VIG icon

Vanguard Dividend Appreciation ETF

524 hedge funds and large institutions have $6.95B invested in Vanguard Dividend Appreciation ETF in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 155 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+62
Holders Change %
+13.42%
% of All Funds
13.98%
Holding in Top 10
85
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+21.43%
% of All Funds
2.27%
New
89
Increased
215
Reduced
155
Closed
22
Calls
$3.68M
Puts
$4.69M
Net Calls
-$1.01M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
176
Kovack Advisors
Florida
$3.11M +$1.69M +20,826 +119%
NG
177
Northstar Group
New York
$3.11M +$3.11M +38,308 New
Fidelity Investments
178
Fidelity Investments
Massachusetts
$3.11M +$199K +2,458 +7%
CCG
179
Chatham Capital Group
Georgia
$3.03M +$240K +2,960 +9%
JWBC
180
J.W. Burns & Co
New York
$2.97M -$12.5K -154 -0.4%
REMPR
181
Roof Eidam Maycock Peralta (REMP)
California
$2.95M +$2.95M +36,328 New
CTC
182
Central Trust Company
Missouri
$2.93M +$31.8K +392 +1%
SCM
183
Stonehearth Capital Management
Massachusetts
$2.93M +$2.93M +36,046 New
SAM
184
Shamrock Asset Management
Texas
$2.92M -$103K -1,265 -3%
CA
185
Cambridge Advisors
Nebraska
$2.92M +$2.92M +35,944 New
HF
186
HRT Financial
New York
$2.89M +$2.89M +35,561 New
VF
187
Virtu Financial
New York
$2.88M +$2.88M +35,435 New
OPCM
188
Osborne Partners Capital Management
California
$2.82M +$82K +1,010 +3%
EVM
189
Eaton Vance Management
Massachusetts
$2.82M +$262K +3,230 +10%
IFWM
190
Institute for Wealth Management
Colorado
$2.81M +$2.81M +34,572 New
HTC
191
Haverford Trust Company
Pennsylvania
$2.79M +$82K +1,010 +3%
BPC
192
Banque Pictet & Cie
Switzerland
$2.76M -$714K -8,800 -21%
SC
193
SouthState Corp
Florida
$2.73M -$215K -2,646 -7%
EHPM
194
Emery Howard Portfolio Management
California
$2.62M +$110K +1,352 +4%
ICAS
195
Investors Capital Advisory Services
Massachusetts
$2.61M -$392K -4,835 -13%
MCM
196
Millie Capital Management
California
$2.59M +$2.59M +31,861 New
CAS
197
Cue Advisory Services
Arizona
$2.57M +$2.57M +31,719 New
RNS
198
Robert N. Shapiro
$2.57M -$203K -2,497 -7%
IH
199
IFC Holdings
Florida
$2.55M +$19K +230 +0.8%
KCM
200
Karp Capital Management
California
$2.54M +$2.54M +31,268 New