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Vanguard Dividend Appreciation ETF
VIG

2,101 hedge funds and large institutions have $38.2B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 848 increasing their positions, 760 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 67

44% more call options, than puts

Call options by funds: $110M | Put options by funds: $76.9M

12% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 760

10% more capital invested

Capital invested by funds: $34.6B → $38.2B (+$3.6B)

7% more funds holding in top 10

Funds holding in top 10: 230 → 245 (+15)

2% more funds holding

Funds holding: 2,055 → 2,101 (+46)

1.48% less ownership

Funds ownership: 45.91% → 44.43% (-1.5%)

Holders
2,101
Holders Change
+46
Holders Change %
+2.24%
% of All Funds
30.17%
Holding in Top 10
245
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.52%
% of All Funds
3.52%
New
139
Increased
848
Reduced
760
Closed
67
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M

Top Buyers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
+$228M
2
3AM
3EDGE Asset Management
Florida
+$92.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$79.5M
4
CWM
Congress Wealth Management
Massachusetts
+$62M
5
LPL Financial
LPL Financial
California
+$60M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$1.66B
2
Charles Schwab
Charles Schwab
California
-$115M
3
Bank of America
Bank of America
North Carolina
-$98.8M
4
Wells Fargo
Wells Fargo
California
-$94.3M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$84.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
626
Argent Financial Group
Louisiana
$4.14M +$3.98M +20,901 New
CW
627
Channel Wealth
California
$4.13M +$166K +874 +4%
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$4.09M -$19.2K -101 -0.5%
FWIA
629
Fort Washington Investment Advisors
Ohio
$4.08M +$2.29K +12 +0.1%
LP
630
LGL Partners
Pennsylvania
$4.07M -$871K -4,577 -18%
TC
631
Trilogy Capital
California
$4.07M -$165K -866 -4%
BOH
632
Bank of Hawaii
Hawaii
$4.07M – – –
FDCDDQ
633
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.07M +$201K +1,055 +5%
GWAG
634
Garrett Wealth Advisory Group
Texas
$4.07M +$163K +857 +4%
AFO
635
Arrowroot Family Office
California
$4.07M +$46.8K +246 +1%
C1AG
636
Client 1st Advisory Group
Florida
$4.06M -$228K -1,195 -6%
MIM
637
Moseley Investment Management
Florida
$4.06M +$290K +1,523 +8%
MAS
638
Madden Advisory Services
Florida
$4.06M +$165K +864 +4%
WA
639
Win Advisors
Florida
$4.04M +$3.89M +20,406 New
RFA
640
Resurgent Financial Advisors
Georgia
$4.03M +$31.4K +165 +0.8%
KA
641
Kovack Advisors
Florida
$4.02M -$971K -5,102 -20%
MSA
642
Marino Stram & Associates
Massachusetts
$4.01M +$4.57K +24 +0.1%
Prudential Financial
643
Prudential Financial
New Jersey
$4.01M +$433K +2,273 +13%
CPA
644
Capital Performance Advisors
California
$4.01M -$108K -568 -3%
LNWWM
645
Laird Norton Wetherby Wealth Management
California
$3.99M +$7.62K +40 +0.2%
AIC
646
Archer Investment Corporation
Indiana
$3.96M -$5.52K -29 -0.1%
MCC
647
Money Concepts Capital
Florida
$3.95M -$162K -851 -4%
EAM
648
Evanson Asset Management
California
$3.9M +$2.86K +15 +0.1%
DJSG
649
D.J. St. Germain
Massachusetts
$3.9M +$50.5K +265 +1%
KJWM
650
Kiley Juergens Wealth Management
Washington
$3.88M -$59.8K -314 -2%
24 25
26
27 28

VIG Hedge Fund Activity: Q3 2024 in Review

2,101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2024, worth a combined $38.2B — up 10% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VIG positions and 67 closed out — a net gain of 72 holders — while 848 added to existing stakes and 760 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $228M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.66B.

  • 2,101 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2024, up from 2,055 in Q2 2024.
  • Funds reported $38.2B of Vanguard Dividend Appreciation ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 139 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2024 and 67 closed out, a net change of +72 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q3 2024 was Howard Capital Management, an estimated $228M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.66B sold.

Based on aggregated 13F filings for Q3 2024.