VIG icon

Vanguard Dividend Appreciation ETF

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
451
Simon Quick Advisors
New Jersey
$4.04M +$50.5K +374 +1%
H
452
HoyleCohen
California
$4.04M +$16.9K +125 +0.4%
SSWG
453
Seven Springs Wealth Group
Tennessee
$4.03M -$22.7K -168 -0.6%
CS
454
Comerica Securities
Michigan
$4M -$107K -790 -3%
BRG
455
Bay Rivers Group
Virginia
$4M -$91.8K -679 -2%
PTC
456
Philadelphia Trust Company
Pennsylvania
$4M -$393K -2,905 -9%
MWA
457
Moser Wealth Advisors
Washington
$3.99M -$47.2K -349 -1%
SCA
458
STALEY CAPITAL ADVISERS
Pennsylvania
$3.99M +$14.6K +108 +0.4%
SW
459
SkyOak Wealth
Michigan
$3.98M -$121K -898 -3%
WFA
460
Wipfli Financial Advisors
Wisconsin
$3.95M +$1.65M +12,235 +72%
V
461
Veritable
Delaware
$3.94M +$155K +1,148 +4%
HWMG
462
Hurlow Wealth Management Group
Indiana
$3.94M +$179K +1,325 +5%
GWANC
463
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.94M -$43.2K -320 -1%
CFA
464
CWS Financial Advisors
Michigan
$3.94M +$1.32M +9,754 +50%
JIC
465
JRM Investment Counsel
Nebraska
$3.92M -$11.5M -84,985 -75%
TF
466
TIAA FSB
Florida
$3.92M -$239K -1,772 -6%
CIA
467
Choate Investment Advisors
Massachusetts
$3.89M +$726K +5,374 +23%
FWIA
468
Fort Washington Investment Advisors
Ohio
$3.88M +$272K +2,012 +8%
WPWM
469
Western Pacific Wealth Management
Illinois
$3.88M +$371K +2,744 +11%
JMFC
470
J.M. Forbes & Co
Massachusetts
$3.87M -$2.55M -18,881 -40%
MW
471
Marcum Wealth
Ohio
$3.87M +$879K +6,503 +29%
SW
472
StrongBox Wealth
Missouri
$3.85M +$1.65M +12,172 +75%
USAA
473
United Services Automobile Association
Texas
$3.83M -$9.55M -70,639 -71%
FHA
474
First Horizon Advisors
Tennessee
$3.79M +$38.9K +288 +1%
HT
475
Heritage Trust
Oklahoma
$3.78M -$60K -444 -2%