VDIG Institutional Ownership
Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETF
1W: -1.0%
1M: -1.9%
YTD: -2.9%
$62.27
+0.37 (+0.60%)
Weekly Expected Move ±1.3%
$61
$61
$62
$63
$64
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VDIG
13
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
7
New Positions
5
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors | 25,733 | 2M | +246 | +1.0% | 2Q | SEC ↗ |
| 2 | WARNER FINANCIAL, INC NEW | 11,308 | 704K | — | +0.0% | 1Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC NEW | 9,476 | 590K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Essex Financial Services, Inc. | 9,095 | 566K | +5,170 | +131.7% | 2Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 5,229 | 326K | +2,250 | +75.5% | 3Q | SEC ↗ |
| 6 | Fiduciary Alliance LLC | 5,184 | 323K | +684 | +15.2% | 2Q | SEC ↗ |
| 7 | AQR CAPITAL MANAGEMENT LLC NEW | 4,025 | 251K | — | +0.0% | 1Q | SEC ↗ |
| 8 | IMA Advisory Services, Inc. NEW | 1,000 | 62K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Ancora Advisors LLC | 955 | 59K | +495 | +107.6% | 3Q | SEC ↗ |
| 10 | HARBOR INVESTMENT ADVISORY, LLC NEW | 400 | 25K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Allied Private Wealth LLC NEW | 12 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 12 | VANGUARD ADVISERS INC NEW | 6 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 13 | SILVERLAKE WEALTH MANAGEMENT LLC | 0 | 0K | -3,790 | -100.0% | 1Q | SEC ↗ |
| 14 | Stokes Capital Advisors, LLC | 0 | 0K | -4,006 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| WARNER FINANCIAL, INC | 11,308 | 704K |
| CITADEL ADVISORS LLC | 9,476 | 590K |
| AQR CAPITAL MANAGEMENT LLC | 4,025 | 251K |
| IMA Advisory Services, Inc. | 1,000 | 62K |
| HARBOR INVESTMENT ADVISORY, LLC | 400 | 25K |
| Allied Private Wealth LLC | 12 | 1K |
| VANGUARD ADVISERS INC | 6 | 0K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Stokes Capital Advisors, LLC | 4,006 | 249K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 3,790 | 236K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Essex Financial Services, Inc. | +5,170 | +131.7% | 9,095 |
| OSAIC HOLDINGS, INC. | +2,250 | +75.5% | 5,229 |
| Fiduciary Alliance LLC | +684 | +15.2% | 5,184 |
| Ancora Advisors LLC | +495 | +107.6% | 955 |
| Cambridge Investment Research Advis | +246 | +1.0% | 25,733 |
Biggest Decreases (0)
None.