VIG icon

Vanguard Dividend Appreciation ETF

1,023 hedge funds and large institutions have $12.7B invested in Vanguard Dividend Appreciation ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 360 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+38
Holders Change %
+3.86%
% of All Funds
22.18%
Holding in Top 10
124
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.59%
% of All Funds
2.69%
New
100
Increased
377
Reduced
360
Closed
48
Calls
$19.9M
Puts
$3.91M
Net Calls
+$16M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Shares
Change %
S
651
Surevest
California
$483K -$35.5K -324 -7%
ADL
652
Asset Dedication LLC
California
$482K +$95.2K +869 +25%
SSB
653
Sandy Spring Bank
Maryland
$481K -$11K -100 -2%
WF
654
Welch & Forbes
Massachusetts
$480K -$36.7K -335 -7%
ACM
655
AlphaStar Capital Management
North Carolina
$477K -$83.1K -758 -15%
VAS
656
Vestmark Advisory Solutions
Massachusetts
$477K +$477K +4,351 New
WKWM
657
Walter & Keenan Wealth Management
Indiana
$475K
FDCC
658
Foster Dykema Cabot & Co
Massachusetts
$472K
CB
659
Chemical Bank
Michigan
$466K -$264K -2,410 -36%
DBT
660
Dubuque Bank & Trust
Iowa
$466K +$5.05K +46 +1%
EFS
661
Essex Financial Services
Connecticut
$465K -$315K -2,877 -40%
IFWM
662
Institute for Wealth Management
Colorado
$464K +$464K +4,230 New
SP
663
Successful Portfolios
Florida
$463K -$4.39K -40 -0.9%
BIAS
664
Beacon Investment Advisory Services
New Jersey
$461K
FA
665
FCG Advisors
New Jersey
$461K +$7.68K +70 +2%
Chevy Chase Trust
666
Chevy Chase Trust
Maryland
$457K -$163K -1,434 -26%
AWP
667
Ascent Wealth Partners
New York
$456K -$160K -1,458 -26%
MIM
668
Macroview Investment Management
Maryland
$456K -$30.7K -280 -6%
BC
669
Brinker Capital
Pennsylvania
$447K -$1.86K -17 -0.4%
GP
670
Girard Partners
Pennsylvania
$445K -$71.2K -650 -14%
NCM
671
Novare Capital Management
North Carolina
$445K +$159K +1,450 +56%
VFA
672
Valeo Financial Advisors
Indiana
$441K -$52.3K -478 -11%
TFS
673
Thoroughbred Financial Services
Tennessee
$441K
SRC
674
Sage Rhino Capital
California
$441K +$441K +4,024 New
TF
675
TimeScale Financial
Massachusetts
$439K -$49.7K -453 -10%