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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 %
HWM
526
Howard Wealth Management
Connecticut
$5.94M +$25.7K +130 +0.4%
IFO
527
Independent Family Office
New York
$5.94M +$426K +2,164 +8%
FA
528
Flagstar Advisors
New York
$5.9M -$1.99K -10 -0%
GWANC
529
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.87M -$214K -1,078 -4%
WFPG
530
Waller Financial Planning Group
Ohio
$5.86M +$229K +1,158 +4%
ACM
531
Arcataur Capital Management
Wisconsin
$5.83M – – –
RWP
532
Ridgecrest Wealth Partners
California
$5.83M +$270K +1,365 +5%
JE
533
JMAC Enterprises
Pennsylvania
$5.79M +$80.8K +408 +1%
ACM
534
AlphaStar Capital Management
North Carolina
$5.79M +$4.65M +23,492 +408%
MSWM
535
McGlone Suttner Wealth Management
Wisconsin
$5.77M -$1.19M -5,984 -17%
RFM
536
Royal Fund Management
Florida
$5.75M +$2.96M +14,893 +107%
TIAA Trust, National Association
537
TIAA Trust, National Association
North Carolina
$5.73M -$478K -2,412 -8%
GC
538
Gibson Capital
Pennsylvania
$5.73M -$170K -858 -3%
HA
539
Hofer & Associates
California
$5.7M +$100K +507 +2%
FPCG
540
Forum Private Client Group
Indiana
$5.7M -$443K -2,236 -7%
WCM
541
WealthBridge Capital Management
Ohio
$5.69M +$165K +832 +3%
TCOV
542
Trust Company of Vermont
Vermont
$5.65M -$58.2K -294 -1%
AQR Capital Management
543
AQR Capital Management
Connecticut
$5.64M +$1.69M +8,543 +43%
FA
544
Fortis Advisors
Pennsylvania
$5.63M +$1.47M +7,443 +35%
ODIJL
545
One Day In July LLC
Vermont
$5.59M +$48.5K +245 +0.9%
SWM
546
Spire Wealth Management
Virginia
$5.59M -$35.8K -181 -0.6%
PFG
547
Pinnacle Financial Group
Illinois
$5.59M +$68.7K +347 +1%
SSWG
548
Seven Springs Wealth Group
Tennessee
$5.57M -$100K -505 -2%
AWA
549
Amplius Wealth Advisors
Pennsylvania
$5.53M -$130K -655 -2%
BA
550
Bridgewater Advisors
New York
$5.5M +$395 +2 +0%
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