We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

911 hedge funds and large institutions have $11.2B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 300 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 25

157% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $7.69M

17% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 300

15% more capital invested

Capital invested by funds: $9.77B → $11.2B (+$1.44B)

6% more funds holding

Funds holding: 857911 (+54)

3% more funds holding in top 10

Funds holding in top 10: 9699 (+3)

0.68% more ownership

Funds ownership: 38.78%39.46% (+0.68%)

Holders
911
Holders Change
+54
Holders Change %
+6.3%
% of All Funds
20.83%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.26%
New
83
Increased
350
Reduced
300
Closed
25
Calls
$19.8M
Puts
$7.69M
Net Calls
+$12.1M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
426
Bingham Osborn & Scarborough
California
$1.02M +$55.6K +517 +6%
FT
427
Fiduciary Trust
Massachusetts
$1.02M +$103K +958 +12%
KA
428
Klingman & Associates
New York
$1.01M +$1.5K +14 +0.2%
GWCM
429
Godshalk Welsh Capital Management
Pennsylvania
$1M -$38.8K -361 -4%
RFC
430
Regions Financial Corp
Alabama
$999K +$64.5K +600 +7%
SCA
431
STALEY CAPITAL ADVISERS
Pennsylvania
$989K +$22K +205 +2%
KP
432
Keel Point
Alabama
$983K -$51.7K -481 -5%
WA
433
WealthTrust-Arizona
Arizona
$982K +$143K +1,327 +18%
CHA
434
Cooper/Haims Advisors
New York
$975K
ACS
435
Archford Capital Strategies
Illinois
$973K -$170K -1,583 -15%
RA
436
RFG Advisory
Alabama
$971K +$32.8K +305 +4%
BL
437
BFSG LLC
California
$969K +$3.44K +32 +0.4%
ACP
438
Aviance Capital Partners
Florida
$969K +$74.6K +694 +9%
DE
439
Day & Ennis
Georgia
$953K +$66.9K +622 +8%
BA
440
Boston Advisors
Massachusetts
$949K -$41.4K -385 -4%
RI
441
Ridgewood Investments
New Jersey
$949K +$322 +3 +0%
FI
442
FormulaFolio Investments
Michigan
$945K +$139K +1,296 +18%
KJWM
443
Kiley Juergens Wealth Management
Washington
$944K +$143K +1,329 +18%
CWM
444
Cranbrook Wealth Management
Michigan
$934K +$4.08K +38 +0.5%
AF
445
Affiance Financial
Minnesota
$931K
NSIM
446
North Star Investment Management
Illinois
$927K +$180K +1,675 +25%
WCF
447
West Coast Financial
California
$927K +$900K +8,374 New
SCG
448
Sonata Capital Group
Washington
$921K +$21.5K +200 +2%
KIA
449
KCM Investment Advisors
California
$919K +$5.59K +52 +0.6%
AWM
450
Altavista Wealth Management
North Carolina
$917K +$44.7K +416 +5%