VIG icon

Vanguard Dividend Appreciation ETF

580 hedge funds and large institutions have $7.62B invested in Vanguard Dividend Appreciation ETF in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 227 increasing their positions, 208 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
15.48%
Holding in Top 10
76
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.33%
% of All Funds
2.03%
New
50
Increased
227
Reduced
208
Closed
41
Calls
$21.2M
Puts
$3.77M
Net Calls
+$17.4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
451
Orgel Wealth Management
Wisconsin
$271K -$207K -2,556 -43%
NGA
452
Naples Global Advisors
Florida
$270K
BCP
453
Blue Chip Partners
Michigan
$269K +$9.09K +112 +3%
AIM
454
Aspen Investment Management
Michigan
$268K
PIM
455
Penobscot Investment Management
Massachusetts
$267K +$5.76K +71 +2%
Millennium Management
456
Millennium Management
New York
$267K +$267K +3,287 New
BHB
457
Bank Hapoalim BM
Israel
$264K -$6.5K -80 -2%
TCOO
458
Trust Company of Oklahoma
Oklahoma
$260K
LIA
459
LBMC Investment Advisors
Tennessee
$258K +$29.4K +363 +13%
Bank of Nova Scotia
460
Bank of Nova Scotia
Ontario, Canada
$257K
EAM
461
Evanson Asset Management
California
$255K -$89K -1,094 -26%
SC
462
Savant Capital
Illinois
$252K
HCM
463
Hengehold Capital Management
Ohio
$247K +$23.5K +290 +11%
SWM
464
SVA Wealth Management
Wisconsin
$243K +$15.9K +195 +7%
NFG
465
Nations Financial Group
Iowa
$243K +$243K +2,994 New
LA
466
LVW Advisors
New York
$241K
GLA
467
Great Lakes Advisors
Illinois
$239K -$24.5K -302 -9%
CIC
468
Cornercap Investment Counsel
Georgia
$238K
SCA
469
STALEY CAPITAL ADVISERS
Pennsylvania
$238K +$238K +2,928 New
Comerica Bank
470
Comerica Bank
Texas
$237K +$237K +2,891 New
CCM
471
Cribstone Capital Management
Maine
$233K -$2.12K -26 -0.9%
BG
472
Bahl & Gaynor
Ohio
$227K +$1.06K +13 +0.5%
HA
473
Harfst & Associates
Wyoming
$225K
SFM
474
Signature Financial Management
Virginia
$221K -$348K -4,285 -61%
PWLP
475
Prio Wealth Limited Partnership
Massachusetts
$221K -$16.2K -200 -7%