VIG icon

Vanguard Dividend Appreciation ETF

1,785 hedge funds and large institutions have $64.4B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 686 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
28.8%
Holding in Top 10
265
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+13.73%
% of All Funds
4.28%
New
243
Increased
686
Reduced
594
Closed
54
Calls
$210M
Puts
$60.5M
Net Calls
+$150M
Net Calls Change
+$7.94M
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
551
D.J. St. Germain
Massachusetts
$3.44M +$1.68M +22,593 +96%
TF
552
Theory Financial
Colorado
$3.44M +$3.44M +22,623 New
C1AG
553
Client 1st Advisory Group
Florida
$3.43M -$24.4K -161 -0.7%
TFGT
554
TS Financial Group (TSFG)
Illinois
$3.42M -$45.3K -298 -1%
PWMG
555
Pinnacle Wealth Management Group
Michigan
$3.41M -$62K -408 -2%
LHEI
556
Leo H. Evart Inc
California
$3.41M -$1.82K -12 -0.1%
FGG
557
Financial Guidance Group
Florida
$3.41M -$143K -945 -4%
MWM
558
Meridian Wealth Management
Kentucky
$3.39M -$120K -790 -3%
IWM
559
IHT Wealth Management
Illinois
$3.39M -$491K -3,235 -13%
FWM
560
Fairhaven Wealth Management
Illinois
$3.38M -$5.47K -36 -0.2%
AIFAIM
561
American Institute for Advanced Investment Management
Arizona
$3.38M -$87.9K -579 -3%
CAM
562
CPA Asset Management
Florida
$3.38M +$3.38M +22,247 New
VWM
563
Venturi Wealth Management
Texas
$3.37M -$70.9M -466,966 -95%
JBA
564
Johnson Bixby & Associates
Washington
$3.36M -$187K -1,229 -5%
FWM
565
Forza Wealth Management
Florida
$3.35M +$3.35M +22,051 New
PCA
566
Personal Capital Advisors
California
$3.34M +$65.1K +429 +2%
TA
567
TrueWealth Advisors
Alabama
$3.34M -$76.4K -503 -2%
BF
568
BOK Financial
Oklahoma
$3.32M +$147K +966 +5%
AI
569
Atria Investments
North Carolina
$3.31M -$901K -5,935 -21%
LEFP
570
Leading Edge Financial Planning
Tennessee
$3.31M +$3.31M +21,814 New
TVWM
571
Tower View Wealth Management
Wisconsin
$3.3M +$7.29K +48 +0.2%
GLA
572
Good Life Advisors
Pennsylvania
$3.3M +$61.8K +407 +2%
BAM
573
BOS Asset Management
Illinois
$3.28M +$3.28M +21,576 New
BIA
574
Bell Investment Advisors
California
$3.27M -$110K -723 -3%
BNP Paribas Financial Markets
575
BNP Paribas Financial Markets
France
$3.26M +$767K +5,050 +31%