VIG icon

Vanguard Dividend Appreciation ETF

2,010 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,010
Holders Change
+196
Holders Change %
+10.8%
% of All Funds
29.46%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
274
Increased
783
Reduced
681
Closed
45
Calls
$135M
Puts
$66.8M
Net Calls
+$67.8M
Net Calls Change
-$699K
Name Holding Trade Value Shares
Change
Shares
Change %
ZF
776
Zhang Financial
Michigan
$2.21M +$341 +2 +0%
OLA
777
Oliver Luxxe Assets
New Jersey
$2.21M +$9.88K +58 +0.5%
LSA
778
Lion Street Advisors
Texas
$2.19M +$852 +5 +0%
BCM
779
Becker Capital Management
Oregon
$2.19M -$35.8K -210 -2%
AWM
780
Accel Wealth Management
Iowa
$2.18M +$9.37K +55 +0.4%
PIA
781
Perennial Investment Advisors
California
$2.18M +$100K +589 +5%
CastleKeep Investment Advisors
782
CastleKeep Investment Advisors
Connecticut
$2.17M +$2.17M +12,718 New
HP
783
Holistic Planning
Texas
$2.17M +$2.17M +12,711 New
MA
784
MKT Advisors
California
$2.16M -$8.42K -50 -0.4%
USCWA
785
U.S. Capital Wealth Advisors
Texas
$2.16M -$540K -3,170 -20%
CSC
786
Caldwell Sutter Capital
California
$2.16M +$126K +739 +6%
MFG
787
Merit Financial Group
Georgia
$2.15M +$378K +2,219 +21%
WBCM
788
Wilson & Boucher Capital Management
California
$2.15M +$1.36K +8 +0.1%
RW
789
RVW Wealth
California
$2.14M -$211K -1,236 -9%
JPLA
790
Joseph P. Lucia & Associates
New York
$2.14M -$72.4K -425 -3%
RMCM
791
Reynders McVeigh Capital Management
Massachusetts
$2.13M +$10.2K +60 +0.5%
DW
792
Durante & Waters
New York
$2.12M +$2.12M +12,456 New
FNT
793
First National Trust
Pennsylvania
$2.12M +$290K +1,699 +16%
FCI
794
Financial Counselors Inc
Kansas
$2.11M +$34.6K +203 +2%
9WM
795
9258 Wealth Management
Ohio
$2.11M -$11.9K -70 -0.6%
CCFM
796
Clear Creek Financial Management
Washington
$2.1M +$1.23M +7,244 +142%
BB
797
Busey Bank
Illinois
$2.1M -$2.05K -12 -0.1%
RGC
798
Roberts, Glore & Co
Illinois
$2.1M -$1.7K -10 -0.1%
RRA
799
Round Rock Advisors
Connecticut
$2.09M +$17K +100 +0.8%
PCP
800
Proficio Capital Partners
Massachusetts
$2.08M +$15.3K +90 +0.7%