We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

857 hedge funds and large institutions have $9.77B invested in Vanguard Dividend Appreciation ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 313 increasing their positions, 312 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $6.47M

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

2% more funds holding

Funds holding: 842857 (+15)

1% more funds holding in top 10

Funds holding in top 10: 9596 (+1)

2% more capital invested

Capital invested by funds: $9.61B → $9.77B (+$155M)

0% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 312

302.78% less ownership

Funds ownership: 341.56%38.78% (-303%)

Holders
857
Holders Change
+15
Holders Change %
+1.78%
% of All Funds
19.62%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
2.2%
New
53
Increased
313
Reduced
312
Closed
33
Calls
$17.1M
Puts
$6.47M
Net Calls
+$10.6M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
51
Cabana LLC
Arkansas
$30.8M +$8.93M +87,623 +41%
BTS
52
BB&T Securities
Virginia
$29.8M +$2.02M +19,829 +7%
DT
53
Diversified Trust
Tennessee
$29.2M -$8.5M -83,402 -23%
Citigroup
54
Citigroup
New York
$28.5M +$39.3K +386 +0.1%
BP
55
Ballentine Partners
Massachusetts
$27.4M -$677K -6,644 -2%
BO
56
BRR OpCo
Ohio
$27.2M -$584K -5,732 -2%
EGA
57
E&G Advisors
Texas
$26.6M -$74.7K -733 -0.3%
M&T Bank
58
M&T Bank
New York
$26M -$927K -9,094 -3%
FIA
59
Foundations Investment Advisors
Arizona
$25.6M +$25.6M +251,632 New
Creative Planning
60
Creative Planning
Kansas
$25.5M -$524K -5,145 -2%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$24.2M +$289K +2,831 +1%
Stifel Financial
62
Stifel Financial
Missouri
$23.3M +$776K +7,611 +3%
BCI
63
Brinker Capital Investments
Pennsylvania
$21.8M -$21.4M -210,378 -50%
PA
64
Paracle Advisors
Washington
$17M +$146K +1,436 +0.9%
USAA
65
United Services Automobile Association
Texas
$16.4M
SB
66
Suntrust Banks
Georgia
$16.1M -$1.06M -10,413 -6%
SI
67
Stephens Inc
Arkansas
$15.8M +$594K +5,826 +4%
VWM
68
Venturi Wealth Management
Texas
$15.6M +$14.6M +143,015 +4,898%
CL
69
CPWM LLC
Washington
$15.4M +$408 +4 +0%
CFA
70
Carroll Financial Associates
North Carolina
$15.2M +$397K +3,890 +3%
AA
71
Ancora Advisors
Ohio
$15M +$25.7K +252 +0.2%
NHC
72
Nicholas Hoffman & Company
Georgia
$14.7M +$1.59M +15,556 +12%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$14.1M +$832K +8,162 +6%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$14.1M -$194K -1,901 -1%
DWM
75
Doyle Wealth Management
Florida
$14.1M +$170K +1,669 +1%