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 %
WR
401
Watson Rebecca
$2.32M -$2.5M -22,441 -52%
BCWM
402
Bartlett & Co Wealth Management
Ohio
$2.32M +$13.9K +134 +0.6%
BC
403
Bartlett & Co
Ohio
$2.32M +$2.32M +22,423 New
BCA
404
Berman Capital Advisors
Georgia
$2.31M +$227K +2,201 +11%
AAP
405
Arax Advisory Partners
Colorado
$2.31M -$154K -1,489 -6%
FAIM
406
Financial Advocates Investment Management
Washington
$2.31M -$437K -4,223 -16%
EHPM
407
Emery Howard Portfolio Management
California
$2.28M +$6.72K +65 +0.3%
NAS
408
Nicolet Advisory Services
Wisconsin
$2.25M -$122K -1,176 -5%
PJB
409
Paul John Balson
California
$2.24M +$2.24M +21,707 New
FWM
410
Fairhaven Wealth Management
Illinois
$2.24M +$2.24M +21,675 New
FWIA
411
Fort Washington Investment Advisors
Ohio
$2.24M +$919K +8,893 +70%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$2.22M
PPP
413
Private Portfolio Partners
New Jersey
$2.16M -$23.1K -223 -1%
DAS
414
Dynamic Advisor Solutions
Arizona
$2.16M +$389K +3,760 +22%
SCA
415
STALEY CAPITAL ADVISERS
Pennsylvania
$2.15M +$1.21M +11,673 +128%
TFO
416
Tarbox Family Office
California
$2.14M -$92K -890 -4%
VWA
417
V Wealth Advisors
Kansas
$2.13M +$70.5K +682 +3%
YWP
418
YorkBridge Wealth Partners
New York
$2.13M +$31.1K +301 +1%
RWMH
419
Riverpoint Wealth Management Holdings
Illinois
$2.11M +$26.7K +258 +1%
Cetera Investment Advisers
420
Cetera Investment Advisers
Illinois
$2.1M -$510K -4,934 -20%
GIM
421
Goelzer Investment Management
Indiana
$2.07M -$42.9K -415 -2%
I
422
IberiaBank
Louisiana
$2.06M +$174K +1,686 +9%
MC
423
Moors & Cabot
Massachusetts
$2.06M -$391K -3,788 -16%
SCM
424
Southport Capital Management
Tennessee
$2.05M -$15.6K -151 -0.8%
NEGWA
425
New England Guild Wealth Advisors
Connecticut
$2.04M +$708K +6,843 +53%