VIG icon

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 %
GHA
476
GW Henssler & Associates
Georgia
$6.85M +$870K +4,394 +15%
BA
477
Brightwater Advisory
Florida
$6.83M -$161K -813 -2%
SDH
478
Sloy Dahl & Holst
Washington
$6.81M +$73.7K +372 +1%
CIBC World Market
479
CIBC World Market
Ontario, Canada
$6.77M +$347K +1,754 +5%
CPA
480
Cardiff Park Advisors
California
$6.72M +$94.3K +476 +1%
CP
481
Creekside Partners
California
$6.63M -$7.92K -40 -0.1%
WGC
482
Watts Gwilliam & Co
Arizona
$6.6M +$6.6M +33,552 New
BW
483
BIP Wealth
Georgia
$6.6M +$525K +2,652 +9%
HL
484
HeadInvest LLC
Maine
$6.59M -$37.6K -190 -0.6%
BWM
485
Benchmark Wealth Management
Connecticut
$6.57M -$135K -681 -2%
CAM
486
Cidel Asset Management
Ontario, Canada
$6.55M +$6.55M +33,060 New
SF
487
Summit Financial
New Jersey
$6.5M +$3.51M +17,641 +117%
OAJ
488
Ogorek Anthony Joseph
New York
$6.48M -$204K -1,030 -3%
RMDI
489
R.M. Davis Inc
Maine
$6.47M -$171K -865 -3%
CFP
490
Curran Financial Partners
South Carolina
$6.46M +$243K +1,228 +4%
CAG
491
Csenge Advisory Group
Florida
$6.45M +$131K +657 +2%
WIM
492
Westside Investment Management
California
$6.44M -$205K -1,039 -3%
CSB
493
City State Bank
Iowa
$6.42M +$480K +2,423 +8%
DFA
494
DHJJ Financial Advisors
Illinois
$6.41M +$14.5K +73 +0.2%
CAC
495
Certified Advisory Corp
Florida
$6.39M -$11.3K -57 -0.2%
CPC
496
Consolidated Planning Corp
Georgia
$6.37M +$1.28M +6,444 +25%
AWM
497
Apollon Wealth Management
South Carolina
$6.37M -$2.84M -14,329 -31%
CFO
498
Colony Family Offices
North Carolina
$6.35M +$468K +2,353 +8%
CastleKeep Investment Advisors
499
CastleKeep Investment Advisors
Connecticut
$6.35M +$4.36M +21,990 +218%
RCA
500
Ranch Capital Advisors
Florida
$6.35M -$282K -1,419 -4%
18 19
20
21 22