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 %
CA
376
Clearstead Advisors
Ohio
$2.65M +$159K +1,540 +6%
AIA
377
Angeles Investment Advisors
California
$2.65M
AIC
378
Archer Investment Corporation
Indiana
$2.64M -$390K -3,775 -13%
TD Asset Management
379
TD Asset Management
Ontario, Canada
$2.63M +$177K +1,716 +7%
GWM
380
Geneos Wealth Management
Colorado
$2.62M -$312K -3,071 -11%
BWA
381
BDO Wealth Advisors
Florida
$2.6M +$10.2K +99 +0.4%
VCM
382
Vivaldi Capital Management
Illinois
$2.58M +$2.15M +20,792 +495%
WSFS
383
Wilmington Savings Fund Society
Delaware
$2.58M +$2.03M +19,639 +373%
GI
384
Glovista Investments
New Jersey
$2.57M -$90.4K -875 -3%
IA
385
IFG Advisory
Georgia
$2.52M +$126K +1,217 +5%
SCI
386
S&CO Inc
Massachusetts
$2.51M
LWAC
387
Laurel Wealth Advisors (California)
California
$2.5M -$76.4K -739 -3%
SG
388
StoneX Group
New York
$2.5M -$45.1K -436 -2%
CBFP
389
Cedar Brook Financial Partners
Ohio
$2.5M -$44.6K -431 -2%
KPW
390
Kore Private Wealth
New York
$2.5M +$891K +8,622 +56%
IFO
391
Independent Family Office
New York
$2.49M
SC
392
Savant Capital
Illinois
$2.47M +$923K +8,929 +60%
BSW
393
Buckingham Strategic Wealth
Missouri
$2.39M -$95.9K -927 -4%
BFO
394
Boston Family Office
Massachusetts
$2.39M +$20.7K +200 +0.9%
SAM
395
Smithbridge Asset Management
Pennsylvania
$2.38M -$93.4K -903 -4%
JPG
396
Jordan Park Group
California
$2.36M
DWA
397
Dorsey Wright & Associates
California
$2.36M +$2.36M +22,853 New
BOH
398
Bank of Hawaii
Hawaii
$2.35M -$147K -1,422 -6%
WCM
399
WealthBridge Capital Management
Ohio
$2.35M +$2.35M +22,709 New
TI
400
Trexquant Investment
Connecticut
$2.33M +$2.07M +20,043 +819%