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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 %
ACI
401
Alpha Cubed Investments
California
$9.09M -$240K -1,213 -3%
GJWM
402
Gilliland Jeter Wealth Management
Arkansas
$9.07M +$349K +1,760 +4%
SC
403
Savant Capital
Illinois
$9.06M -$57.2K -289 -0.6%
PGFC
404
Peapack-Gladstone Financial Corp
New Jersey
$9.05M +$177K +895 +2%
PFS
405
Prospera Financial Services
Texas
$9.01M +$1.21M +6,122 +16%
CFA
406
CWS Financial Advisors
Michigan
$9M +$711K +3,592 +9%
DCM
407
Donaldson Capital Management
Indiana
$8.98M -$55.3K -279 -0.6%
WIC
408
Woodmont Investment Counsel
Tennessee
$8.96M -$76.1K -384 -0.8%
CFP
409
Cascade Financial Partners
California
$8.86M -$36.5K -183 -0.4%
WF
410
Warner Financial
Maryland
$8.85M +$19.4K +98 +0.2%
JFG
411
Jefferies Financial Group
New York
$8.71M +$20.2K +102 +0.2%
GSIAS
412
Garden State Investment Advisory Services
New Jersey
$8.66M +$59K +296 +0.7%
CIA
413
Compass Ion Advisors
Pennsylvania
$8.61M +$15.6K +79 +0.2%
BFS
414
Bradley Foster & Sargent
Connecticut
$8.61M +$281K +1,418 +3%
KL
415
KWMG LLC
Kansas
$8.59M -$8.91K -45 -0.1%
CFA
416
Capstone Financial Advisors
Illinois
$8.58M +$136K +687 +2%
YWM
417
Yoder Wealth Management
California
$8.57M -$72.9K -368 -0.8%
AIM
418
Allen Investment Management
New York
$8.52M – – –
FTWA
419
Fifth Third Wealth Advisors
Ohio
$8.5M +$6.96M +35,127 +450%
TFCP
420
Twin Focus Capital Partners
Massachusetts
$8.49M -$2.58K -13 -0%
SCM
421
Spreng Capital Management
Ohio
$8.46M +$4.22M +21,318 +100%
KFS
422
Kaizen Financial Strategies
California
$8.46M -$446K -2,254 -5%
NPI
423
New Perspectives Inc
Mississippi
$8.42M -$57.4K -290 -0.7%
SCA
424
Stokes Capital Advisors
South Carolina
$8.41M -$382K -1,931 -4%
FAIM
425
Financial Advocates Investment Management
Washington
$8.4M +$1.03M +5,196 +14%
15 16
17
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