We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

911 hedge funds and large institutions have $11.2B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 300 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 25

157% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $7.69M

17% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 300

15% more capital invested

Capital invested by funds: $9.77B → $11.2B (+$1.44B)

6% more funds holding

Funds holding: 857911 (+54)

3% more funds holding in top 10

Funds holding in top 10: 9699 (+3)

0.68% more ownership

Funds ownership: 38.78%39.46% (+0.68%)

Holders
911
Holders Change
+54
Holders Change %
+6.3%
% of All Funds
20.83%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.26%
New
83
Increased
350
Reduced
300
Closed
25
Calls
$19.8M
Puts
$7.69M
Net Calls
+$12.1M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.75B +$11.6M +107,602 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$734M +$25.4M +236,358 +4%
W
3
Wealthfront
California
$651M +$10.4M +96,309 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$512M +$13.4M +124,287 +3%
CSIA
5
Charles Schwab Investment Advisory
California
$509M +$178M +1,657,586 +56%
UBS Group
6
UBS Group
Switzerland
$471M +$9.76M +90,812 +2%
Wells Fargo
7
Wells Fargo
California
$320M +$8.46M +78,701 +3%
LPL Financial
8
LPL Financial
California
$272M +$14.7M +137,163 +6%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M -$14.2M -131,695 -6%
HB
10
Homrich & Berg
Georgia
$230M +$3.65M +33,979 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$221M -$10.4M -96,704 -5%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$197M -$50.6M -470,726 -21%
Ameriprise
13
Ameriprise
Minnesota
$172M +$4.62M +43,019 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$167M -$8.69M -80,843 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$157M +$6.98M +64,974 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$106M +$7.62M +70,890 +8%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$106M +$1.13M +10,547 +1%
William Blair & Company
18
William Blair & Company
Illinois
$98.1M +$141K +1,314 +0.1%
CWM
19
Cornerstone Wealth Management
Missouri
$98M -$28.7M -266,798 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$83.4M +$7.17M +66,745 +10%
SHCM
21
Stokes & Hubbell Capital Management
Louisiana
$80.7M +$2.12M +19,687 +3%
JP Morgan Chase
22
JP Morgan Chase
New York
$79.8M +$949K +8,828 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$78.2M -$6.44M -59,876 -8%
RJA
24
Raymond James & Associates
Florida
$78.1M +$3.36M +31,219 +5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$76.5M -$478K -4,451 -0.6%