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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 %
SFS
501
Sowell Financial Services
Arkansas
$6.34M +$113K +567 +2%
SLWA
502
San Luis Wealth Advisors
California
$6.32M +$428K +2,162 +7%
GIS
503
Grayhawk Investment Strategies
Alberta, Canada
$6.32M +$6.32M +31,921 New
CCFM
504
Clear Creek Financial Management
Washington
$6.31M -$115K -582 -2%
SW
505
SkyOak Wealth
Michigan
$6.31M +$68.3K +345 +1%
AAS
506
Asset Allocation Strategies
Michigan
$6.3M -$9.51K -48 -0.2%
MWA
507
Muirfield Wealth Advisors
North Carolina
$6.28M +$29.9K +151 +0.5%
GWSG
508
GPS Wealth Strategies Group
Colorado
$6.28M -$466K -2,352 -7%
WKWM
509
Walter & Keenan Wealth Management
Indiana
$6.28M +$319K +1,610 +5%
FAP
510
Financial Advisory Partners
Florida
$6.26M +$362K +1,829 +6%
MWA
511
Moser Wealth Advisors
Washington
$6.24M +$97.2K +491 +2%
BRG
512
Bay Rivers Group
Virginia
$6.2M +$18.6K +94 +0.3%
MW
513
Marcum Wealth
Ohio
$6.19M -$14.7K -74 -0.2%
KFGK
514
Keystone Financial Group (Kentucky)
Kentucky
$6.14M +$6.14M +31,020 New
DAS
515
Dynamic Advisor Solutions
Arizona
$6.14M -$720K -3,633 -10%
TVAMP
516
Tennessee Valley Asset Management Partners
Tennessee
$6.13M -$91.5K -462 -1%
STA
517
Summit Trail Advisors
New York
$6.1M +$1.12M +5,645 +23%
CAM
518
Councilmark Asset Management
Tennessee
$6.1M – – –
CCWA
519
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.02M +$163K +821 +3%
FFG
520
Fiduciary Financial Group
California
$6.01M -$45.5K -231 -0.8%
FWA
521
FSC Wealth Advisors
New York
$6.01M +$30.3K +153 +0.5%
RBFC
522
Roman Butler Fullerton & Co
Missouri
$6M +$35.8K +179 +0.6%
TGCMU
523
Titan Global Capital Management USA
New York
$6M +$1.42M +7,157 +31%
QCM
524
Quantinno Capital Management
New York
$6M +$4.3M +21,727 +254%
IP
525
Investment Partners
Ohio
$5.98M -$18.6K -94 -0.3%
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