VIG icon

Vanguard Dividend Appreciation ETF

542 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2015 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 227 increasing their positions, 190 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+18
Holders Change %
+3.44%
% of All Funds
14.46%
Holding in Top 10
84
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.18%
% of All Funds
2.24%
New
52
Increased
227
Reduced
190
Closed
25
Calls
$3M
Puts
$4.51M
Net Calls
-$1.51M
Net Calls Change
-$491K
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
101
Woodmont Investment Counsel
Tennessee
$7.89M +$1.69K +21 +0%
TFO
102
Tarbox Family Office
California
$7.75M +$38K +472 +0.5%
CWA
103
Constellation Wealth Advisors
New York
$7.71M +$2.71M +33,672 +54%
KP
104
Keel Point
Alabama
$7.64M +$7.64M +94,917 New
ECM
105
Evergreen Capital Management
Washington
$7.59M +$202K +2,505 +3%
UCFA
106
United Capital Financial Advisors
Texas
$7.53M -$3.96M -49,286 -34%
S
107
SignatureFD
Georgia
$7.51M +$802K +9,964 +12%
IAA
108
Ironsides Asset Advisors
North Carolina
$7.43M -$179K -2,220 -2%
IF
109
IRON Financial
Illinois
$7.24M +$234K +2,910 +3%
PWW
110
Pettyjohn Wood & White
Virginia
$7.08M -$13.3K -165 -0.2%
BFM
111
Boston Financial Management
Massachusetts
$7.08M +$74K +919 +1%
CFA
112
Carroll Financial Associates
North Carolina
$7.06M +$1.29M +15,970 +22%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$7.05M +$174K +2,167 +3%
DMC
114
Drexel Morgan & Co
Pennsylvania
$6.91M -$1.44M -17,916 -17%
NIA
115
Northstar Investment Advisors
Colorado
$6.62M -$377K -4,683 -5%
B
116
Baird
Wisconsin
$6.55M -$1.27M -15,771 -16%
NSLI
117
Nan Shan Life Insurance
Taiwan
$6.21M
HSA
118
HBK Sorce Advisory
Pennsylvania
$6.17M -$283K -3,511 -4%
ICOA
119
Investment Centers of America
North Dakota
$6.13M +$1.31M +16,306 +27%
LA
120
Leonetti & Associates
Illinois
$6.12M +$16K +199 +0.3%
KTC
121
Kistler-Tiffany Companies
Pennsylvania
$6.11M -$283K -3,521 -4%
HMC
122
Harvard Management Company
Massachusetts
$6.06M +$25.1K +312 +0.4%
SFS
123
Strategic Financial Services
New York
$6.05M +$1.23M +15,226 +25%
N
124
Natixis
France
$6.01M -$724K -9,000 -11%
Northern Trust
125
Northern Trust
Illinois
$6.01M -$25.3K -315 -0.4%