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 %
SIC
626
Salem Investment Counselors
North Carolina
$2.78M +$280K +1,846 +11%
PFGIA
627
Patriot Financial Group Insurance Agency
Massachusetts
$2.77M -$254K -1,732 -8%
NFG
628
Nations Financial Group
Iowa
$2.77M +$21K +138 +0.8%
MCCA
629
Mill Creek Capital Advisors
Pennsylvania
$2.76M +$2.76M +18,184 New
LNWWM
630
Laird Norton Wetherby Wealth Management
California
$2.74M +$56K +369 +2%
PAMG
631
Patton Albertson Miller Group
Tennessee
$2.73M +$79.7K +525 +3%
PPP
632
Private Portfolio Partners
New Jersey
$2.72M -$51K -336 -2%
Lido Advisors
633
Lido Advisors
California
$2.72M +$32.6K +215 +1%
SCA
634
St. Clair Advisors
Ohio
$2.68M +$911 +6 +0%
JFG
635
JMG Financial Group
Illinois
$2.67M -$16.6K -109 -0.6%
NRI
636
NFP Retirement Inc
California
$2.64M +$7.44K +49 +0.3%
KJWM
637
Kiley Juergens Wealth Management
Washington
$2.62M +$201K +1,321 +8%
CIC
638
Cutler Investment Counsel
Oregon
$2.62M +$106K +701 +4%
PWM
639
Perigon Wealth Management
California
$2.61M +$161K +1,061 +7%
VBWMG
640
Von Berge Wealth Management Group
California
$2.61M +$281K +1,809 +12%
MSA
641
Marino Stram & Associates
Massachusetts
$2.6M +$62.7K +413 +2%
TFA
642
Transamerica Financial Advisors
Florida
$2.59M -$80.5K -530 -3%
IWC
643
Integrated Wealth Concepts
Massachusetts
$2.59M -$448K -2,953 -15%
OCG
644
Opus Capital Group
Ohio
$2.59M -$5.47K -36 -0.2%
CM
645
Cornerstone Management
Georgia
$2.57M -$76.2K -502 -3%
LSPW
646
Lake Street Private Wealth
Illinois
$2.57M +$88.7K +584 +4%
KIA
647
KCM Investment Advisors
California
$2.56M -$146K -961 -5%
TFA
648
Tobias Financial Advisors
Florida
$2.55M -$2.43K -16 -0.1%
AAS
649
Asset Allocation Strategies
Michigan
$2.54M +$2.54M +16,712 New
SRWM
650
Shira Ridge Wealth Management
California
$2.54M +$2.54M +16,728 New