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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,089 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, 844 increasing their positions, 756 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,089
Holders Change
+46
Holders Change %
+2.25%
% of All Funds
30.21%
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
844
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 %
CWM
276
Circle Wealth Management
New Jersey
$13.4M +$852K +4,300 +7%
PIMG
277
Patriot Investment Management Group
Tennessee
$13.3M -$81.4K -411 -0.6%
JWA
278
JFS Wealth Advisors
Pennsylvania
$13.2M +$12.2M +61,668 +1,220%
HWA
279
HHM Wealth Advisors
Tennessee
$13.2M -$569K -2,875 -4%
VWA
280
Visionary Wealth Advisors
Illinois
$13.2M -$328K -1,658 -2%
JAG
281
Journey Advisory Group
Kentucky
$13.2M -$122K -670 -0.9%
KP
282
Kitching Partners
Pennsylvania
$13M +$1.04M +5,257 +9%
DWM
283
Dakota Wealth Management
Florida
$13M -$99.8K -504 -0.8%
ZB
284
Zions Bancorporation
Utah
$12.9M -$2.41M -12,179 -16%
PWM
285
Perigon Wealth Management
California
$12.9M +$12.9M +64,955 New
GVAG
286
Great Valley Advisor Group
Delaware
$12.9M +$143K +721 +1%
MG
287
Mather Group
Illinois
$12.8M -$5.56M -28,086 -30%
MOS
288
MGO One Seven
Ohio
$12.8M +$125K +633 +1%
ACA
289
Aptus Capital Advisors
Alabama
$12.8M +$2.23M +11,269 +21%
BFAG
290
Blackston Financial Advisory Group
Florida
$12.7M -$260K -1,313 -2%
KPWS
291
Kestra Private Wealth Services
Texas
$12.5M -$34.1K -172 -0.3%
FHC
292
First Heartland Consultants
Missouri
$12.5M +$693K +3,499 +6%
SC
293
SouthState Corp
Florida
$12.5M +$1.45M +7,325 +13%
AC
294
Apella Capital
Connecticut
$12.5M -$221K -1,122 -2%
MWA
295
Meridian Wealth Advisors
Texas
$12.5M -$762K -3,849 -6%
TF
296
Trek Financial
Arizona
$12.5M +$9.11M +45,994 +272%
Natixis Advisors
297
Natixis Advisors
Massachusetts
$12.4M +$984K +4,966 +9%
TWP
298
Tyche Wealth Partners
Texas
$12.3M +$366K +1,850 +3%
KDA
299
Kraft Davis & Associates
Missouri
$12.3M +$243K +1,248 +2%
MWA
300
Motive Wealth Advisors
Michigan
$12.3M – – –
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