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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 %
MG
576
MilWealth Group
Wisconsin
$4.87M -$9.11K -46 -0.2%
BIM
577
Breakwater Investment Management
Washington
$4.81M +$205K +1,036 +4%
SSWM
578
Sheets Smith Wealth Management
North Carolina
$4.81M +$19K +96 +0.4%
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$4.8M -$4.79M -23,773 -50%
FI
580
Financial Insights
Washington
$4.79M +$263K +1,326 +6%
LCS
581
Levin Capital Strategies
New York
$4.76M +$990 +5 +0%
NAMP
582
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.74M +$69.3K +350 +1%
FT
583
Fiduciary Trust
Massachusetts
$4.74M +$2.47M +12,484 +109%
MAWAG
584
Mid-American Wealth Advisory Group
Missouri
$4.73M -$196K -988 -4%
SIC
585
Salem Investment Counselors
North Carolina
$4.72M +$45K +226 +1%
MIM
586
Miller Investment Management
Pennsylvania
$4.72M – – –
PTC
587
Philadelphia Trust Company
Pennsylvania
$4.72M -$1.04M -5,250 -18%
CFGS
588
Concourse Financial Group Securities
Alabama
$4.7M +$140K +704 +3%
FSA
589
Fort Sheridan Advisors
Illinois
$4.67M +$207K +1,043 +5%
SRWM
590
Shira Ridge Wealth Management
California
$4.64M +$1.82M +9,191 +65%
Susquehanna International Group
591
Susquehanna International Group
Pennsylvania
$4.63M +$631K +3,184 +16%
SCI
592
S&CO Inc
Massachusetts
$4.57M – – –
MWP
593
Madison Wealth Partners
Wisconsin
$4.54M +$3.01M +15,176 +195%
Thrivent Financial for Lutherans
594
Thrivent Financial for Lutherans
Minnesota
$4.54M -$4.5M -22,664 -50%
FCAS
595
First Command Advisory Services
Texas
$4.54M -$140K -707 -3%
CSPIA
596
Cary Street Partners Investment Advisory
Virginia
$4.53M -$155K -784 -3%
SFG
597
Seamount Financial Group
Colorado
$4.51M +$485K +2,448 +12%
CG
598
Caprock Group
Idaho
$4.5M +$185K +929 +4%
IFS
599
Intelligent Financial Strategies
Minnesota
$4.5M +$2.19K +11 +0%
BEC
600
Blue Edge Capital
Virginia
$4.5M -$89.3K -451 -2%
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