VIG icon

Vanguard Dividend Appreciation ETF

1,436 hedge funds and large institutions have $23.7B invested in Vanguard Dividend Appreciation ETF in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 581 increasing their positions, 529 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+30
Holders Change %
+2.13%
% of All Funds
25.29%
Holding in Top 10
216
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.82%
% of All Funds
3.8%
New
105
Increased
581
Reduced
529
Closed
60
Calls
$43.3M
Puts
$36.3M
Net Calls
+$7.03M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CPFP
201
Clear Perspectives Financial Planning
Ohio
$12.8M -$297K -2,019 -2%
EPWM
202
Essex Private Wealth Management
Massachusetts
$12.7M +$1.01M +6,893 +9%
OPCM
203
Osborne Partners Capital Management
California
$12.7M -$1.23M -8,372 -9%
HSA
204
HBK Sorce Advisory
Pennsylvania
$12.6M -$490K -3,333 -4%
KCM
205
Karp Capital Management
California
$12.6M +$1.04M +7,083 +9%
EVM
206
Eaton Vance Management
Massachusetts
$12.6M -$3.88M -26,364 -24%
SC
207
Scotia Capital
Ontario, Canada
$12.6M -$229K -1,559 -2%
JFA
208
Johanson Financial Advisors
California
$12.5M +$233K +1,546 +2%
FC
209
Fusion Capital
South Carolina
$12.5M +$495K +3,363 +4%
Northern Trust
210
Northern Trust
Illinois
$12.3M -$1M -6,825 -8%
HW
211
Hamilton Wealth
California
$12.3M +$30.3K +206 +0.2%
ACM
212
Allred Capital Management
Texas
$12.3M +$206K +1,400 +2%
CAM
213
Cozad Asset Management
Illinois
$12.2M +$247K +1,677 +2%
FHA
214
Flagship Harbor Advisors
Massachusetts
$12.2M +$800K +5,438 +7%
BMCM
215
Bryn Mawr Capital Management
Pennsylvania
$12.1M -$1.33M -9,063 -10%
FFWA
216
FRG Family Wealth Advisors
Washington
$12.1M -$568K -3,864 -4%
PIMG
217
Patriot Investment Management Group
Tennessee
$12.1M +$3M +20,392 +33%
LWP
218
Legacy Wealth Partners
California
$12.1M +$8.51M +57,866 +237%
KWM
219
Kingsview Wealth Management
Oregon
$12.1M +$1.26M +8,475 +12%
WT
220
Whittier Trust
California
$11.7M -$47.7K -324 -0.4%
ANTB
221
AMG National Trust Bank
Colorado
$11.7M +$2.57M +17,492 +28%
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$11.7M +$99.3K +675 +0.9%
RC
223
Rovin Capital
Arizona
$11.6M -$18.2M -123,763 -61%
MA
224
MJP Associates
Connecticut
$11.4M -$12.3M -83,831 -52%
ACP
225
Ashfield Capital Partners
California
$11.4M -$73.5K -500 -0.6%