VIG icon

Vanguard Dividend Appreciation ETF

533 hedge funds and large institutions have $6.25B invested in Vanguard Dividend Appreciation ETF in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 187 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
-9
Holders Change %
-1.66%
% of All Funds
14.9%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
2.1%
New
34
Increased
187
Reduced
215
Closed
39
Calls
$4.39M
Puts
$2.5M
Net Calls
+$1.89M
Net Calls Change
+$407K
Name Holding Trade Value Shares
Change
Shares
Change %
VAM
401
Verity Asset Management
North Carolina
$292K -$2.07K -28 -0.7%
DAS
402
Dynamic Advisor Solutions
Arizona
$280K +$280K +3,796 New
CB
403
Chemical Bank
Michigan
$279K
SAM
404
Smithbridge Asset Management
Pennsylvania
$277K
AAM
405
Aureus Asset Management
Massachusetts
$276K -$69.6K -943 -20%
AWP
406
Ascent Wealth Partners
New York
$276K +$368 +5 +0.1%
SCM
407
Shelton Capital Management
Colorado
$274K
TSS
408
Two Sigma Securities
New York
$274K +$274K +3,710 New
PCA
409
Peddock Capital Advisors
Massachusetts
$269K -$16.2K -220 -6%
DY
410
Dowling & Yahnke
California
$269K
PCA
411
Personal Capital Advisors
California
$269K +$42.3K +573 +19%
VIA
412
Vantage Investment Advisors
Pennsylvania
$267K
CCT
413
Capital City Trust
Florida
$267K
AHS
414
Aspiriant Holdings S3
California
$263K +$443 +6 +0.2%
SAM
415
Shamrock Asset Management
Texas
$262K -$1.76M -23,911 -87%
CBU
416
CIBC Bank USA
Illinois
$262K
BCP
417
Blue Chip Partners
Michigan
$259K -$17K -231 -6%
LA
418
Lau Associates
Delaware
$259K +$960 +13 +0.4%
MBT
419
Montecito Bank & Trust
California
$257K -$72K -974 -22%
BHB
420
Bank Hapoalim BM
Israel
$255K -$28.2K -383 -10%
GA
421
Geller Advisors
New York
$253K
BG
422
Bahl & Gaynor
Ohio
$249K +$46.1K +625 +23%
NGA
423
Naples Global Advisors
Florida
$245K
BCM
424
Brookmont Capital Management
Texas
$245K +$1.7K +23 +0.7%
AFG
425
Albion Financial Group
Utah
$244K +$244K +3,311 New