
KL
315
KWMG LLC
Kansas
$3.66M -$5.08M -49,156 -58%
MG
316
MilWealth Group
Wisconsin
$3.65M -$7.24K -70 -0.2%
SWM
317
SeaCrest Wealth Management
New York
$3.65M -$901K -8,714 -20%
SFS
318
Sowell Financial Services
Arkansas
$3.62M +$1.54M +14,856 +74%
MAFM
319
Mid Atlantic Financial Management
Pennsylvania
$3.61M -$808K -7,814 -18%
BPA
320
Beacon Pointe Advisors
California
$3.6M +$3.4M +32,871 +1,685%
IA
321
IFP Advisors
Florida
$3.58M +$123K +1,182 +4%
HCM
322
Hollencrest Capital Management
California
$3.58M -$133K -1,288 -4%
APP
323
Avantax Planning Partners
Iowa
$3.57M +$2.08M +20,162 +140%
CFO
324
CVA Family Office
Colorado
$3.55M -$635K -6,141 -15%
SMG
325
Smart Money Group
Texas
$3.54M +$3.23M +31,263 +1,058%