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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,088 hedge funds and large institutions have $38.1B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 843 increasing their positions, 756 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,088
Holders Change
+46
Holders Change %
+2.25%
% of All Funds
30.2%
Holding in Top 10
244
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.55%
% of All Funds
3.53%
New
138
Increased
843
Reduced
756
Closed
66
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M

Top Buyers

1
HCM
Howard Capital Management
Georgia
+$237M
2
3AM
3EDGE Asset Management
Florida
+$96M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$82.6M
4
CWM
Congress Wealth Management
Massachusetts
+$64.5M
5
LPL Financial
LPL Financial
California
+$62.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$1.73B
2
Charles Schwab
Charles Schwab
California
-$115M
3
Bank of America
Bank of America
North Carolina
-$103M
4
Wells Fargo
Wells Fargo
California
-$98M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
Flagship Harbor Advisors
Massachusetts
$17.2M +$17.2M +86,722 New
CW
227
CreativeOne Wealth
Kansas
$17M +$708K +3,576 +4%
MWA
228
Martel Wealth Advisors
Washington
$17M -$136K -691 -0.8%
CWA
229
CM Wealth Advisors
Ohio
$17M +$10.4M +52,612 +159%
KWM
230
Kingsview Wealth Management
Oregon
$16.8M +$48.3K +244 +0.3%
CFG
231
Citizens Financial Group
Rhode Island
$16.7M +$1.96M +9,838 +13%
LA
232
LM Advisors
California
$16.6M -$342K -1,754 -2%
BIAS
233
Beacon Investment Advisory Services
New Jersey
$16.6M +$1.48M +7,493 +10%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$16.5M +$72.3K +365 +0.4%
AP
235
Americana Partners
Texas
$16.4M +$3.09M +15,586 +23%
JMFC
236
J.M. Forbes & Co
Massachusetts
$16.4M -$16.4K -83 -0.1%
OBWG
237
Onyx Bridge Wealth Group
New York
$16.3M +$61K +308 +0.4%
HSG
238
Helen Stephens Group
Texas
$16.2M +$577K +2,913 +4%
HAFS
239
Hapanowicz & Associates Financial Services
Pennsylvania
$16M +$374K +1,888 +2%
CRC
240
Curi RMB Capital
Illinois
$15.9M -$401K -2,025 -2%
RC
241
Rovin Capital
Arizona
$15.7M +$1.61M +8,111 +11%
RIL
242
Rothschild Investment LLC
Illinois
$15.7M +$381K +1,926 +2%
JWBC
243
J.W. Burns & Co
New York
$15.7M +$795K +4,013 +5%
VVP
244
Venture Visionary Partners
Ohio
$15.7M +$978K +4,939 +7%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$15.7M -$1.35M -6,806 -8%
MFG
246
Mosaic Financial Group
Illinois
$15.7M -$113K -573 -0.7%
AMG
247
Asset Management Group
Connecticut
$15.6M -$281K -1,418 -2%
HSA
248
HBK Sorce Advisory
Pennsylvania
$15.5M -$495K -2,497 -3%
ERFOTCOFW
249
Employees Retirement Fund of the City of Fort Worth
Texas
$15.5M – – –
DBRC
250
D.B. Root & Company
Pennsylvania
$15.4M +$1.17M +5,905 +8%
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