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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 %
HNB
451
Huntington National Bank
Ohio
$7.6M -$6.89M – –
WANY
452
Wealthspire Advisors (New York)
New York
$7.59M +$884K +4,462 +13%
Koshinski Asset Management
453
Koshinski Asset Management
Illinois
$7.56M +$278K +1,402 +4%
VAS
454
Vestmark Advisory Solutions
Massachusetts
$7.5M +$720K +3,633 +11%
WWWM
455
White Wing Wealth Management
Texas
$7.5M +$502K +2,536 +7%
FL
456
FreeGulliver LLC
Louisiana
$7.47M -$398K -2,012 -5%
AWA
457
Arete Wealth Advisors
Illinois
$7.46M +$1.25M +6,322 +20%
IWP
458
IAG Wealth Partners
Wisconsin
$7.45M -$401K -2,026 -5%
Two Sigma Advisers
459
Two Sigma Advisers
New York
$7.43M -$297K -1,500 -4%
PFP
460
Pinnacle Financial Partners
Tennessee
$7.41M +$1.69M +8,510 +29%
RMAM
461
Raab & Moskowitz Asset Management
New Jersey
$7.31M -$97.4K -492 -1%
CA
462
Cambridge Advisors
Nebraska
$7.27M -$115K -582 -2%
BCWM
463
Bartlett & Co Wealth Management
Ohio
$7.23M +$106K +534 +1%
CB
464
Chris Bulman
California
$7.23M -$412K -2,082 -5%
LWL
465
Leo Wealth LLC
Texas
$7.22M -$117K -592 -2%
PSP
466
Principal Street Partners
Tennessee
$7.19M +$3.56M +19,476 +98%
DI
467
DAGCO Inc
Ohio
$7.17M +$254K +1,281 +4%
HCM
468
Hollencrest Capital Management
California
$7.11M +$52.5K +265 +0.7%
HWMG
469
Hurlow Wealth Management Group
Indiana
$7.05M -$184K -930 -3%
VP
470
Verum Partners
North Carolina
$7.05M -$565K -2,855 -7%
FFA
471
Farther Finance Advisors
California
$7.05M +$1.35M +6,811 +24%
WCG
472
Weaver Consulting Group
California
$7.04M -$12.1K -61 -0.2%
GLA
473
Good Life Advisors
Pennsylvania
$6.95M +$19K +96 +0.3%
MWM
474
Meridian Wealth Management
Kentucky
$6.91M +$6.91M +34,910 New
ODA
475
One Degree Advisors
California
$6.91M -$69K -350 -1%
17 18
19
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