VIG icon

Vanguard Dividend Appreciation ETF

1,679 hedge funds and large institutions have $25.8B invested in Vanguard Dividend Appreciation ETF in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 711 increasing their positions, 578 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
-34
Holders Change %
-1.98%
% of All Funds
28.39%
Holding in Top 10
237
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.72%
% of All Funds
4.01%
New
83
Increased
711
Reduced
578
Closed
95
Calls
$136M
Puts
$111M
Net Calls
+$25M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FCCM
1451
First City Capital Management
Georgia
$238K -$4.3K -30 -2%
TAM
1452
Tucker Asset Management
Colorado
$238K +$238K +1,657 New
HHGA
1453
Halbert Hargrove Global Advisors
California
$235K -$287K -2,001 -55%
NCM
1454
Neumann Capital Management
California
$235K -$19.5K -136 -8%
TCM
1455
Towercrest Capital Management
Pennsylvania
$235K
DY
1456
Dowling & Yahnke
California
$235K
LA
1457
LVW Advisors
New York
$235K
AWMG
1458
Alliance Wealth Management Group
New Jersey
$235K
Fisher Asset Management
1459
Fisher Asset Management
Washington
$235K +$235K +1,641 New
SC
1460
Schubert & Co
Texas
$233K
RTS
1461
Round Table Services
New Jersey
$232K -$205K -1,426 -47%
WDG
1462
Wealth Dimensions Group
Ohio
$232K
XF
1463
XML Financial
Maryland
$230K -$21.3K -149 -8%
BSB
1464
Bangor Savings Bank
Maine
$230K
BPM
1465
Bowling Portfolio Management
Ohio
$229K
BCM
1466
BTR Capital Management
California
$229K
LDB
1467
Lee, Danner & Bass
Tennessee
$229K
FCG
1468
Financial Connections Group
California
$228K -$7.44K -52 -3%
NFP
1469
Narus Financial Partners
Utah
$228K -$24.4K -170 -10%
HVP
1470
Hudson Value Partners
Florida
$226K
FCH
1471
Freestone Capital Holdings
Washington
$224K -$53.2K -372 -19%
P
1472
&Partners
Tennessee
$224K -$4.31K -30 -2%
DPI
1473
Diversified Portfolios Inc
Michigan
$224K
HI
1474
Hendershot Investments
Virginia
$222K
EA
1475
Ellsworth Advisors
Ohio
$222K