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 %
BSSFA
151
Baron Silver Stevens Financial Advisors
Florida
$20.9M -$472K -3,291 -2%
SAF
152
Smith Anglin Financial
Texas
$20.7M -$1.74M -12,094 -8%
EDRIA
153
Edmonds Duncan Registered Investment Advisors
Kansas
$20.7M -$915K -6,376 -4%
MAM
154
McCarthy Asset Management
California
$19.8M -$99.6K -694 -0.5%
APA
155
American Portfolios Advisors
New York
$19.7M -$147K -1,026 -0.7%
RC
156
Rovin Capital
Arizona
$19.2M -$6.48M -45,176 -25%
ZB
157
Zions Bancorporation
Utah
$19.1M -$16.8M -117,137 -47%
AF
158
Allworth Financial
California
$19M -$494K -3,442 -3%
EWA
159
EP Wealth Advisors
California
$19M +$229K +1,596 +1%
SFS
160
Searcy Financial Services
Kansas
$19M +$373K +2,599 +2%
CCM
161
Coldstream Capital Management
Washington
$18.9M +$494K +3,446 +3%
CA
162
Capital Advantage
California
$18.5M -$524K -3,654 -3%
GWM
163
Gray Wealth Management
Maine
$18.4M -$333K -2,321 -2%
AWS
164
AJ Wealth Strategies
New York
$18.4M -$31.1K -217 -0.2%
WP
165
WMS Partners
Maryland
$18.4M +$1.47M +10,212 +9%
GFS
166
GYL Financial Synergies
Connecticut
$18M -$718K -5,003 -4%
WBG
167
Wharton Business Group
Pennsylvania
$17.9M +$2.83M +19,700 +19%
DA
168
Detalus Advisors
Missouri
$17.9M +$310K +2,161 +2%
SC
169
Scotia Capital
Ontario, Canada
$17.7M +$3.93M +27,409 +29%
APP
170
Avantax Planning Partners
Iowa
$17.7M +$11.5M +79,986 +184%
BSW
171
Buckingham Strategic Wealth
Missouri
$17.7M +$164K +1,144 +0.9%
BCA
172
Bay Colony Advisors
Massachusetts
$17.5M -$75.5K -493 -0.4%
MA
173
Montag & Associates
Georgia
$17.3M +$218K +1,518 +1%
AIMCA
174
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.2M
CFA
175
Cahill Financial Advisors
Minnesota
$17.2M -$295K -2,053 -2%