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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 %
PD
251
Planning Directions
Pennsylvania
$15.4M -$403K -2,035 -3%
HNWAG
252
High Net Worth Advisory Group
Florida
$15.3M +$16.2K +82 +0.1%
FIC
253
Family Investment Center
Missouri
$15.3M -$145K -734 -0.9%
SC
254
Syon Capital
California
$15.2M -$104K -527 -0.7%
AP
255
Advisors Preferred
Maryland
$15.2M +$3.45M +17,493 +29%
FFWA
256
FRG Family Wealth Advisors
Washington
$15.2M -$227K -1,145 -1%
GIA
257
Gladstone Institutional Advisory
Florida
$15.1M +$13.4M +67,751 +779%
AF
258
Amara Financial
California
$15.1M +$15.1M +76,125 New
MSFS
259
Main Street Financial Solutions
Pennsylvania
$15M +$365K +1,841 +2%
AGC
260
Aspen Grove Capital
Colorado
$14.9M +$16.3K +82 +0.1%
MMA
261
Miracle Mile Advisors
California
$14.9M -$476K -2,402 -3%
GC
262
Garde Capital
Washington
$14.8M – – –
BNP Paribas Financial Markets
263
BNP Paribas Financial Markets
France
$14.8M +$14M +70,462 +1,718%
CIA
264
Concurrent Investment Advisors
Florida
$14.7M +$2.19M +11,039 +17%
CAM
265
Cozad Asset Management
Illinois
$14.5M -$2.14M -10,816 -13%
PCMN
266
Paradigm Capital Management (Nevada)
Nevada
$14.3M +$14.3M +72,416 New
OHIS
267
Oak Harvest Investment Services
Texas
$14.3M -$337K -1,701 -2%
BMCM
268
Bryn Mawr Capital Management
Pennsylvania
$14M -$247K -1,249 -2%
WAG
269
Wheelhouse Advisory Group
Missouri
$13.8M +$480K +2,423 +4%
WT
270
Whittier Trust
California
$13.7M -$134K -678 -1%
JPG
271
Jordan Park Group
California
$13.7M +$1.37M +6,910 +11%
RIA
272
Regal Investment Advisors
Michigan
$13.7M +$224K +1,130 +2%
ECM
273
Evergreen Capital Management
Washington
$13.7M +$437K +2,197 +3%
PWW
274
Pettyjohn Wood & White
Virginia
$13.5M -$139K -704 -1%
RJT
275
Raymond James Trust
Florida
$13.5M +$1.2M +6,062 +10%
9 10
11
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