VIG icon

Vanguard Dividend Appreciation ETF

422 hedge funds and large institutions have $6.05B invested in Vanguard Dividend Appreciation ETF in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 126 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
12.2%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
2.11%
New
45
Increased
188
Reduced
126
Closed
33
Calls
$4.35M
Puts
$1.58M
Net Calls
+$2.77M
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Shares
Change %
ICAS
176
Investors Capital Advisory Services
Massachusetts
$2.44M -$77.8K -1,035 -3%
Janus Henderson Group
177
Janus Henderson Group
United Kingdom
$2.41M
EHPM
178
Emery Howard Portfolio Management
California
$2.4M +$14.4K +192 +0.6%
Stifel Financial
179
Stifel Financial
Missouri
$2.39M +$2.39M +31,815 New
SFS
180
Strategic Financial Services
New York
$2.37M +$363K +4,825 +18%
DCM
181
Donaldson Capital Management
Indiana
$2.33M +$251K +3,340 +12%
HTC
182
Haverford Trust Company
Pennsylvania
$2.25M -$215K -2,860 -9%
EVM
183
Eaton Vance Management
Massachusetts
$2.13M
Deutsche Bank
184
Deutsche Bank
Germany
$2.09M -$17.8K -237 -0.8%
RFS
185
Rockefeller Financial Services
New York
$2.01M
CDIA
186
Capital Directions Investment Advisors
Georgia
$1.96M +$8.5K +113 +0.4%
WBG
187
Wharton Business Group
Pennsylvania
$1.95M +$187K +2,485 +11%
KCPG
188
Kavar Capital Partners Group
Kansas
$1.94M +$25.9K +344 +1%
RIL
189
Rothschild Investment LLC
Illinois
$1.9M -$12.3K -163 -0.6%
WA
190
WealthTrust-Arizona
Arizona
$1.87M -$1.39M -18,474 -43%
ABC
191
Associated Banc-Corp
Wisconsin
$1.85M +$46.3K +615 +3%
FWM
192
Focused Wealth Management
New York
$1.84M +$13.4K +178 +0.7%
V
193
Veritable
Delaware
$1.8M -$301K -4,005 -14%
NA
194
Nottingham Advisors
New York
$1.79M -$18.9M -251,223 -91%
PA
195
Pinnacle Associates
New York
$1.73M -$178K -2,365 -9%
MCTIC
196
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.73M -$1.73M
Fidelity Investments
197
Fidelity Investments
Massachusetts
$1.68M +$291K +3,867 +21%
SSI
198
Scott & Selber Inc
Texas
$1.63M +$75 +1 +0%
RJT
199
Raymond James Trust
Florida
$1.62M +$978 +13 +0.1%
SB
200
Suntrust Banks
Georgia
$1.58M +$67.6K +899 +4%