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 %
HA
1201
HFG Advisors
Ohio
$722K +$40K +235 +6%
BTW
1202
Boston Trust Walden
Massachusetts
$716K -$52.8K -310 -7%
LFS
1203
Legacy Financial Strategies
Kansas
$716K
TWM
1204
Thrive Wealth Management
Pennsylvania
$715K +$170 +1 +0%
PCH
1205
PGIM Custom Harvest
New Jersey
$713K -$24.5K -144 -3%
WP
1206
Westmount Partners
California
$713K -$347K -2,036 -33%
SCM
1207
SOL Capital Management
Maryland
$712K -$38.5K -226 -5%
GC
1208
Gratus Capital
Georgia
$710K +$31.5K +185 +5%
ES
1209
Eagle Strategies
New York
$707K +$6.65K +39 +0.9%
DWM
1210
Dechtman Wealth Management
Colorado
$707K +$4.43K +26 +0.6%
BMWM
1211
Brown Miller Wealth Management
Virginia
$707K +$1.7K +10 +0.2%
JWA
1212
JFS Wealth Advisors
Pennsylvania
$706K +$9.54K +56 +1%
BWP
1213
BSW Wealth Partners
Colorado
$706K +$158K +930 +29%
PAM
1214
Palisade Asset Management
Minnesota
$705K -$21.3K -125 -3%
CMS
1215
Capital Market Strategies
Florida
$705K +$1.19K +7 +0.2%
SCM
1216
Steele Capital Management
Iowa
$693K +$693K +4,068 New
Neuberger Berman Group
1217
Neuberger Berman Group
New York
$693K -$173K -1,017 -20%
PS
1218
Principal Securities
Iowa
$693K +$693K +4,065 New
CC
1219
Callan Capital
California
$692K
AWP
1220
Ascent Wealth Partners
New York
$689K +$102K +600 +17%
PCMC
1221
Private Capital Management (Colorado)
Colorado
$689K -$158K -927 -19%
ADL
1222
Asset Dedication LLC
California
$689K
W
1223
Wealthquest
Ohio
$683K
TWG
1224
The Wealth Group
Minnesota
$682K +$682K +3,916 New
GL
1225
Gerber LLC
Ohio
$680K +$680K +3,992 New