VIG icon

Vanguard Dividend Appreciation ETF

2,293 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 898 increasing their positions, 743 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+204
Holders Change %
+9.77%
% of All Funds
30.52%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
898
Reduced
743
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1401
Moulton Wealth Management
Washington
$711K -$784K -4,004 -52%
GBT
1402
Grove Bank & Trust
Florida
$709K
CWM
1403
Calamos Wealth Management
Illinois
$708K +$390K +1,994 +123%
LTAS
1404
Linden Thomas Advisory Services
North Carolina
$706K +$706K +3,606 New
MPI
1405
Mairs & Power Inc
Minnesota
$706K
FA
1406
FF Advisors
California
$706K
LEFP
1407
Leading Edge Financial Planning
Tennessee
$705K -$4.11K -21 -0.6%
SFC
1408
SYM Financial Corp
Indiana
$704K -$18.4K -94 -3%
RFP
1409
Root Financial Partners
California
$703K +$201K +1,024 +40%
VCP
1410
Verus Capital Partners
Arizona
$703K -$8.23K -42 -1%
SWM
1411
Selective Wealth Management
Virginia
$703K -$43.1K -221 -6%
KSWA
1412
Kathleen S. Wright Associates
Pennsylvania
$701K +$9.01K +46 +1%
CA
1413
CoreCap Advisors
Michigan
$700K +$126K +643 +22%
NG
1414
Norden Group
Utah
$699K -$40.5K -207 -5%
EL
1415
EWA LLC
Pennsylvania
$698K -$2.94K -15 -0.4%
BIP
1416
Blueprint Investment Partners
North Carolina
$696K -$15.9K -81 -2%
CPP
1417
Capasso Planning Partners
South Carolina
$696K -$29.6K -151 -4%
ZIM
1418
Zacks Investment Management
Illinois
$690K -$218K -1,111 -24%
RWM
1419
Rockwood Wealth Management
Pennsylvania
$690K +$1.18K +6 +0.2%
UF
1420
Univest Financial
Pennsylvania
$689K +$588 +3 +0.1%
AG
1421
AlTi Global
New York
$689K +$64.4K +329 +10%
RIM
1422
Rockbridge Investment Management
New York
$689K
CAM
1423
Clark Asset Management
New Hampshire
$687K +$25.1K +128 +4%
JWM
1424
JGP Wealth Management
Oregon
$687K +$1.18K +6 +0.2%
B
1425
Bailard
California
$685K