VIG icon

Vanguard Dividend Appreciation ETF

1,679 hedge funds and large institutions have $25.8B invested in Vanguard Dividend Appreciation ETF in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 711 increasing their positions, 578 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
-34
Holders Change %
-1.98%
% of All Funds
28.39%
Holding in Top 10
237
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.72%
% of All Funds
4.01%
New
83
Increased
711
Reduced
578
Closed
95
Calls
$136M
Puts
$111M
Net Calls
+$25M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
201
Brio Consultants
California
$14.4M -$34.3M -239,186 -70%
JSL
202
JT Stratford LLC
Georgia
$14.4M -$2.27M -15,800 -14%
Bank of Nova Scotia
203
Bank of Nova Scotia
Ontario, Canada
$14.3M -$7.17M -50,000 -33%
JGIA
204
Jackson Grant Investment Advisers
Connecticut
$14.3M +$11.5K +80 +0.1%
EW
205
Evoke Wealth
California
$14.2M +$1.14M +7,940 +9%
CFS
206
CRA Financial Services
New Jersey
$14.1M +$116K +806 +0.8%
ECM
207
Evergreen Capital Management
Washington
$14M -$292K -2,033 -2%
HI
208
Human Investing
Oregon
$13.8M -$110K -765 -0.8%
AWA
209
Arete Wealth Advisors
Illinois
$13.8M +$2.36M +45,683 +21%
FWP
210
FAS Wealth Partners
Kansas
$13.6M +$265K +1,845 +2%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$13.4M +$4.59K +32 +0%
FHA
212
Flagship Harbor Advisors
Massachusetts
$13.3M +$110K +769 +0.8%
PD
213
Planning Directions
Pennsylvania
$13.3M -$634K -4,417 -5%
MI
214
Mercer Investments
Massachusetts
$13.3M -$809K -5,636 -6%
IFA
215
Interactive Financial Advisors
Illinois
$13.2M +$594K +4,081 +5%
AWM
216
AE Wealth Management
Kansas
$13.2M -$2.67M -18,611 -17%
OIA
217
OneDigital Investment Advisors
Kansas
$13M +$9.07M +63,205 +230%
GC
218
Gibson Capital
Pennsylvania
$13M -$326K -2,273 -2%
CFP
219
Cypress Financial Planning
New Jersey
$13M +$13M +90,447 New
Two Sigma Advisers
220
Two Sigma Advisers
New York
$12.9M +$1.97M +13,700 +18%
BFAG
221
Blackston Financial Advisory Group
Florida
$12.9M +$1.35M +9,264 +12%
KWM
222
Kingsview Wealth Management
Oregon
$12.7M -$884K -6,164 -6%
NW
223
NewEdge Wealth
Pennsylvania
$12.7M +$54.9K +383 +0.4%
AA
224
Addison Advisors
Vermont
$12.6M +$293K +2,041 +2%
ANTB
225
AMG National Trust Bank
Colorado
$12.5M -$399K -2,747 -3%