VIG icon

Vanguard Dividend Appreciation ETF

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
776
Curated Wealth Partners
California
$1.38M +$110K +815 +9%
EWM
777
Evercore Wealth Management
New York
$1.38M
IF
778
IRON Financial
Illinois
$1.37M +$13.7K +101 +1%
RIA
779
RPG Investment Advisory
California
$1.37M +$25.1K +186 +2%
FA
780
FC Advisory
Pennsylvania
$1.37M +$228K +1,689 +20%
AWM
781
Avior Wealth Management
Nebraska
$1.36M -$253K -1,872 -16%
PA
782
Prism Advisors
California
$1.36M +$1.36M +10,055 New
WCFA
783
Walkner Condon Financial Advisors
Wisconsin
$1.36M -$109K -807 -7%
DSC
784
Duncker Streett & Co
Missouri
$1.35M -$10.3K -76 -0.8%
VFIC
785
Valley Forge Investment Consultants
Pennsylvania
$1.35M +$2.84K +21 +0.2%
AWM
786
Accel Wealth Management
Iowa
$1.34M +$21.5K +151 +2%
GIA
787
Gladstone Institutional Advisory
Florida
$1.34M -$61.4K -454 -4%
MAA
788
Mraz Amerine & Associates
California
$1.33M -$3.78K -28 -0.3%
WAM
789
Weinberger Asset Management
California
$1.33M +$679K +5,023 +105%
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.33M -$70.8K -499 -5%
FNT
791
First National Trust
Pennsylvania
$1.33M -$18.2K -135 -1%
AWA
792
ARQ Wealth Advisors
Arizona
$1.32M -$30.8K -228 -2%
MAS
793
Madden Advisory Services
Florida
$1.31M +$46.6K +345 +4%
BBHC
794
Brown Brothers Harriman & Co
New York
$1.31M +$505K +3,740 +63%
SIG
795
Spinnaker Investment Group
California
$1.3M +$915K +6,745 +238%
SC
796
Sepio Capital
Utah
$1.3M +$1.08K +8 +0.1%
VCM
797
Versant Capital Management
Arizona
$1.3M
PFA
798
Pettinga Financial Advisors
Indiana
$1.3M -$164K -1,210 -11%
CWS
799
Cypress Wealth Services
California
$1.28M +$528K +3,848 +70%
WB
800
West Bancorporation
Iowa
$1.28M +$545K +4,035 +74%