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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
PCTC
1351
Perkins Coie Trust Company
Washington
$35K
DWA
1352
Dougherty Wealth Advisers
Minnesota
$35K
PFBT
1353
Parkside Financial Bank & Trust
Missouri
$35K +$3.5K +25 +11%
RA
1354
Reby Advisors
Connecticut
$35K +$35K +245 New
PAI
1355
Pittenger & Anderson Inc
Nebraska
$33K +$15.6K +110 +89%
SFP
1356
Sterling Financial Planning
New Jersey
$31K +$31K +222 New
CIA
1357
Cascade Investment Advisors
Oregon
$28.2K
BC
1358
Barnett & Company
Tennessee
$28K -$28K -200 -50%
TF
1359
Tompkins Financial
New York
$28K
OIM
1360
Oder Investment Management
California
$28K +$28K +202 New
CWA
1361
Core Wealth Advisors
Florida
$27K
IF
1362
Ironwood Financial
Arizona
$27K
HS
1363
Horan Securities
United States
$27K
TCWA
1364
Ten Capital Wealth Advisors
Washington
$27K +$27K +190 New
KFS
1365
Kelly Financial Services
Massachusetts
$26.6K +$142 +1 +0.5%
DAM
1366
Delta Asset Management
Tennessee
$26K -$707 -5 -3%
LWA
1367
Lenox Wealth Advisors
New York
$26K +$7.33K +51 +39%
MFT
1368
Moisand Fitzgerald Tamayo
Florida
$23K
HF
1369
Halpern Financial
Virginia
$22.9K
EAM
1370
Eukles Asset Management
Ohio
$22K +$6.37K +46 +41%
RWB
1371
RMR Wealth Builders
New Jersey
$22K +$22K +158 New
SNT
1372
Security National Trust
West Virginia
$21K
TC
1373
Truvestments Capital
Florida
$21K +$21K +156 New
NFSG
1374
Newbridge Financial Services Group
Florida
$20K +$144 +1 +0.7%
CIAS
1375
CBIZ Investment Advisory Services
Ohio
$18K -$16K