VIG icon

Vanguard Dividend Appreciation ETF

1,186 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+133
Holders Change %
+12.63%
% of All Funds
23.42%
Holding in Top 10
161
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+14.18%
% of All Funds
3.18%
New
197
Increased
499
Reduced
300
Closed
48
Calls
$27.2M
Puts
$16M
Net Calls
+$11.2M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
BMCM
176
Bryn Mawr Capital Management
Pennsylvania
$10.7M -$175K -1,401 -2%
BIAS
177
Beacon Investment Advisory Services
New Jersey
$10.6M +$1.33M +10,679 +14%
KL
178
KWMG LLC
Kansas
$10.5M +$1.8M +14,454 +21%
PIMG
179
Patriot Investment Management Group
Tennessee
$10.5M -$1.17M -9,385 -10%
BCI
180
Brinker Capital Investments
Pennsylvania
$10.4M -$74.5K -598 -0.7%
HFS
181
Howard Financial Services
Texas
$10.4M +$1.34M +10,748 +15%
FC
182
Fusion Capital
South Carolina
$10.4M +$10.4M +83,256 New
SC
183
Scotia Capital
Ontario, Canada
$10.4M +$1.75K +14 +0%
SFM
184
Signet Financial Management
New Jersey
$9.94M -$153K -1,230 -2%
BWM
185
BT Wealth Management
Georgia
$9.88M +$244K +1,956 +3%
HSA
186
HBK Sorce Advisory
Pennsylvania
$9.84M +$22.6K +181 +0.2%
ACP
187
Ashfield Capital Partners
California
$9.8M +$67.1K +538 +0.7%
Northern Trust
188
Northern Trust
Illinois
$9.79M +$270K +2,169 +3%
PP
189
PDS Planning
Ohio
$9.69M +$61.6K +494 +0.6%
CFS
190
CRA Financial Services
New Jersey
$9.68M +$285K +2,289 +3%
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$9.68M -$117K -936 -1%
SPC
192
Sigma Planning Corp
Michigan
$9.64M +$529K +4,241 +6%
3F
193
360 Financial
Minnesota
$9.6M +$9.6M +74,215 New
MWM
194
Modera Wealth Management
New Jersey
$9.47M -$12.1K -97 -0.1%
HPC
195
HM Payson & Co
Maine
$9.3M -$394K -3,160 -4%
LWP
196
Legacy Wealth Partners
California
$9.22M +$9.22M +71,275 New
SWP
197
Stratos Wealth Partners
Ohio
$9.05M +$496K +3,981 +6%
FHA
198
Flagship Harbor Advisors
Massachusetts
$8.88M +$846K +6,788 +11%
FFS
199
Founders Financial Securities
Maryland
$8.83M +$39.8K +319 +0.5%
A
200
AdvicePeriod
California
$8.78M -$1.32M -10,569 -13%