VIG icon

Vanguard Dividend Appreciation ETF

1,783 hedge funds and large institutions have $29.7B invested in Vanguard Dividend Appreciation ETF in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 568 increasing their positions, 733 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+12
Holders Change %
+0.68%
% of All Funds
28.12%
Holding in Top 10
243
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.67%
% of All Funds
3.83%
New
97
Increased
568
Reduced
733
Closed
65
Calls
$111M
Puts
$31.8M
Net Calls
+$79.7M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
1551
Waypoint Wealth Partners
California
$239K -$9.58K -59 -4%
BAM
1552
Bosun Asset Management
Illinois
$239K
AWAG
1553
ARS Wealth Advisors Group
Florida
$239K
CRI
1554
Colonial River Investments
Virginia
$238K
TCB
1555
Texas Capital Bancshares
Texas
$236K +$236K +1,453 New
ST
1556
Sentinel Trust
Texas
$236K
JF
1557
JSF Financial
California
$236K
IIM
1558
Ipswich Investment Management
Massachusetts
$236K
OA
1559
Operose Advisors
Wisconsin
$235K
TIM
1560
Tortoise Investment Management
New York
$235K
BL
1561
Balentine LLC
Georgia
$233K +$233K +1,436 New
AGM
1562
Alpine Global Management
New York
$233K +$233K +1,434 New
PPW
1563
Presilium Private Wealth
Pennsylvania
$231K
WCM
1564
Windsor Capital Management
Arizona
$230K
MCM
1565
MV Capital Management
Maryland
$230K
CSWG
1566
Cardinal Strategic Wealth Guidance
Kentucky
$230K
SFP
1567
Shepherd Financial Partners
Massachusetts
$229K -$112K -690 -33%
QCM
1568
Quantinno Capital Management
New York
$229K +$229K +1,412 New
SF
1569
Summit Financial
New Jersey
$229K -$6.2K -38 -3%
CCA
1570
Checchi Capital Advisers
California
$229K
CWP
1571
Cyndeo Wealth Partners
Florida
$228K -$6.5K -40 -3%
DA
1572
Dash Acquisitions
California
$228K
NWM
1573
NEIRG Wealth Management
Massachusetts
$228K
APW
1574
Aurora Private Wealth
New Jersey
$227K -$76.5K -471 -25%
FFA
1575
First Foundation Advisors
California
$226K