VIG icon

Vanguard Dividend Appreciation ETF

1,196 hedge funds and large institutions have $17.9B invested in Vanguard Dividend Appreciation ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
24.58%
Holding in Top 10
175
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.16%
% of All Funds
3.6%
New
104
Increased
466
Reduced
441
Closed
56
Calls
$39.1M
Puts
$41.8M
Net Calls
-$2.73M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TVWM
451
Tower View Wealth Management
Wisconsin
$2.39M +$946K +8,076 +65%
DI
452
DAGCO Inc
Ohio
$2.39M +$1.16M +9,858 +94%
RWMH
453
Riverpoint Wealth Management Holdings
Illinois
$2.39M
PPP
454
Private Portfolio Partners
New Jersey
$2.38M -$65K -555 -3%
RCA
455
Reitz Capital Advisors
Michigan
$2.38M +$657K +5,604 +38%
RBFC
456
Roman Butler Fullerton & Co
Missouri
$2.38M +$244K +2,078 +11%
LWS
457
Lucia Wealth Services
California
$2.38M +$168K +1,434 +8%
ASN
458
Advisory Services Network
Georgia
$2.37M +$362K +3,092 +18%
PA
459
Pinnacle Associates
New York
$2.37M +$263K +2,246 +12%
SCM
460
Southport Capital Management
Tennessee
$2.34M +$17.6K +150 +0.8%
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.34M +$587K +5,007 +34%
FANJ
462
Financial Architects (New Jersey)
New Jersey
$2.33M +$2.19M +18,711 +1,559%
TFO
463
Tarbox Family Office
California
$2.32M -$103K -875 -4%
NAS
464
Nicolet Advisory Services
Wisconsin
$2.29M -$262K -2,232 -10%
MW
465
Marcum Wealth
Ohio
$2.29M -$4.51M -38,474 -66%
EFS
466
Essex Financial Services
Connecticut
$2.28M +$1.31M +11,157 +134%
YWP
467
YorkBridge Wealth Partners
New York
$2.26M -$154K -1,316 -6%
CAG
468
Csenge Advisory Group
Florida
$2.26M +$2.26M +19,281 New
CIM
469
Corda Investment Management
Texas
$2.22M +$268K +2,288 +14%
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$2.22M
LW
471
Linscomb Wealth
Texas
$2.21M -$2.17M -18,503 -49%
Deutsche Bank
472
Deutsche Bank
Germany
$2.21M +$1.96M +16,754 +779%
CM
473
Cornerstone Management
Georgia
$2.19M +$227K +1,941 +12%
WAP
474
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$434K +3,707 +25%
IWC
475
Integrated Wealth Concepts
Massachusetts
$2.17M +$19.2K +164 +0.9%