VIG icon

Vanguard Dividend Appreciation ETF

1,785 hedge funds and large institutions have $64.4B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 686 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
28.8%
Holding in Top 10
265
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+13.73%
% of All Funds
4.28%
New
243
Increased
686
Reduced
594
Closed
54
Calls
$210M
Puts
$60.5M
Net Calls
+$150M
Net Calls Change
+$7.94M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
1151
Redhawk Wealth Advisors
Minnesota
$638K
LFS
1152
Legacy Financial Strategies
Kansas
$638K
IB
1153
Intrust Bank
Kansas
$637K
LWM
1154
Laidlaw Wealth Management
New York
$634K -$7.59K -50 -1%
ZIM
1155
Zacks Investment Management
Illinois
$629K +$336K +2,214 +115%
SCA
1156
Sage Capital Advisors
South Dakota
$620K
SIC
1157
Samalin Investment Counsel
New York
$617K +$219K +1,442 +55%
GC
1158
Gratus Capital
Georgia
$617K -$11.2K -74 -2%
GAG
1159
GM Advisory Group
New York
$614K +$7.59K +50 +1%
RWP
1160
Revolve Wealth Partners
New Jersey
$613K -$30.5K -201 -5%
PFG
1161
Pacific Financial Group
Washington
$613K -$169K -1,110 -22%
W
1162
Wealthquest
Ohio
$611K
FNWM
1163
Financial Network Wealth Management
Utah
$606K +$144K +948 +31%
BW
1164
Bison Wealth
Georgia
$605K -$342K -2,217 -36%
JWA
1165
JFS Wealth Advisors
Pennsylvania
$604K -$24.9K -164 -4%
MWM
1166
Melfa Wealth Management
Massachusetts
$604K +$604K +3,975 New
RI
1167
Ridgewood Investments
New Jersey
$601K +$456 +3 +0.1%
GT
1168
Greenleaf Trust
Michigan
$600K -$52.6K -346 -8%
CA
1169
CapWealth Advisors
Tennessee
$599K -$13.7K -90 -2%
DWMG
1170
DB Wealth Management Group
California
$594K -$2.13K -14 -0.4%
AP
1171
Appleton Partners
Massachusetts
$593K +$66.2K +436 +13%
FCIM
1172
Fairview Capital Investment Management
California
$592K +$246K +1,620 +71%
IWM
1173
Integris Wealth Management
California
$592K +$592K +3,896 New
SSWM
1174
Strait & Sound Wealth Management
California
$591K +$591K +3,798 New
PP
1175
PrairieView Partners
Minnesota
$589K -$1.36K -9 -0.2%