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 %
EFL
676
ERn Financial LLC
Wisconsin
$822K
WDL
677
Well Done LLC
Michigan
$820K -$78.9K -633 -9%
MCM
678
Maryland Capital Management
Maryland
$810K +$157K +1,264 +24%
First Manhattan
679
First Manhattan
New York
$804K -$125 -1 -0%
WB
680
WesBanco Bank
West Virginia
$804K +$17.5K +140 +2%
VDI
681
Vaughan David Investments
Illinois
$803K +$9.6K +77 +1%
RC
682
RegentAtlantic Capital
New Jersey
$799K +$23.3K +187 +3%
CFIA
683
Cantor Fitzgerald Investment Advisors
New York
$784K
KA
684
Klingman & Associates
New York
$780K -$497K -3,988 -39%
EHC
685
Everett Harris & Co
California
$778K
RZH
686
Relyea Zuckerberg Hanson
Connecticut
$778K +$778K +6,239 New
FIM
687
Frontier Investment Management
Texas
$776K -$11.2K -90 -1%
MFW
688
Mosaic Family Wealth
Missouri
$775K -$2.49K -20 -0.3%
SWP
689
Summit Wealth Partners
Florida
$775K +$775K +6,216 New
PCMC
690
Private Capital Management (Colorado)
Colorado
$772K
GTAM
691
Global Trust Asset Management
Florida
$772K +$332K +2,664 +76%
EP
692
Edgestream Partners
New Jersey
$761K +$761K +6,101 New
BFIM
693
Beese Fulmer Investment Management
Ohio
$759K +$35.5K +285 +5%
NB
694
Northwest Bancshares
Pennsylvania
$757K
ATFA
695
All Terrain Financial Advisors
Minnesota
$755K
GA
696
Greytown Advisors
Florida
$754K
PCM
697
Pennsylvania Capital Management
Pennsylvania
$751K +$751K +6,020 New
LBC
698
Lowe Brockenbrough & Co
Virginia
$749K
ACS
699
Archford Capital Strategies
Illinois
$747K -$88K -706 -11%
TCA
700
Transcend Capital Advisors
New Jersey
$743K +$743K +5,957 New