VDADX
Vanguard Dividend Appreciation Index Fund Admiral Shares
1W: -1.4%
1M: -3.4%
3M: -2.3%
YTD: +5.8%
1Y: +7.7%
3Y: +55.9%
5Y: +59.1%
$63.77
+0.40 (+0.63%)
Weekly Expected Move ±1.2%
$62
$63
$63
$64
$65
Institutional Ownership — VDADX
4
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
3
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC NEW | 7,414 | 473K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Ethos Financial Group, LLC | 3,515 | 224K | -71 | -2.0% | 4Q | SEC ↗ |
| 3 | Dempze Nancy E NEW | 3,254 | 208K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Financial Gravity Companies, Inc. NEW | 643 | 41K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Financial Gravity Asset Management, In | 641 | 41K | -263 | -29.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 7,414 | 473K |
| Dempze Nancy E | 3,254 | 208K |
| Financial Gravity Companies, Inc. | 643 | 41K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Financial Gravity Asset Management, | -263 | -29.1% | 641 |
| Ethos Financial Group, LLC | -71 | -2.0% | 3,515 |