VIG icon

Vanguard Dividend Appreciation ETF

1,159 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 427 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
-27
Holders Change %
-2.28%
% of All Funds
25.6%
Holding in Top 10
173
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.45%
% of All Funds
3.82%
New
92
Increased
473
Reduced
427
Closed
101
Calls
$26.1M
Puts
$12.5M
Net Calls
+$13.6M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
26
Zions Bancorporation
Utah
$101M +$10.3M +99,524 +11%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$98.3M +$12.2M +117,986 +14%
CG
28
Colony Group
Massachusetts
$95.3M +$74.8M +723,891 +366%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$90.7M -$1.6M -15,497 -2%
Brown Advisory
30
Brown Advisory
Maryland
$71.5M +$2.52M +24,397 +4%
SF
31
Synovus Financial
Georgia
$70.5M +$31.9M +307,306 +82%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$69M -$140K -1,358 -0.2%
JIC
33
Joel Isaacson & Co
New York
$68.1M +$2.06M +19,878 +3%
CMO
34
Covenant Multifamily Offices
Texas
$68M +$22.1M +213,289 +48%
GT
35
Glenmede Trust
Pennsylvania
$66.1M
Goldman Sachs
36
Goldman Sachs
New York
$60.7M -$12.3M -118,671 -17%
LNC
37
Lincoln National Corp
Pennsylvania
$59.4M -$558K -5,394 -0.9%
Stifel Financial
38
Stifel Financial
Missouri
$57M -$298K -2,881 -0.5%
SFO
39
Stokes Family Office
Louisiana
$56.3M +$2.58M +24,911 +5%
MML Investors Services
40
MML Investors Services
Massachusetts
$55.4M -$4.3M -41,575 -7%
Mariner
41
Mariner
Kansas
$53.9M +$6.12M +59,154 +13%
AL
42
Aspiriant LLC
California
$52.5M +$4.7M +45,490 +10%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$52.3M -$477K -4,615 -0.9%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$49.1M +$19.4M +187,400 +65%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$47.5M -$5.55M -55,929 -10%
PPA
46
Parametric Portfolio Associates
Washington
$44.7M +$42.1M +407,383 +1,626%
PCMC
47
Paragon Capital Management (Colorado)
Colorado
$43.9M -$370K -3,574 -0.8%
PAG
48
Private Advisor Group
New Jersey
$42.7M +$2.16M +20,865 +5%
RWP
49
RWA Wealth Partners
Massachusetts
$42.5M +$19.3M +186,323 +83%
RPGK
50
Retirement Planning Group (Kansas)
Kansas
$42M +$6.42M +62,118 +18%