We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

718 hedge funds and large institutions have $8.79B invested in Vanguard Dividend Appreciation ETF in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 296 increasing their positions, 246 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $4.89M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

20% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 246

1% more funds holding

Funds holding: 710718 (+8)

2% more capital invested

Capital invested by funds: $8.58B → $8.79B (+$211M)

0.36% less ownership

Funds ownership: 35.17%34.81% (-0.36%)

3% less funds holding in top 10

Funds holding in top 10: 8078 (-2)

Holders
718
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
17.9%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.94%
New
42
Increased
296
Reduced
246
Closed
32
Calls
$13.7M
Puts
$4.89M
Net Calls
+$8.79M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
76
Jacobus Wealth Management
Wisconsin
$13.6M -$269K -2,885 -2%
WP
77
WMS Partners
Maryland
$13.4M -$375K -4,023 -3%
SB
78
Suntrust Banks
Georgia
$13.3M +$1.5M +16,086 +13%
GC
79
Gibson Capital
Pennsylvania
$13.3M
CFA
80
Carroll Financial Associates
North Carolina
$13.2M +$300K +3,219 +2%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$13.2M +$245K +2,631 +2%
IFA
82
Interactive Financial Advisors
Illinois
$12.5M -$6.93M -74,321 -36%
DWM
83
Doyle Wealth Management
Florida
$12.4M +$751K +8,051 +7%
CAL
84
Capital Advisors Ltd
Ohio
$12.4M +$51.5K +552 +0.4%
BMCM
85
Bryn Mawr Capital Management
Pennsylvania
$12.3M -$670K -7,181 -5%
TCM
86
TD Capital Management
Tennessee
$12M +$79.9K +856 +0.7%
SI
87
Stephens Inc
Arkansas
$12M -$52.9K -567 -0.4%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$11.7M +$650K +6,965 +6%
ICOA
89
Investment Centers of America
North Dakota
$11.6M +$859K +9,211 +8%
NHC
90
Nicholas Hoffman & Company
Georgia
$11.6M +$505K +5,415 +5%
CCM
91
Covington Capital Management
California
$11.5M -$21.4K -229 -0.2%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$11.5M +$1.33M +14,216 +13%
WIC
93
Whitegate Investment Counselors
New Hampshire
$11.4M +$20.8K +223 +0.2%
SFM
94
Signet Financial Management
New Jersey
$11.1M -$141K -1,509 -1%
WFWM
95
Wechter Feldman Wealth Management
New Jersey
$10.7M -$134K -1,441 -1%
CWA
96
Cypress Wealth Advisors
California
$10.7M -$1.55M -16,581 -13%
SIA
97
Starfire Investment Advisers
Michigan
$10.6M +$41.3K +443 +0.4%
ONB
98
Old National Bancorp
Indiana
$10.2M -$67.8K -727 -0.7%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$9.73M +$1.62M +17,331 +20%
WT
100
Whittier Trust
California
$9.71M -$112K -1,199 -1%