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Vanguard Dividend Appreciation ETF
VIG

2,101 hedge funds and large institutions have $38.2B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 848 increasing their positions, 760 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 67

44% more call options, than puts

Call options by funds: $110M | Put options by funds: $76.9M

12% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 760

10% more capital invested

Capital invested by funds: $34.6B → $38.2B (+$3.6B)

7% more funds holding in top 10

Funds holding in top 10: 230 → 245 (+15)

2% more funds holding

Funds holding: 2,055 → 2,101 (+46)

1.48% less ownership

Funds ownership: 45.91% → 44.43% (-1.5%)

Holders
2,101
Holders Change
+46
Holders Change %
+2.24%
% of All Funds
30.17%
Holding in Top 10
245
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.52%
% of All Funds
3.52%
New
139
Increased
848
Reduced
760
Closed
67
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M

Top Buyers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
+$228M
2
3AM
3EDGE Asset Management
Florida
+$92.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$79.5M
4
CWM
Congress Wealth Management
Massachusetts
+$62M
5
LPL Financial
LPL Financial
California
+$60M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$1.66B
2
Charles Schwab
Charles Schwab
California
-$115M
3
Bank of America
Bank of America
North Carolina
-$98.8M
4
Wells Fargo
Wells Fargo
California
-$94.3M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$84.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$203M +$5.91M +31,052 +3%
Stifel Financial
27
Stifel Financial
Missouri
$200M +$1.43M +7,511 +0.7%
Corient Private Wealth
28
Corient Private Wealth
Florida
$194M +$3.56M +18,713 +2%
AL
29
Aspiriant LLC
California
$192M +$12.6K +66 +0%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$192M -$26.2M -137,534 -12%
Truist Financial
31
Truist Financial
North Carolina
$189M -$7.4M -38,889 -4%
Creative Planning
32
Creative Planning
Kansas
$188M -$3.24M -16,999 -2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$185M -$1.02M -5,351 -0.6%
MCM
34
MAI Capital Management
Ohio
$178M +$2.56M +13,463 +2%
Brown Advisory
35
Brown Advisory
Maryland
$178M +$1.6M +8,395 +0.9%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$176M +$11M +58,004 +7%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$173M -$766K -4,023 -0.5%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$165M +$1.33M +6,969 +0.8%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$161M -$84.7M -444,834 -34%
WA
40
Waverly Advisors
Alabama
$161M +$2.67M +14,035 +2%
NHC
41
Nicholas Hoffman & Company
Georgia
$150M +$4.37M +22,928 +3%
Goldman Sachs
42
Goldman Sachs
New York
$142M -$1.4M -7,338 -1%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$138M +$27.2M +142,970 +26%
RPGK
44
Retirement Planning Group (Kansas)
Kansas
$136M +$1.25M +6,583 +1%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$134M +$132K +694 +0.1%
NFC
46
Northeast Financial Consultants
Connecticut
$133M -$501K -2,631 -0.4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$130M +$8.02M +42,144 +7%
William Blair & Company
48
William Blair & Company
Illinois
$130M -$1.28M -6,717 -1%
GT
49
Glenmede Trust
Pennsylvania
$127M -$294K -1,544 -0.2%
CAM
50
Cresset Asset Management
Illinois
$124M +$9.65M +50,690 +9%
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VIG Hedge Fund Activity: Q3 2024 in Review

2,101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2024, worth a combined $38.2B — up 10% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VIG positions and 67 closed out — a net gain of 72 holders — while 848 added to existing stakes and 760 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $228M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.66B.

  • 2,101 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2024, up from 2,055 in Q2 2024.
  • Funds reported $38.2B of Vanguard Dividend Appreciation ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 139 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2024 and 67 closed out, a net change of +72 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q3 2024 was Howard Capital Management, an estimated $228M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.66B sold.

Based on aggregated 13F filings for Q3 2024.