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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,088 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, 843 increasing their positions, 756 reducing their positions, and 66 closing their positions.

Holders
2,088
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
843
Reduced
756
Closed
66
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M

Top Buyers

1
HCM
1
Howard Capital Management
Georgia
$239M
2
3AM
2
3EDGE Asset Management
Florida
$96M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.86B
4
CWM
4
Congress Wealth Management
Massachusetts
$65.1M
5
LPL Financial
5
LPL Financial
California
$1.15B

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$10.5M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Bank of America
3
Bank of America
North Carolina
$4.19B
4
Wells Fargo
4
Wells Fargo
California
$1.92B
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$203M +$6.15M +31,052 +3%
Stifel Financial
27
Stifel Financial
Missouri
$200M +$1.49M +7,511 +0.7%
Corient Private Wealth
28
Corient Private Wealth
Florida
$194M +$3.71M +18,713 +2%
AL
29
Aspiriant LLC
California
$192M +$13.1K +66 +0%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$192M -$27.2M -137,534 -12%
Truist Financial
31
Truist Financial
North Carolina
$189M -$7.7M -38,889 -4%
Creative Planning
32
Creative Planning
Kansas
$188M -$3.37M -16,999 -2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$185M -$1.06M -5,351 -0.6%
MCM
34
MAI Capital Management
Ohio
$178M +$2.67M +13,463 +2%
Brown Advisory
35
Brown Advisory
Maryland
$178M +$1.66M +8,395 +0.9%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$176M +$11.5M +58,004 +7%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$173M -$794K -4,023 -0.5%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$165M +$1.38M +6,969 +0.8%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$161M -$84.1M -444,834 -34%
WA
40
Waverly Advisors
Alabama
$161M +$2.78M +14,035 +2%
NHC
41
Nicholas Hoffman & Company
Georgia
$150M +$4.54M +22,928 +3%
Goldman Sachs
42
Goldman Sachs
New York
$142M -$1.45M -7,338 -1%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$138M +$28.2M +142,970 +26%
RPGK
44
Retirement Planning Group (Kansas)
Kansas
$136M +$1.3M +6,583 +1%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$134M +$137K +694 +0.1%
NFC
46
Northeast Financial Consultants
Connecticut
$133M -$521K -2,631 -0.4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$130M +$8.35M +42,144 +7%
William Blair & Company
48
William Blair & Company
Illinois
$130M -$1.33M -6,717 -1%
GT
49
Glenmede Trust
Pennsylvania
$127M -$306K -1,544 -0.2%
CAM
50
Cresset Asset Management
Illinois
$124M +$10.1M +50,690 +9%
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