VIG icon

Vanguard Dividend Appreciation ETF

422 hedge funds and large institutions have $6.05B invested in Vanguard Dividend Appreciation ETF in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 126 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
12.2%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
2.11%
New
45
Increased
188
Reduced
126
Closed
33
Calls
$4.35M
Puts
$1.58M
Net Calls
+$2.77M
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
401
INR Advisory Services
Pennsylvania
$28K
BIT
402
BlackRock Institutional Trust
California
$28K +$28K +378 New
BRWM
403
B. Riley Wealth Management
Tennessee
$27K +$27K +359 New
WA
404
Winfield Associates
Ohio
$24K
TAIM
405
TD Ameritrade Investment Management
Nebraska
$24K +$24K +324 New
FNBSF
406
First National Bank Sioux Falls
South Dakota
$22K
EK
407
Evensky & Katz
Florida
$20K
AAC
408
Asset Advisors Corp
Georgia
$20K
AllianceBernstein
409
AllianceBernstein
Tennessee
$20K +$20K +265 New
GI
410
Gradient Investments
Minnesota
$19K -$3.63K -48 -16%
PFO
411
Pathstone Family Office
New Jersey
$18K
QAM
412
QCI Asset Management
New York
$17K
BCM
413
Blume Capital Management
California
$16K +$16K +213 New
PCTC
414
Perkins Coie Trust Company
Washington
$13K
FNBT
415
FineMark National Bank & Trust
Florida
$12K
BAM
416
Brave Asset Management
New Jersey
$11K
FWC
417
First Washington Corp
Washington
$11K
MWP
418
MYCIO Wealth Partners
Pennsylvania
$9K
LFR
419
Lehman Financial Resources
Pennsylvania
$8K
SIA
420
SeaBridge Investment Advisors
New Jersey
$5K
Group One Trading
421
Group One Trading
Illinois
$5K +$5K +72 New
Canada Life
422
Canada Life
Manitoba, Canada
$3K
FMP
423
Financial Management Professionals
Texas
$3K
NMIS
424
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +9 New
Walleye Trading
425
Walleye Trading
New York
$112 +$112 +1,488 New