VIG icon

Vanguard Dividend Appreciation ETF

841 hedge funds and large institutions have $9.75B invested in Vanguard Dividend Appreciation ETF in 2017 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 303 increasing their positions, 255 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+124
Holders Change %
+17.29%
% of All Funds
19.1%
Holding in Top 10
96
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.08%
% of All Funds
2.18%
New
164
Increased
303
Reduced
255
Closed
32
Calls
$7.94M
Puts
$5.33M
Net Calls
+$2.6M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Shares
Change %
SEIA
576
Signature Estate & Investment Advisors
California
$420K -$24.9K -244 -6%
MWM
577
Merriman Wealth Management
Washington
$419K -$34.7K -340 -8%
IAM
578
Integre Asset Management
New York
$416K -$111K -1,092 -21%
CCM
579
Coe Capital Management
Illinois
$414K
TSWM
580
Triangle Securities Wealth Management
North Carolina
$413K -$3.57K -35 -0.9%
PP
581
PrairieView Partners
Minnesota
$412K +$412K +4,037 New
SCA
582
STALEY CAPITAL ADVISERS
Pennsylvania
$410K -$20.4K -200 -5%
SMC
583
Smith, Moore & Co
Missouri
$408K +$119K +1,172 +41%
FWM
584
Focused Wealth Management
New York
$406K -$28.8K -282 -7%
AWS
585
AJ Wealth Strategies
New York
$405K +$175K +1,713 +76%
PP
586
Patten & Patten
Tennessee
$400K
BCM
587
Boltwood Capital Management
California
$399K
CT
588
Cambridge Trust
Massachusetts
$396K +$396K +3,886 New
IWM
589
IHT Wealth Management
Illinois
$395K +$287K +2,749 +264%
TIM
590
Tortoise Investment Management
New York
$394K
OWM
591
Orgel Wealth Management
Wisconsin
$391K
DY
592
Dowling & Yahnke
California
$382K
Truist Financial
593
Truist Financial
North Carolina
$382K +$382K +3,744 New
QCMC
594
Quantum Capital Management (California)
California
$377K -$4.39K -43 -1%
LPT
595
Legacy Private Trust
Wisconsin
$376K +$5.61K +55 +2%
MWP
596
MYCIO Wealth Partners
Pennsylvania
$371K +$57.7K +565 +18%
RC
597
RegentAtlantic Capital
New Jersey
$370K -$17.1K -168 -4%
AB
598
AT Bancorp
Iowa
$370K +$84.4K +828 +30%
VWM
599
Venturi Wealth Management
Texas
$369K +$369K +3,620 New
GTAM
600
Global Trust Asset Management
Florida
$363K +$363K +3,566 New