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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 %
WFA
376
West Financial Advisors
Iowa
$9.83M -$52.9K -267 -0.5%
SWA
377
Safir Wealth Advisors
New Hampshire
$9.8M +$43.6K +220 +0.4%
PWM
378
Peterson Wealth Management
Nevada
$9.79M -$2.28M -11,487 -19%
FHA
379
First Horizon Advisors
Tennessee
$9.67M -$100K -506 -1%
BC
380
Brio Consultants
California
$9.64M -$595K -3,004 -6%
GWSA
381
Global Wealth Strategies & Associates
Colorado
$9.53M +$437K +2,206 +5%
NSIM
382
North Star Investment Management
Illinois
$9.53M -$198K -999 -2%
AF
383
Apollon Financial
South Carolina
$9.52M +$1.68M +8,501 +21%
HWA
384
Heritage Wealth Advisors
Virginia
$9.49M -$98.8K -499 -1%
AWMT
385
AAFMAA Wealth Management & Trust
North Carolina
$9.48M +$9.48M +47,877 New
MGIA
386
Moneta Group Investment Advisors
Missouri
$9.45M -$107K -539 -1%
CAL
387
Capital Analysts LLC
Pennsylvania
$9.33M +$226K +1,139 +2%
CWA
388
Cascade Wealth Advisors
Washington
$9.33M +$59.4K +300 +0.6%
PC
389
Pecaut & Co
Iowa
$9.28M +$676K +3,411 +8%
OCM
390
Orion Capital Management
California
$9.28M -$28.9K -146 -0.3%
1WA
391
180 Wealth Advisors
Washington
$9.26M -$37.8K -191 -0.4%
WP
392
Wealthspan Partners
Iowa
$9.24M -$207K -1,044 -2%
FP
393
Financial Perspectives
Minnesota
$9.23M +$555K +2,800 +6%
BFM
394
Boston Financial Management
Massachusetts
$9.22M +$48.3K +244 +0.5%
SFI
395
SPC Financial Inc
Maryland
$9.2M -$282K -1,425 -3%
OPCM
396
Osborne Partners Capital Management
California
$9.19M +$37K +187 +0.4%
BCA
397
Bay Colony Advisors
Massachusetts
$9.18M -$90.7K -458 -1%
SFM
398
Signet Financial Management
New Jersey
$9.14M -$156K -787 -2%
RWA
399
Rooted Wealth Advisors
Illinois
$9.14M +$1.39M +7,121 +18%
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.09M -$2.08M -10,475 -19%
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