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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 %
CCB
351
Country Club Bank
Missouri
$10.5M -$125K -634 -1%
SFC
352
Strategic Financial Concepts
Texas
$10.5M -$1.73B -8,722,055 -99%
IA
353
IFP Advisors
Florida
$10.5M -$1.59M -8,003 -13%
SCA
354
Sandy Cove Advisors
Massachusetts
$10.4M -$539K -2,720 -5%
LFAS
355
Level Four Advisory Services
Texas
$10.4M -$128K -657 -1%
MWP
356
MYCIO Wealth Partners
Pennsylvania
$10.4M +$126K +635 +1%
TNB
357
Thomasville National Bank
Georgia
$10.4M -$105K -532 -1%
CAG
358
Crestwood Advisors Group
Massachusetts
$10.3M -$42.2K -213 -0.4%
SB
359
Strategic Blueprint
Georgia
$10.2M +$1.29M +6,501 +14%
BIA
360
Bigelow Investment Advisors
Maine
$10.2M -$100K -507 -1%
CIA
361
Choate Investment Advisors
Massachusetts
$10.2M -$202K -1,019 -2%
BRWA
362
B. Riley Wealth Advisors
Florida
$10.2M -$3.49M -17,607 -25%
TWC
363
TD Waterhouse Canada
Ontario, Canada
$10.2M +$1.43M +7,291 +16%
Mirae Asset Global Investments
364
Mirae Asset Global Investments
South Korea
$10.2M +$4.97M +25,169 +95%
FMWA
365
Forvis Mazars Wealth Advisors
Missouri
$10.1M -$312K -1,574 -3%
SFA
366
Souders Financial Advisors
Ohio
$10.1M +$101K +512 +1%
HI
367
Harbour Investments
Wisconsin
$10M -$1.79M -9,024 -15%
PWM
368
Prentice Wealth Management
New York
$9.98M -$146K -739 -1%
BFG
369
Beacon Financial Group
Texas
$9.97M -$347K -1,750 -3%
GWMR
370
GC Wealth Management RIA
Massachusetts
$9.94M -$240K -1,210 -2%
IA
371
IFG Advisory
Georgia
$9.92M +$276K +1,396 +3%
SFP
372
Sandbox Financial Partners
Maryland
$9.92M -$192K -970 -2%
BFO
373
Boston Family Office
Massachusetts
$9.91M -$12.9K -65 -0.1%
IWM
374
IHT Wealth Management
Illinois
$9.88M +$2.82M +14,287 +40%
CPWA
375
Cerro Pacific Wealth Advisors
California
$9.85M +$112K +611 +1%
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15
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