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 %
KOMWMG
301
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.44M +$901K +7,003 +20%
CIA
302
Capital Investment Advisors
Georgia
$5.41M -$123K -953 -2%
FCA
303
FLC Capital Advisors
California
$5.37M -$281K -2,122 -5%
PWM
304
Peterson Wealth Management
Nevada
$5.33M +$146K +1,133 +3%
RJT
305
Raymond James Trust
Florida
$5.29M +$380K +2,957 +8%
CIBC World Market
306
CIBC World Market
Ontario, Canada
$5.27M +$3.44M +26,701 +187%
BIA
307
Bigelow Investment Advisors
Maine
$5.24M -$95.7K -744 -2%
Citadel Advisors
308
Citadel Advisors
Florida
$5.24M -$682K -5,300 -12%
VFA
309
Voya Financial Advisors
Connecticut
$5.2M -$1.07M -8,380 -17%
SWM
310
SeaCrest Wealth Management
New York
$5.18M +$721K +5,606 +16%
FAIM
311
Financial Advocates Investment Management
Washington
$5.1M +$1.97M +15,284 +63%
BFEC
312
Benjamin F. Edwards & Company
Missouri
$5.07M -$77.8K -605 -2%
PFA
313
Pathway Financial Advisors
Vermont
$5.07M +$40.3K +312 +0.8%
CWG
314
Cornerstone Wealth Group
North Carolina
$5.01M -$445K -3,459 -8%
MOS
315
MGO One Seven
Ohio
$4.97M +$1.03M +7,996 +26%
AWS
316
AJ Wealth Strategies
New York
$4.96M +$6.95K +54 +0.1%
AWM
317
Aberdeen Wealth Management
Illinois
$4.92M +$4.92M +38,242 New
AO
318
Advisor OS
Illinois
$4.91M +$4.25M +33,013 +639%
GVAG
319
Great Valley Advisor Group
Delaware
$4.9M +$37.7K +293 +0.8%
MAFM
320
Mid Atlantic Financial Management
Pennsylvania
$4.9M -$336K -2,477 -6%
LCS
321
Levin Capital Strategies
New York
$4.89M +$3.6M +28,000 +280%
CCG
322
Chatham Capital Group
Georgia
$4.89M +$18.7K +145 +0.4%
V
323
Veritable
Delaware
$4.88M +$27K +210 +0.6%
SWA
324
Stratos Wealth Advisors
Ohio
$4.86M +$2.53M +19,701 +109%
LB
325
Leo Brokerage
Texas
$4.83M +$4.83M +41,195 New