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
CL
326
Choreo LLC
Illinois
$1.75M -$849K -7,898 -33%
MAS
327
Madden Advisory Services
Florida
$1.75M -$5.38K -50 -0.3%
Cetera Investment Advisers
328
Cetera Investment Advisers
Illinois
$1.74M +$75.6K +703 +5%
BI
329
Ballast Inc
Kentucky
$1.74M +$129K +1,201 +8%
B
330
Bridgeworth
Alabama
$1.73M +$64.8K +603 +3%
JIC
331
Johnson Investment Counsel
Ohio
$1.73M +$11.1K +103 +0.7%
CHA
332
Carmichael Hill & Associates
Maryland
$1.72M -$3.01K -28 -0.2%
PFPT
333
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.72M +$313K +2,908 +23%
GWM
334
Geneos Wealth Management
Colorado
$1.71M +$438K +4,076 +36%
HFA
335
Huber Financial Advisors
Illinois
$1.71M -$83.7K -779 -5%
VIM
336
Vista Investment Management
Pennsylvania
$1.7M -$12.6K -117 -0.8%
SPIA
337
Steward Partners Investment Advisory
New York
$1.69M +$268K +2,489 +19%
MLFP
338
MPS Loria Financial Planners
Illinois
$1.69M -$18.4K -171 -1%
BAM
339
Belpointe Asset Management
Nevada
$1.69M +$563K +5,234 +52%
BAM
340
Berkshire Asset Management
Pennsylvania
$1.67M
KeyBank National Association
341
KeyBank National Association
Ohio
$1.66M -$92.9K -864 -5%
VHAM
342
Van Hulzen Asset Management
California
$1.66M -$28.6K -266 -2%
CB
343
Community Bank
New York
$1.64M
BUB
344
BBVA USA Bancshares
Texas
$1.63M +$1.58M +14,733 New
BAC
345
Boys Arnold & Co
North Carolina
$1.63M
CCFCSB
346
Cape Cod Five Cents Savings Bank
Massachusetts
$1.61M -$140K -1,298 -8%
JIC
347
JRM Investment Counsel
Nebraska
$1.59M
RCA
348
Rowland Carmichael Advisors
Arizona
$1.59M +$9.68K +90 +0.6%
VC
349
Vicus Capital
Pennsylvania
$1.58M -$166K -1,542 -10%
IWA
350
IBEX Wealth Advisors
New Jersey
$1.57M -$36.5K -340 -2%