VIG icon

Vanguard Dividend Appreciation ETF

1,186 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+133
Holders Change %
+12.63%
% of All Funds
23.42%
Holding in Top 10
161
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+14.18%
% of All Funds
3.18%
New
197
Increased
499
Reduced
300
Closed
48
Calls
$27.2M
Puts
$16M
Net Calls
+$11.2M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
626
Windsor Wealth Management
Indiana
$1M +$4.24K +34 +0.4%
GEA
627
Glen Eagle Advisors
New Jersey
$1M +$183K +1,471 +22%
AFM
628
Abbot Financial Management
Massachusetts
$994K +$3.12K +25 +0.3%
EA
629
Evergreen Advisors
Tennessee
$988K -$9.73K -78 -1%
MI
630
Mercer Investments
Massachusetts
$983K +$192K +1,540 +24%
WIA
631
Wealthstreet Investment Advisors
Texas
$971K -$212K -1,700 -18%
EP
632
Eudaimonia Partners
Tennessee
$969K +$969K +7,772 New
AWS
633
AJ Wealth Strategies
New York
$963K
MA
634
MONECO Advisors
Connecticut
$963K +$432K +3,358 +81%
MCM
635
Maxim Capital Management
California
$957K +$34.5K +352 +4%
CHJWM
636
Carlton Hofferkamp & Jenks Wealth Management
Texas
$947K +$947K +7,486 New
CPA
637
Clear Perspective Advisors
Illinois
$945K -$960K -7,704 -50%
BW
638
Bison Wealth
Georgia
$945K +$179K +1,435 +23%
ACP
639
Arcus Capital Partners
Georgia
$941K +$3.12K +25 +0.3%
SMG
640
Spectrum Management Group
Indiana
$938K
NCM
641
Novare Capital Management
North Carolina
$932K +$381K +3,060 +69%
MIAS
642
Mason Investment Advisory Services
Virginia
$932K
MA
643
MUFG Americas
New York
$928K +$43.4K +348 +5%
BOS
644
Bingham Osborn & Scarborough
California
$927K +$374 +3 +0%
SHGA
645
Sand Hill Global Advisors
California
$922K +$42.8K +343 +5%
MPW
646
Monterey Private Wealth
California
$918K +$918K +7,364 New
AWM
647
Atticus Wealth Management
Florida
$917K +$917K +7,354 New
QWM
648
Quaker Wealth Management
New Jersey
$916K +$916K +7,348 New
LCAM
649
London & Capital Asset Management
United Kingdom
$914K
CGL
650
Clarius Group LLC
Washington
$913K