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 %
NGA
1401
Naples Global Advisors
Florida
$489K
EIP
1402
Ellis Investment Partners
Pennsylvania
$489K +$2.73K +16 +0.6%
PMSA
1403
Patrick M. Sweeney & Associates
Illinois
$489K +$489K +2,869 New
KP
1404
Keel Point
Alabama
$489K +$4.77K +28 +1%
MAA
1405
Mraz Amerine & Associates
California
$488K -$272K -1,597 -36%
HPIA
1406
Hamilton Point Investment Advisors
North Carolina
$485K
APC
1407
Asset Planning Corporation
Tennessee
$484K +$1.7K +10 +0.4%
EP
1408
Edgestream Partners
New Jersey
$484K +$188K +1,106 +64%
WCP
1409
Wick Capital Partners
Pennsylvania
$484K -$55.2K -324 -10%
AF
1410
Apexium Financial
Texas
$482K +$511 +3 +0.1%
Chevy Chase Trust
1411
Chevy Chase Trust
Maryland
$482K -$12.8K -75 -3%
PWMG
1412
Prestige Wealth Management Group
New Jersey
$481K +$2.73K +16 +0.6%
EWM
1413
EPG Wealth Management
Georgia
$481K +$51.4K +296 +12%
FAN
1414
Financial Advisors Network
California
$480K -$108K -635 -18%
TCM
1415
Towercrest Capital Management
Pennsylvania
$478K +$2.56K +15 +0.5%
CVA
1416
Central Valley Advisors
California
$477K +$477K +2,802 New
LW
1417
Libra Wealth
California
$477K +$180K +1,059 +61%
CRI
1418
Commonwealth Retirement Investments
Virginia
$477K -$11.4K -67 -2%
SFP
1419
Shepherd Financial Partners
Massachusetts
$476K +$189K +1,110 +66%
TPWA
1420
TRUE Private Wealth Advisors
Oregon
$476K -$29K -170 -6%
BBA
1421
BLB&B Advisors
Pennsylvania
$476K +$22K +129 +5%
AWMG
1422
Alliance Wealth Management Group
New Jersey
$476K +$476K +2,791 New
CAMG
1423
CWA Asset Management Group
Florida
$474K +$8.18K +48 +2%
TWP
1424
Total Wealth Planning
Ohio
$473K +$4.43K +26 +0.9%
AGP
1425
Autumn Glory Partners
Texas
$472K +$340 +2 +0.1%