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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 %
AWA
551
Acorn Wealth Advisors
Michigan
$5.45M +$6.73K +34 +0.1%
HC
552
Hoese & Co
Minnesota
$5.43M -$317K -1,603 -6%
RCA
553
Riverview Capital Advisers
Massachusetts
$5.41M +$12.5K +63 +0.2%
IAG
554
Investment Advisory Group
Massachusetts
$5.35M -$1.98K -10 -0%
BFA
555
Beacon Financial Advisory
Ohio
$5.28M -$97.8K -494 -2%
SW
556
StrongBox Wealth
Missouri
$5.26M -$126K -637 -2%
VCA
557
Verdence Capital Advisors
Maryland
$5.25M -$31.5K -159 -0.6%
SCA
558
STALEY CAPITAL ADVISERS
Pennsylvania
$5.23M -$26.7K -135 -0.5%
DWM
559
Diversify Wealth Management
Utah
$5.18M +$3.64M +18,349 +236%
HPC
560
HM Payson & Co
Maine
$5.18M -$222K -1,123 -4%
SIA
561
Schechter Investment Advisors
Michigan
$5.14M -$236K -1,191 -4%
TWP
562
Tempus Wealth Planning
California
$5.13M -$50.9K -257 -1%
GFS
563
GYL Financial Synergies
Connecticut
$5.13M -$142K -716 -3%
OPW
564
Oxler Private Wealth
New York
$5.1M -$80.4K -406 -2%
DA
565
Detalus Advisors
Missouri
$5.06M +$57.2K +289 +1%
KeyBank National Association
566
KeyBank National Association
Ohio
$5.03M +$212K +1,070 +4%
MCM
567
Morton Capital Management
California
$5.02M -$7.13K -36 -0.1%
VT
568
Vise Technologies
New York
$5.01M +$5.01M +25,319 New
WFA
569
Wade Financial Advisory
California
$4.99M -$72.9K -368 -1%
PCM
570
Parsons Capital Management
Rhode Island
$4.99M +$837K +4,225 +20%
TA
571
TFB Advisors
Kansas
$4.99M -$17.6K -89 -0.4%
SSI
572
Scott & Selber Inc
Texas
$4.97M -$198 -1 -0%
PA
573
Pinnacle Associates
New York
$4.92M -$1.02M -6,001 -17%
DOA
574
D'Orazio & Associates
Virginia
$4.92M -$72.3K -365 -1%
WAL
575
W Advisors LLC
Tennessee
$4.88M +$96.9K +489 +2%
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