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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 %
FBB
426
Fulton Breakefield Broenniman
Maryland
$8.39M +$802K +4,047 +11%
WPWM
427
Western Pacific Wealth Management
Illinois
$8.36M +$75.3K +380 +0.9%
VWM
428
Vigilare Wealth Management
Arizona
$8.36M -$1.16M -5,872 -12%
Envestnet Portfolio Solutions
429
Envestnet Portfolio Solutions
Illinois
$8.32M +$458K +2,312 +6%
WPWM
430
Windward Private Wealth Management
Kansas
$8.32M -$396K -2,000 -5%
AWM
431
Aberdeen Wealth Management
Illinois
$8.31M +$508K +2,566 +7%
CFO
432
CVA Family Office
Colorado
$8.3M +$1.78K +9 +0%
NP
433
NorthRock Partners
Minnesota
$8.27M -$186K -936 -2%
PFA
434
Pathway Financial Advisors
Vermont
$8.18M +$396 +2 +0%
MC
435
Moors & Cabot
Massachusetts
$8.09M -$219K -1,106 -3%
CFP
436
Cypress Financial Planning
New Jersey
$8.04M -$390K -1,967 -5%
FPAS
437
Focus Partners Advisor Solutions
Missouri
$8.04M -$32.5K -164 -0.4%
NG
438
Northstar Group
New York
$8.03M +$98.8K +499 +1%
NL
439
NWAM LLC
Washington
$8.01M +$8.01M +40,423 New
KCPG
440
Kavar Capital Partners Group
Kansas
$7.96M -$50.3K -254 -0.6%
LNB
441
Ledyard National Bank
$7.95M -$300K -1,514 -4%
Bessemer Group
442
Bessemer Group
New Jersey
$7.91M +$1.07M +5,420 +16%
PFA
443
Plotkin Financial Advisors
Maryland
$7.86M -$36.2K -183 -0.5%
AWM
444
AE Wealth Management
Kansas
$7.84M +$1.45M +7,345 +23%
IWC
445
Integrated Wealth Concepts
Massachusetts
$7.76M +$190K +957 +3%
LGWM
446
Litman Gregory Wealth Management
California
$7.73M – – –
BBHC
447
Brown Brothers Harriman & Co
New York
$7.72M +$3.93M +19,838 +104%
MFS
448
McNamara Financial Services
Massachusetts
$7.67M -$93.9K -474 -1%
SPC
449
Sigma Planning Corp
Michigan
$7.66M +$45.2K +228 +0.6%
PCG
450
Prosperity Consulting Group
Maryland
$7.63M +$1.85M +9,320 +32%
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