VIG icon

Vanguard Dividend Appreciation ETF

2,043 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 691 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,043
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.71%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
691
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
MG
551
MilWealth Group
Wisconsin
$4.5M -$60.8K -333 -1%
KeyBank National Association
552
KeyBank National Association
Ohio
$4.44M +$189K +1,035 +4%
Kovitz Investment Group Partners
553
Kovitz Investment Group Partners
Illinois
$4.43M +$4.43M +24,136 New
SSWM
554
Sheets Smith Wealth Management
North Carolina
$4.41M -$3.22M -17,627 -42%
WAL
555
W Advisors LLC
Tennessee
$4.41M +$46.9K +257 +1%
LCS
556
Levin Capital Strategies
New York
$4.38M
SMG
557
Smart Money Group
Texas
$4.38M -$54.1K -285 -1%
FNBT
558
FineMark National Bank & Trust
Florida
$4.37M +$2.31M +12,669 +112%
MIM
559
Miller Investment Management
Pennsylvania
$4.35M
TC
560
TownSquare Capital
Utah
$4.34M +$505K +2,766 +13%
CSPIA
561
Cary Street Partners Investment Advisory
Virginia
$4.32M -$355K -1,946 -8%
FCAS
562
First Command Advisory Services
Texas
$4.32M -$299K -1,640 -6%
SIC
563
Salem Investment Counselors
North Carolina
$4.32M +$354K +1,932 +9%
NAMP
564
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.31M -$168K -920 -4%
BIM
565
Breakwater Investment Management
Washington
$4.24M +$168K +923 +4%
BEC
566
Blue Edge Capital
Virginia
$4.23M -$1.58M -8,637 -27%
TGCMU
567
Titan Global Capital Management USA
New York
$4.23M +$4.23M +23,147 New
SCI
568
S&CO Inc
Massachusetts
$4.21M -$228K -1,250 -5%
CFGS
569
Concourse Financial Group Securities
Alabama
$4.2M +$24K +131 +0.6%
FI
570
Financial Insights
Washington
$4.18M -$64.8K -355 -2%
GFPC
571
Global Financial Private Client
Florida
$4.15M -$35.6K -195 -0.9%
PSCM
572
Per Stirling Capital Management
Texas
$4.15M +$57.5K +315 +1%
IFS
573
Intelligent Financial Strategies
Minnesota
$4.15M -$5.5K -30 -0.1%
Millennium Management
574
Millennium Management
New York
$4.12M +$2.95M +16,153 +251%
FSA
575
Fort Sheridan Advisors
Illinois
$4.11M +$803K +4,397 +24%