VIG icon

Vanguard Dividend Appreciation ETF

2,009 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,009
Holders Change
+195
Holders Change %
+10.75%
% of All Funds
29.45%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
273
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 %
GIA
1826
Guyasuta Investment Advisors
Pennsylvania
$206K +$206K +1,208 New
PGAM
1827
Princeton Global Asset Management
New Jersey
$206K +$9.03K +53 +5%
FFA
1828
Fragasso Financial Advisors
Pennsylvania
$205K -$19.4K -114 -9%
LA
1829
LVW Advisors
New York
$204K +$204K +1,200 New
WC
1830
Whitney & Co
New York
$204K +$204K +1,200 New
HFA
1831
High Falls Advisors
New York
$204K +$204K +1,195 New
SAM
1832
Selway Asset Management
$203K +$203K +1,190 New
AWG
1833
Altus Wealth Group
Colorado
$203K -$177K -1,036 -47%
WBC
1834
West Branch Capital
Massachusetts
$202K +$154K +906 +324%
SIA
1835
Strategic Investment Advisors
Michigan
$202K -$22.5K -132 -10%
FDCP
1836
Foster Dykema Cabot & Partners
Massachusetts
$201K +$201K +1,181 New
BWP
1837
Bernardo Wealth Planning
Pennsylvania
$201K +$201K +1,180 New
PCA
1838
Prosperity Capital Advisors
Ohio
$201K +$201K +1,178 New
FSWA
1839
Financial Synergies Wealth Advisors
Texas
$191K +$8.51K +56 +5%
NJIM
1840
Nabity-Jensen Investment Management
Nebraska
$185K +$185K +1,083 New
AWM
1841
Able Wealth Management
New Jersey
$184K +$184K +1,078 New
NRG
1842
Nemes Rush Group
Michigan
$178K -$3.75K -22 -2%
HCP
1843
Hexagon Capital Partners
Arkansas
$174K
OC
1844
Oakworth Capital
Alabama
$174K +$4.26K +25 +3%
FFC
1845
First Financial Corp
Indiana
$170K
PO
1846
Private Ocean
California
$168K
CWM
1847
Cedar Wealth Management
California
$161K +$135K +793 +522%
PA
1848
PSI Advisors
Florida
$157K -$34.1K -200 -18%
CB
1849
CNB Bank
Pennsylvania
$157K
RBC
1850
Roble Belko & Company
Pennsylvania
$150K