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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 %
ONB
301
Old National Bancorp
Indiana
$12.2M -$25.7K -130 -0.2%
LIM
302
Leavell Investment Management
Alabama
$12.2M +$151K +760 +1%
CCAM
303
Cascades Capital Asset Management
North Carolina
$12.2M +$12.2M +61,452 New
PA
304
Parallel Advisors
California
$12.2M +$245K +1,236 +2%
CCG
305
Chatham Capital Group
Georgia
$12.1M -$24.8K -125 -0.2%
FLPIM
306
F.L. Putnam Investment Management
Massachusetts
$12.1M +$361K +1,831 +3%
MWM
307
Mission Wealth Management
California
$12.1M -$50.7K -256 -0.4%
CA
308
Cornerstone Advisory
Maryland
$12.1M +$746K +3,765 +7%
ACM
309
Allred Capital Management
Texas
$12.1M +$3.17K +16 +0%
TCA
310
Transcend Capital Advisors
New Jersey
$12M -$11.9K -60 -0.1%
MCM
311
Mendel Capital Management
Arkansas
$12M -$69.5K -351 -0.6%
AA
312
Ancora Advisors
Ohio
$12M +$185K +935 +2%
ACS
313
Archford Capital Strategies
Illinois
$11.9M +$308K +1,530 +3%
GRP
314
Global Retirement Partners
California
$11.9M +$47.7K +241 +0.4%
SI
315
SimpliFi Inc
California
$11.9M -$638K -3,223 -5%
IFA
316
Interactive Financial Advisors
Illinois
$11.9M -$97.8K -494 -0.8%
BCI
317
Brinker Capital Investments
Pennsylvania
$11.8M +$8.56M +43,198 +266%
OPS
318
Orion Portfolio Solutions
Nebraska
$11.8M +$8.56M +43,198 +266%
AAS
319
Ameritas Advisory Services
Nebraska
$11.8M -$11.4M -57,378 -49%
UCFA
320
United Capital Financial Advisors
Texas
$11.7M -$205K -1,035 -2%
EFS
321
Essex Financial Services
Connecticut
$11.7M -$1.34M -6,715 -10%
IIA
322
Integral Investment Advisors
California
$11.7M +$929K +4,688 +9%
RCAG
323
Rehmann Capital Advisory Group
Michigan
$11.7M -$118K -597 -1%
WT
324
Washington Trust
Rhode Island
$11.6M +$723K +3,650 +7%
DWP
325
Destiny Wealth Partners
Florida
$11.5M -$191K -962 -2%
11 12
13
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