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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 %
GFPC
601
Global Financial Private Client
Florida
$4.49M -$15.4K -78 -0.3%
PSCM
602
Per Stirling Capital Management
Texas
$4.48M -$20.2K -102 -0.4%
CCA
603
Cora Capital Advisors
New Jersey
$4.47M +$32.1K +162 +0.7%
FCA
604
FLC Capital Advisors
California
$4.43M – – –
AFM
605
Abbot Financial Management
Massachusetts
$4.42M +$58K +293 +1%
CAM
606
Columbia Asset Management
Michigan
$4.41M +$140K +708 +3%
KWA
607
Kellett Wealth Advisors
Ohio
$4.41M +$926K +4,673 +27%
CB
608
Commerce Bank
Missouri
$4.4M +$684K +3,452 +18%
PFS
609
Prospect Financial Services
New York
$4.38M +$68.9K +348 +2%
SMG
610
Smart Money Group
Texas
$4.37M -$112K -579 -3%
FNBOMD
611
First National Bank of Mount Dora
Florida
$4.37M – – –
SWMG
612
Sard Wealth Management Group
Georgia
$4.36M +$38.4K +194 +0.9%
KWA
613
Kingswood Wealth Advisors
California
$4.35M -$103K -521 -2%
CA
614
CSM Advisors
Pennsylvania
$4.34M -$938K -4,734 -18%
Financial Engines Advisors
615
Financial Engines Advisors
California
$4.33M -$9.75K -49 -0.2%
HIP
616
HUB Investment Partners
Texas
$4.3M +$28.3K +143 +0.7%
PCMF
617
Private Capital Management (Florida)
Florida
$4.29M -$78K -394 -2%
NIWA
618
New Insight Wealth Advisors
California
$4.29M +$82.2K +415 +2%
SIA
619
SkyView Investment Advisors
New Jersey
$4.23M – – –
SPC
620
Spirepoint Private Client
Florida
$4.22M -$13.3K -67 -0.3%
NFA
621
Northwest Financial Advisors
Virginia
$4.17M +$296K +1,495 +8%
CAAM
622
Cornerstone Advisors Asset Management
Pennsylvania
$4.14M +$792 +4 +0%
AFG
623
Argent Financial Group
Louisiana
$4.14M +$4.14M +20,901 New
CW
624
Channel Wealth
California
$4.13M +$173K +874 +4%
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$4.09M -$20K -101 -0.5%
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