VIG icon

Vanguard Dividend Appreciation ETF

348 hedge funds and large institutions have $4.57B invested in Vanguard Dividend Appreciation ETF in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 90 reducing their positions, and 16 closing their positions.

Holders
348
Holders Change
+30
Holders Change %
+9.43%
% of All Funds
11.29%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
2.08%
New
46
Increased
167
Reduced
90
Closed
16
Calls
$5.01M
Puts
$2.73M
Net Calls
+$2.28M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IFA
51
Interactive Financial Advisors
Illinois
$14.9M -$293K -4,204 -2%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$14.7M +$140K +2,009 +1%
KFS
53
KMS Financial Services
Washington
$13.7M +$837K +12,024 +7%
FDCC
54
Foster Dykema Cabot & Co
Massachusetts
$13.6M +$13.6M +194,976 New
HCM
55
HM Capital Management
Missouri
$13.4M +$3.83K +55 +0%
NFG
56
Nadler Financial Group
Illinois
$13.2M +$112K +1,607 +0.9%
WP
57
WMS Partners
Maryland
$13M +$205K +2,944 +2%
DMS
58
Discretionary Management Services
Kansas
$12.9M +$299K +4,296 +2%
Vanguard Group
59
Vanguard Group
Pennsylvania
$12.5M +$12.5M +179,666 New
AAS
60
Annex Advisory Services
Wisconsin
$12.5M +$126K +1,806 +1%
RPGK
61
Retirement Planning Group (Kansas)
Kansas
$11.9M +$8.69M +124,864 +268%
WCWM
62
Wooster Corthell Wealth Management
Connecticut
$11.9M +$126K +1,811 +1%
USAA
63
United Services Automobile Association
Texas
$11.9M -$69.6M -1,000,005 -85%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$11.5M +$4.87M +69,918 +73%
TCM
65
TD Capital Management
Tennessee
$11.5M +$53.2K +765 +0.5%
OC
66
Oppenheimer & Co
New York
$11.4M +$191K +2,748 +2%
JWM
67
Jacobus Wealth Management
Wisconsin
$11M +$586K +8,413 +6%
WIC
68
Woodmont Investment Counsel
Tennessee
$10.5M -$19.1K -275 -0.2%
MWM
69
Modera Wealth Management
New Jersey
$10.5M -$156K -2,246 -1%
WBG
70
Wharton Business Group
Pennsylvania
$10.5M -$314K -4,510 -3%
FMII
71
Farmers & Merchants Investments Inc
Nebraska
$10.4M +$183K +2,624 +2%
NEPWA
72
New England Private Wealth Advisors
Massachusetts
$10.2M +$1.1M +15,790 +12%
RJA
73
Raymond James & Associates
Florida
$9.97M -$45K -646 -0.4%
BPBT
74
Boston Private Bank & Trust
Massachusetts
$9.65M -$310K -4,452 -3%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$9.17M +$9.17M +131,698 New