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 %
DA
1526
Doliver Advisors
Texas
$383K
BFIC
1527
Bedell Frazier Investment Counselling
California
$383K
CA
1528
Claro Advisors
Massachusetts
$382K +$16.5K +97 +5%
DPI
1529
Diversified Portfolios Inc
Michigan
$382K +$17.7K +104 +5%
CIG
1530
Cairn Investment Group
Washington
$381K +$6.47K +38 +2%
M
1531
MYeCFO
California
$381K -$852 -5 -0.2%
CANC
1532
Culbertson A N & Co
Virginia
$380K
WCM
1533
Weaver Capital Management
Georgia
$380K +$380K +2,231 New
FC
1534
Forte Capital
New York
$380K +$380K +2,231 New
BA
1535
Bridge Advisory
California
$379K
AT
1536
Arden Trust
Delaware
$378K -$3.24K -19 -0.8%
FWM
1537
Fingerlakes Wealth Management
New York
$377K -$4.6K -27 -1%
HIC
1538
Holderness Investments Company
North Carolina
$376K -$51.8K -304 -12%
GF
1539
Gries Financial
Ohio
$374K -$3.75K -22 -1%
PCFFS
1540
Pacific Center for Financial Services
California
$372K +$2.39K +14 +0.6%
NFP
1541
Narus Financial Partners
Utah
$372K -$19.3K -113 -5%
FB
1542
Fulton Bank
Pennsylvania
$371K +$11.8K +69 +3%
BFA
1543
Bragg Financial Advisors
North Carolina
$371K +$63K +370 +20%
RWM
1544
Rockwood Wealth Management
Pennsylvania
$371K +$1.53K +9 +0.4%
RCM
1545
Richardson Capital Management
Wisconsin
$369K +$369K +18 New
EWG
1546
Executive Wealth Group
Washington
$369K
SPWG
1547
Syntegra Private Wealth Group
Missouri
$368K
UAG
1548
United Advisor Group
Ohio
$366K +$366K +2,138 New
ERIC
1549
Eagle Rock Investment Company
Georgia
$365K
BFA
1550
Beaumont Financial Advisors
Massachusetts
$364K -$380K -2,229 -51%