VIG icon

Vanguard Dividend Appreciation ETF

1,713 hedge funds and large institutions have $30.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 666 increasing their positions, 472 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+232
Holders Change %
+15.67%
% of All Funds
26.46%
Holding in Top 10
242
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+17.48%
% of All Funds
3.74%
New
309
Increased
666
Reduced
472
Closed
55
Calls
$104M
Puts
$57.6M
Net Calls
+$46.9M
Net Calls Change
+$53.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MAA
1151
Matrix Asset Advisors
New York
$590K -$17K -99 -3%
RWA
1152
Redmont Wealth Advisors
Illinois
$590K +$590K +3,435 New
VFM
1153
Vivid Financial Management
California
$588K
AP
1154
Appleton Partners
Massachusetts
$586K +$38.5K +224 +7%
BWM
1155
Blossom Wealth Management
California
$586K +$99.1K +577 +20%
SWM
1156
Stockman Wealth Management
Montana
$585K -$172 -1 -0%
FWM
1157
Frontier Wealth Management
Missouri
$585K +$343 +2 +0.1%
WPC
1158
Wedmont Private Capital
Pennsylvania
$584K +$584K +3,479 New
Fisher Asset Management
1159
Fisher Asset Management
Washington
$583K -$459K -2,670 -44%
AT
1160
Arden Trust
Delaware
$582K -$859 -5 -0.1%
DHFB
1161
Dixon Hubard Feinour & Brown
Virginia
$578K -$8.24K -48 -1%
NEWAS
1162
N.E.W. Advisory Services
Wisconsin
$578K -$1.2K -7 -0.2%
HCM
1163
Hengehold Capital Management
Ohio
$575K -$10.8K -63 -2%
RF
1164
Rollins Financial
Georgia
$575K +$575K +3,345 New
RM
1165
Resource Management
Louisiana
$574K +$1.2K +7 +0.2%
MFG
1166
Magnus Financial Group
New York
$574K +$2.06K +12 +0.4%
APG
1167
Abacus Planning Group
South Carolina
$574K +$26.8K +156 +5%
CWG
1168
Crown Wealth Group
North Carolina
$574K +$574K +3,341 New
VIM
1169
Vista Investment Management
Pennsylvania
$572K -$3.61K -21 -0.6%
GT
1170
Greenleaf Trust
Michigan
$572K +$173K +1,005 +43%
DLCIG
1171
D.L. Carlson Investment Group
New Hampshire
$571K -$90.3K -526 -14%
LFA
1172
Legacy Financial Advisors
Kentucky
$570K +$94.9K +552 +20%
EWA
1173
Exencial Wealth Advisors
Oklahoma
$569K +$215K +1,251 +61%
SCA
1174
Scott Capital Advisors
Oregon
$568K +$568K +3,307 New
PIA
1175
Perennial Investment Advisors
California
$567K +$158K +917 +38%