VIG icon

Vanguard Dividend Appreciation ETF

1,406 hedge funds and large institutions have $23.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 596 increasing their positions, 394 reducing their positions, and 39 closing their positions.

Holders
1,406
Holders Change
+162
Holders Change %
+13.02%
% of All Funds
24.95%
Holding in Top 10
220
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+22.22%
% of All Funds
3.9%
New
221
Increased
596
Reduced
394
Closed
39
Calls
$49M
Puts
$88.8M
Net Calls
-$39.8M
Net Calls Change
+$21.3M
Name Market Value Shares Shares
Change
Shares
Change %
PWP
76
Principle Wealth Partners
Connecticut
$40.1M 284,256 +69,029 +32%
EGA
77
E&G Advisors
Texas
$38.8M 275,086 -197 -0.1%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$38.5M 272,636 +64,449 +31%
MA
79
Mosaic Advisors
Texas
$38.1M 269,784 +269,784 New
CWM
80
Connecticut Wealth Management
Connecticut
$37.6M 266,542 -6,016 -2%
IC
81
IEQ Capital
California
$36.8M 260,343 -24,944 -9%
ECG
82
Edge Capital Group
Georgia
$35.9M 254,553 -4,965 -2%
BFS
83
Bard Financial Services
Connecticut
$35.9M 254,167 +254,167 New
JFA
84
JNBA Financial Advisors
Minnesota
$35.8M 253,595 +1,542 +0.6%
OAJ
85
Ogorek Anthony Joseph
New York
$33.8M 239,322 +10,957 +5%
AI
86
Atria Investments
North Carolina
$33.4M 236,865 -165,595 -41%
TF
87
Trek Financial
Arizona
$33M 233,502 -182,021 -44%
BC
88
Brio Consultants
California
$32.4M 229,792 -21,326 -8%
BP
89
Ballentine Partners
Massachusetts
$32.2M 227,927 -985 -0.4%
PI
90
PFS Investments
Georgia
$32M 224,826 -14,263 -6%
CFA
91
Carroll Financial Associates
North Carolina
$32M 226,438 +2,457 +1%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$31.8M 225,610 +4,985 +2%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$31.1M 220,338 -4,632 -2%
DT
94
Diversified Trust
Tennessee
$30.9M 218,734 -4,541 -2%
EK
95
Evensky & Katz
Florida
$30.7M 217,684 +9,302 +4%
CL
96
CPWM LLC
Washington
$30.7M 217,352 +1,130 +0.5%
TCM
97
TD Capital Management
Tennessee
$30.4M 215,533 -1,453 -0.7%
BWM
98
BerganKDV Wealth Management
Minnesota
$30.3M 214,725 +4,170 +2%
HPWM
99
Highland Private Wealth Management
Washington
$30.3M 214,689 +9,678 +5%
RC
100
Rovin Capital
Arizona
$28.6M 202,680 -23,505 -10%