We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

857 hedge funds and large institutions have $9.77B invested in Vanguard Dividend Appreciation ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 313 increasing their positions, 312 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $6.47M

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

2% more funds holding

Funds holding: 842857 (+15)

1% more funds holding in top 10

Funds holding in top 10: 9596 (+1)

2% more capital invested

Capital invested by funds: $9.61B → $9.77B (+$155M)

0% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 312

302.78% less ownership

Funds ownership: 341.56%38.78% (-303%)

Holders
857
Holders Change
+15
Holders Change %
+1.78%
% of All Funds
19.62%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
2.2%
New
53
Increased
313
Reduced
312
Closed
33
Calls
$17.1M
Puts
$6.47M
Net Calls
+$10.6M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
626
Parsec Financial Management
North Carolina
$336K
CAM
627
Covenant Asset Management
New Jersey
$336K +$15.3K +150 +5%
SHIM
628
Stone House Investment Management
Pennsylvania
$335K -$14.2K -139 -4%
NSAM
629
North Star Asset Management
Wisconsin
$335K
BFA
630
Bragg Financial Advisors
North Carolina
$334K -$73.4K -720 -18%
AB
631
AT Bancorp
Iowa
$334K
HT
632
Heritage Trust
Oklahoma
$333K +$119K +1,169 +55%
AFG
633
Albion Financial Group
Utah
$332K -$15.4K -151 -4%
IAA
634
Ironsides Asset Advisors
North Carolina
$330K -$7.95M -77,975 -96%
CPSAC
635
Chas P. Smith & Associates (CPS)
Florida
$330K
MPI
636
Mairs & Power Inc
Minnesota
$326K
SMFS
637
Squar Milner Financial Services
California
$326K +$102 +1 +0%
IWP
638
Icon Wealth Partners
Texas
$325K
AOWM
639
Alpha Omega Wealth Management
Virginia
$324K +$204 +2 +0.1%
VNA
640
Valley National Advisers
Pennsylvania
$322K +$11.7K +115 +4%
OPA
641
Old Port Advisors
Maine
$321K +$322K +3,159 New
LPT
642
Legacy Private Trust
Wisconsin
$320K
WF
643
WealthTrust Fairport
Ohio
$320K +$110K +1,077 +52%
OSNBOA
644
Old Second National Bank of Aurora
Illinois
$319K -$10.2K -100 -3%
SG Americas Securities
645
SG Americas Securities
New York
$317K -$959K -9,406 -75%
CB
646
Cadence Bank
Mississippi
$317K -$59.2K -581 -16%
SFA
647
Sequoia Financial Advisors
Ohio
$315K -$9.89K -97 -3%
CANC
648
Culbertson A N & Co
Virginia
$310K
TSS
649
Two Sigma Securities
New York
$309K +$310K +3,041 New
SGAM
650
Steinberg Global Asset Management
Florida
$308K -$52.8K -518 -15%