VIG icon

Vanguard Dividend Appreciation ETF

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
1576
Valley Wealth Managers
New Jersey
$33K
BC
1577
Burleson & Co
California
$33K +$18.6K +136 +130%
Federated Hermes
1578
Federated Hermes
Pennsylvania
$33K +$33K +242 New
CS
1579
Credit Suisse
Switzerland
$32K
PCA
1580
Providence Capital Advisors
North Carolina
$32K
CP
1581
Castleview Partners
Texas
$31K +$23K +172 +287%
FWA
1582
FSC Wealth Advisors
New York
$29K
BHWM
1583
Beaird Harris Wealth Management
Texas
$29K +$940 +7 +3%
CWA
1584
Core Wealth Advisors
Florida
$26K
PI
1585
PFS Investments
Georgia
$24.7K -$531 -3,929 -2%
BWL
1586
Bogart Wealth LLC
Virginia
$22K -$928 -7 -4%
RCM
1587
Rain Capital Management
Oregon
$22K +$22K +163 New
AFS
1588
Annapolis Financial Services
Maryland
$19K
MAM
1589
Meeder Asset Management
Ohio
$18K -$89.7K -648 -83%
CMA
1590
Cedar Mountain Advisors
Oregon
$18K
WA
1591
Win Advisors
Florida
$17K -$405 -3 -2%
PK
1592
Pflug Koory
Nebraska
$17K
ANBT
1593
American National Bank & Trust
Texas
$16K
BCM
1594
Bourgeon Capital Management
Connecticut
$16K
LS
1595
Leelyn Smith
Illinois
$16K
HWM
1596
Horizons Wealth Management
North Carolina
$16K
MRC
1597
Millburn Ridgefield Corp
New York
$16K +$1.63K +12 +11%
AP
1598
Atwood & Palmer
Missouri
$15K -$66.4K -500 -82%
WTA
1599
Washington Trust Advisors
Massachusetts
$15K
Barclays
1600
Barclays
United Kingdom
$15K +$15K +108 New