VIG icon

Vanguard Dividend Appreciation ETF

2,010 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,010
Holders Change
+196
Holders Change %
+10.8%
% of All Funds
29.46%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
274
Increased
783
Reduced
681
Closed
45
Calls
$135M
Puts
$66.8M
Net Calls
+$67.8M
Net Calls Change
-$699K
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
651
IHT Wealth Management
Illinois
$3.26M -$13.1K -77 -0.4%
BWM
652
Baron Wealth Management
Michigan
$3.25M +$168K +986 +5%
SFG
653
Seamount Financial Group
Colorado
$3.24M +$3.24M +19,022 New
JFG
654
JMG Financial Group
Illinois
$3.24M +$242K +1,421 +8%
JBA
655
Johnson Bixby & Associates
Washington
$3.23M -$270K -1,582 -8%
PJSIMP
656
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.21M -$1.14M -6,613 -26%
CIM
657
Corda Investment Management
Texas
$3.21M -$49.6K -291 -2%
TC
658
Trilogy Capital
California
$3.2M +$22.7K +133 +0.7%
PAMG
659
Patton Albertson Miller Group
Tennessee
$3.2M +$123K +719 +4%
EAM
660
Evanson Asset Management
California
$3.17M +$5.62K +33 +0.2%
CAM
661
CPA Asset Management
Florida
$3.16M -$155K -911 -5%
FMN
662
Financial Management Network
California
$3.15M -$286K -1,697 -8%
MIM
663
Moseley Investment Management
Florida
$3.14M +$216K +1,267 +7%
EFG
664
Embree Financial Group
Illinois
$3.13M +$3.13M +18,371 New
PFGIA
665
Patriot Financial Group Insurance Agency
Massachusetts
$3.13M +$57.7K +351 +2%
SQA
666
Simon Quick Advisors
New Jersey
$3.12M -$1.3M -7,640 -29%
NSB
667
Norway Savings Bank
Maine
$3.1M +$237K +1,390 +8%
MCCA
668
Mill Creek Capital Advisors
Pennsylvania
$3.1M +$170 +1 +0%
BJL
669
Brighton Jones LLC
Washington
$3.09M -$84.7K -497 -3%
CIC
670
Cutler Investment Counsel
Oregon
$3.09M +$170 +1 +0%
CB
671
Commerce Bank
Missouri
$3.08M -$132K -773 -4%
BBWP
672
Beacon Bridge Wealth Partners
Pennsylvania
$3.07M -$213K -1,252 -6%
PPP
673
Private Portfolio Partners
New Jersey
$3.03M +$18.7K +110 +0.6%
RWIA
674
Roger Wittlin Investment Advisory
California
$3.03M +$31K +182 +1%
SPC
675
Sigma Planning Corp
Michigan
$3M -$2.74M -16,097 -48%