VIG icon

Vanguard Dividend Appreciation ETF

2,089 hedge funds and large institutions have $38.1B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 844 increasing their positions, 756 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,089
Holders Change
+46
Holders Change %
+2.25%
% of All Funds
30.21%
Holding in Top 10
244
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.55%
% of All Funds
3.53%
New
138
Increased
844
Reduced
756
Closed
66
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HGA
2001
Hobbs Group Advisors
South Carolina
$54.5K +$34.3K +173 +170%
OC
2002
Oarsman Capital
Wisconsin
$53.5K +$53.5K +270 New
VWA
2003
Valued Wealth Advisors
Utah
$53.4K +$30.5K +153 +133%
DP
2004
Denver PWM
Colorado
$52.7K
ANBT
2005
American National Bank & Trust
Texas
$52.3K
APW
2006
Atlantic Private Wealth
North Carolina
$52.1K -$6.74K -34 -11%
CAC
2007
Core Alternative Capital
Georgia
$51.7K
MBFW
2008
Morton Brown Family Wealth
Pennsylvania
$51.2K +$44.5K +225 +662%
DWA
2009
Dougherty Wealth Advisers
Minnesota
$49.5K
VWM
2010
Valley Wealth Managers
New Jersey
$48.5K
SVCP
2011
Silicon Valley Capital Partners
California
$48.4K -$8.11K -41 -14%
HC
2012
Hara Capital
Washington
$48.3K +$48.3K +244 New
DWM
2013
Dogwood Wealth Management
Kansas
$48.1K
HWM
2014
Horizons Wealth Management
North Carolina
$44K
SN
2015
Sittner & Nelson
Oregon
$42.4K -$7.13K -36 -14%
BHWM
2016
Beaird Harris Wealth Management
Texas
$41.4K
CIAS
2017
CBIZ Investment Advisory Services
Ohio
$41.2K
GTAM
2018
Global Trust Asset Management
Florida
$39.8K
CMA
2019
Cedar Mountain Advisors
Oregon
$39.2K
NECFA
2020
New England Capital Financial Advisors
Connecticut
$38K
GSEP
2021
Golden State Equity Partners
California
$37.8K +$37.8K +191 New
FAM
2022
Flaharty Asset Management
Florida
$37.6K +$37.6K +190 New
HWM
2023
HighMark Wealth Management
Minnesota
$36.1K -$397 -2 -1%
TIM
2024
Thompson Investment Management
Wisconsin
$34.7K
FIA
2025
FPC Investment Advisory
California
$33.6K