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 %
BPC
701
Banque Pictet & Cie
Switzerland
$2.14M +$2.14M +14,114 New
KOMWMG
702
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.14M -$47.2K -311 -2%
SFA
703
Sequoia Financial Advisors
Ohio
$2.14M +$1.1M +7,253 +106%
FSA
704
Fort Sheridan Advisors
Illinois
$2.12M -$356K -2,346 -14%
GWP
705
Gateway Wealth Partners
Wisconsin
$2.11M +$2.11M +13,911 New
SPA
706
Sentinel Pension Advisors
Massachusetts
$2.1M +$32.5K +214 +2%
WKWM
707
Walter & Keenan Wealth Management
Indiana
$2.09M +$358K +2,357 +21%
FT
708
Fiduciary Trust
Massachusetts
$2.08M +$22.8K +150 +1%
MIM
709
Moseley Investment Management
Florida
$2.06M +$307K +2,023 +18%
AAP
710
Arax Advisory Partners
Colorado
$2.06M -$74.4K -490 -3%
BWM
711
Baystate Wealth Management
Massachusetts
$2.06M -$2.43K -16 -0.1%
MA
712
MKT Advisors
California
$2.06M -$39.5K -253 -2%
CHA
713
Carmichael Hill & Associates
Maryland
$2.05M -$5.62K -37 -0.3%
BCMLT
714
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.04M -$222K -1,459 -10%
BCP
715
Blue Chip Partners
Michigan
$2.04M +$55.3K +364 +3%
RMCM
716
Reynders McVeigh Capital Management
Massachusetts
$2.02M -$186K -1,222 -8%
9WM
717
9258 Wealth Management
Ohio
$2.02M -$152 -1 -0%
LA
718
LexAurum Advisors
Kansas
$2.02M +$14.9K +98 +0.7%
LRPA
719
L. Roy Papp & Associates
Arizona
$2.02M -$128K -845 -6%
TWM
720
Tradition Wealth Management
Minnesota
$2.01M -$455 -3 -0%
SAG
721
SageView Advisory Group
California
$2M +$2M +13,193 New
ACA
722
Atlas Capital Advisors
Wyoming
$2M -$15.2K -100 -0.8%
HIA
723
Harbor Investment Advisory
Maryland
$2M -$24.3K -160 -1%
VFPI
724
Vantage Financial Partners (Illinois)
Illinois
$2M +$74.4K +490 +4%
PFP
725
Pinnacle Financial Partners
Tennessee
$1.99M +$283K +1,861 +17%