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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$60.1M +$1.56M +16,720 +3%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$57.1M -$136K -1,455 -0.2%
CFA
28
Capstone Financial Advisors
Illinois
$57M -$781K -8,376 -1%
GT
29
Glenmede Trust
Pennsylvania
$56.3M -$2.3M -24,599 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$52.5M +$4.92M +52,693 +11%
Goldman Sachs
31
Goldman Sachs
New York
$47.5M +$657K +7,037 +1%
RJA
32
Raymond James & Associates
Florida
$47.4M +$1.7M +18,209 +4%
PCMC
33
Paragon Capital Management (Colorado)
Colorado
$47.3M +$689K +7,390 +2%
DT
34
Diversified Trust
Tennessee
$46.4M -$5.28M -56,557 -10%
JIC
35
Joel Isaacson & Co
New York
$44.6M -$938K -10,056 -2%
LNC
36
Lincoln National Corp
Pennsylvania
$44M +$2.26M +24,173 +5%
PA
37
Planning Alternatives
Michigan
$43.3M -$108K -1,155 -0.3%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$42.9M -$508K -5,440 -1%
AL
39
Aspiriant LLC
California
$40.8M -$162K -1,734 -0.4%
BCI
40
Brinker Capital Investments
Pennsylvania
$40.2M -$2.09M -22,432 -5%
SFSG
41
Stearns Financial Services Group
North Carolina
$36.2M -$1.48M -15,845 -4%
VM
42
VPR Management
Texas
$36M
RPGK
43
Retirement Planning Group (Kansas)
Kansas
$34.2M +$1.34M +14,369 +4%
JFA
44
JNBA Financial Advisors
Minnesota
$33.7M +$4.7M +50,330 +16%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$33.2M +$10.2M +109,453 +50%
Mariner
46
Mariner
Kansas
$29.9M +$1.13M +12,156 +4%
ZB
47
Zions Bancorporation
Utah
$28.7M -$1.22M -13,127 -4%
BO
48
BRR OpCo
Ohio
$28.3M -$559K -5,987 -2%
AG
49
Advisor Group
Arizona
$27.7M +$2.11M +22,606 +8%
SFS
50
Strategic Financial Services
New York
$27.5M +$239K +2,564 +0.9%