We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

857 hedge funds and large institutions have $9.77B invested in Vanguard Dividend Appreciation ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 313 increasing their positions, 312 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $6.47M

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

2% more funds holding

Funds holding: 842857 (+15)

1% more funds holding in top 10

Funds holding in top 10: 9596 (+1)

2% more capital invested

Capital invested by funds: $9.61B → $9.77B (+$155M)

0% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 312

302.78% less ownership

Funds ownership: 341.56%38.78% (-303%)

Holders
857
Holders Change
+15
Holders Change %
+1.78%
% of All Funds
19.62%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
2.2%
New
53
Increased
313
Reduced
312
Closed
33
Calls
$17.1M
Puts
$6.47M
Net Calls
+$10.6M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
401
Dorsey & Whitney Trust
South Dakota
$1.02M
LCS
402
Levin Capital Strategies
New York
$1.02M -$1.38M -13,500 -57%
BAM
403
Belpointe Asset Management
Nevada
$1.01M -$19.9K -195 -2%
CNB
404
Camden National Bank
Maine
$1M +$1M +9,858 New
SFS
405
Sowell Financial Services
Arkansas
$996K +$42.8K +420 +5%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$973K +$121K +1,190 +14%
DDC
407
DF Dent & Co
Maryland
$972K -$273K -2,675 -22%
FPGK
408
Financial Partners Group (Kansas)
Kansas
$970K -$17.4K -171 -2%
EWM
409
Evercore Wealth Management
New York
$966K +$240K +2,356 +33%
WIA
410
Wealthstreet Investment Advisors
Texas
$964K -$19.9K -195 -2%
MIH
411
Meitav Investment House
Israel
$964K +$265K +2,600 New
PWM
412
Perigon Wealth Management
California
$959K +$25.5K +250 +3%
V
413
Veritable
Delaware
$956K
GWCM
414
Godshalk Welsh Capital Management
Pennsylvania
$954K -$45.9K -450 -5%
BB
415
Busey Bank
Illinois
$953K
KP
416
Keel Point
Alabama
$951K +$121K +1,186 +15%
IWC
417
Integrated Wealth Concepts
Massachusetts
$950K -$16.6K -163 -2%
Renaissance Technologies
418
Renaissance Technologies
New York
$945K +$948K +9,300 New
KA
419
Klingman & Associates
New York
$922K +$13.9K +136 +2%
BA
420
Boston Advisors
Massachusetts
$910K +$59.1K +580 +7%
NWP
421
Northstar Wealth Partners
Connecticut
$902K +$70.3K +690 +8%
CHA
422
Cooper/Haims Advisors
New York
$895K +$11.5K +113 +1%
SCA
423
STALEY CAPITAL ADVISERS
Pennsylvania
$887K +$134K +1,310 +18%
BOS
424
Bingham Osborn & Scarborough
California
$887K +$177K +1,739 +25%
BL
425
BFSG LLC
California
$886K -$13.1K -129 -1%