VIG icon

Vanguard Dividend Appreciation ETF

1,713 hedge funds and large institutions have $30.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 666 increasing their positions, 472 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+232
Holders Change %
+15.67%
% of All Funds
26.46%
Holding in Top 10
242
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+17.48%
% of All Funds
3.74%
New
309
Increased
666
Reduced
472
Closed
55
Calls
$104M
Puts
$57.6M
Net Calls
+$46.9M
Net Calls Change
+$53.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AWMG
1426
Alliance Wealth Management Group
New Jersey
$281K
TCM
1427
Towercrest Capital Management
Pennsylvania
$281K
CA
1428
Claro Advisors
Massachusetts
$281K +$38.8K +226 +16%
Wolverine Trading
1429
Wolverine Trading
Illinois
$279K -$383K -2,233 -58%
HHGA
1430
Halbert Hargrove Global Advisors
California
$279K +$1.2K +7 +0.4%
SC
1431
Schubert & Co
Texas
$279K +$279K +1,622 New
WDG
1432
Wealth Dimensions Group
Ohio
$278K
MIC
1433
Means Investment Company
Maine
$277K +$172 +1 +0.1%
CNC
1434
Canandaigua National Corp
New York
$276K
BSB
1435
Bangor Savings Bank
Maine
$276K
FCCM
1436
First City Capital Management
Georgia
$275K -$813 -5 -0.3%
BPM
1437
Bowling Portfolio Management
Ohio
$275K
SFI
1438
SPC Financial Inc
Maryland
$275K +$11.5K +67 +4%
CC
1439
Commons Capital
Massachusetts
$275K +$275K +1,601 New
BCM
1440
BTR Capital Management
California
$274K
BO
1441
Bank OZK
Arkansas
$274K +$30.9K +180 +13%
P
1442
&Partners
Tennessee
$273K +$273K +1,591 New
HVP
1443
Hudson Value Partners
Florida
$271K
RI
1444
Rinkey Investments
California
$271K +$271K +1,604 New
FHB
1445
First Hawaiian Bank
Hawaii
$270K
DPI
1446
Diversified Portfolios Inc
Michigan
$268K
WA
1447
Waddell & Associates
Tennessee
$267K
CAP
1448
Columbia Advisory Partners
Washington
$267K +$267K +1,552 New
HI
1449
Hendershot Investments
Virginia
$266K
AC
1450
Arjuna Capital
North Carolina
$266K