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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 %
SC
326
Swan Capital
Florida
$11.5M +$3.61M +18,243 +46%
OC
327
Oppenheimer & Co
New York
$11.5M +$690K +3,485 +6%
AWP
328
Accretive Wealth Partners
New Jersey
$11.5M -$415K -2,095 -3%
SWM
329
Segment Wealth Management
Texas
$11.5M -$784K -3,957 -6%
SWA
330
Stratos Wealth Advisors
Ohio
$11.5M -$47.9K -242 -0.4%
MFG
331
Merit Financial Group
Georgia
$11.4M -$1.57M -7,942 -12%
Qube Research & Technologies (QRT)
332
Qube Research & Technologies (QRT)
United Kingdom
$11.3M -$9.03M -45,572 -44%
SFS
333
Security Financial Services
Indiana
$11.3M +$685K +3,460 +6%
JIC
334
Johnson Investment Counsel
Ohio
$11.3M +$530K +2,677 +5%
WTC
335
WhitTier Trust Company
Nevada
$11.2M +$2.22M +11,217 +25%
LIA
336
LS Investment Advisors
Michigan
$11.2M +$311K +1,570 +3%
WLIM
337
White Lighthouse Investment Management
Massachusetts
$11.1M -$20.6K -104 -0.2%
UB
338
UMB Bank
Missouri
$11M +$79.4K +401 +0.7%
KC
339
Kades & Cheifetz
Pennsylvania
$11M +$1.09M +5,499 +11%
MAG
340
M3 Advisory Group
Massachusetts
$10.9M +$129K +649 +1%
EWM
341
Evergreen Wealth Management
Michigan
$10.8M +$1.86M +9,413 +21%
MWM
342
Mascoma Wealth Management
New Hampshire
$10.8M +$8.73M +44,071 +424%
SWA
343
Strategies Wealth Advisors
Michigan
$10.8M -$61.6K -311 -0.6%
WP
344
WealthShield Partners
North Carolina
$10.8M +$2.24M +11,264 +26%
GWM
345
Global Wealth Management
New Jersey
$10.8M +$10.8M +54,304 New
WA1
346
Wimmer Associates 1
California
$10.7M -$245K -1,236 -2%
SEIA
347
Signature Estate & Investment Advisors
California
$10.6M +$108K +543 +1%
SCM
348
Sebold Capital Management
Illinois
$10.6M -$329K -1,660 -3%
ICMP
349
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.6M -$278K -1,403 -3%
CIA
350
Capital Investment Advisors
Georgia
$10.6M +$496K +2,506 +5%
12 13
14
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