We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

718 hedge funds and large institutions have $8.79B invested in Vanguard Dividend Appreciation ETF in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 296 increasing their positions, 246 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $4.89M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

20% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 246

1% more funds holding

Funds holding: 710718 (+8)

2% more capital invested

Capital invested by funds: $8.58B → $8.79B (+$211M)

0.36% less ownership

Funds ownership: 35.17%34.81% (-0.36%)

3% less funds holding in top 10

Funds holding in top 10: 8078 (-2)

Holders
718
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
17.9%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.94%
New
42
Increased
296
Reduced
246
Closed
32
Calls
$13.7M
Puts
$4.89M
Net Calls
+$8.79M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
426
Clear Perspective Advisors
Illinois
$634K
BW
427
Bison Wealth
Georgia
$630K -$20.2K -216 -3%
AAS
428
Annex Advisory Services
Wisconsin
$628K -$77K -825 -11%
MWM
429
Meridian Wealth Management
Kentucky
$622K +$65.7K +704 +12%
HCM
430
HMS Capital Management
Tennessee
$619K +$282K +3,025 +86%
GHA
431
GW Henssler & Associates
Georgia
$603K -$8.96K -96 -1%
PCM
432
Parsons Capital Management
Rhode Island
$600K +$9.8K +105 +2%
CFD
433
Creative Financial Designs
Indiana
$597K +$23.1K +248 +4%
CFIA
434
Cantor Fitzgerald Investment Advisors
New York
$596K
SEI Investments
435
SEI Investments
Pennsylvania
$589K +$242K +2,594 +72%
NSIM
436
North Star Investment Management
Illinois
$588K
BCM
437
Bienville Capital Management
New York
$584K -$114K -1,221 -17%
RMCM
438
Reynders McVeigh Capital Management
Massachusetts
$581K -$16.3K -175 -3%
AIP
439
Almanack Investment Partners
Pennsylvania
$577K +$125K +1,343 +28%
BJL
440
Brighton Jones LLC
Washington
$570K +$16.9K +181 +3%
EAM
441
Evanson Asset Management
California
$564K +$746 +8 +0.1%
LW
442
Linscomb Wealth
Texas
$561K -$43.4K -465 -7%
WPA
443
West Paces Advisors
Georgia
$555K
SHIM
444
Stone House Investment Management
Pennsylvania
$553K -$39.3K -421 -7%
DHFB
445
Dixon Hubard Feinour & Brown
Virginia
$553K -$4.67K -50 -0.9%
GAM
446
Gould Asset Management
California
$553K +$304K +3,262 +127%
EWA
447
Exencial Wealth Advisors
Oklahoma
$551K -$9.52K -102 -2%
MWPCG
448
Measured Wealth Private Client Group
New Hampshire
$551K +$543K +5,815 New
FG
449
Fiduciary Group
Georgia
$545K +$12.5K +134 +2%
SCM
450
Sterneck Capital Management
Missouri
$543K +$9.33K +100 +2%