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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 %
FWIA
626
Fort Washington Investment Advisors
Ohio
$4.08M +$2.38K +12 +0.1%
LP
627
LGL Partners
Pennsylvania
$4.07M -$907K -4,577 -18%
TC
628
Trilogy Capital
California
$4.07M -$172K -866 -4%
BOH
629
Bank of Hawaii
Hawaii
$4.07M – – –
FDCDDQ
630
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.07M +$209K +1,055 +5%
GWAG
631
Garrett Wealth Advisory Group
Texas
$4.07M +$170K +857 +4%
AFO
632
Arrowroot Family Office
California
$4.07M +$48.7K +246 +1%
C1AG
633
Client 1st Advisory Group
Florida
$4.06M -$237K -1,195 -6%
MIM
634
Moseley Investment Management
Florida
$4.06M +$302K +1,523 +8%
MAS
635
Madden Advisory Services
Florida
$4.06M +$171K +864 +4%
WA
636
Win Advisors
Florida
$4.04M +$4.04M +20,406 New
RFA
637
Resurgent Financial Advisors
Georgia
$4.03M +$32.7K +165 +0.8%
KA
638
Kovack Advisors
Florida
$4.02M -$1.01M -5,102 -20%
MSA
639
Marino Stram & Associates
Massachusetts
$4.01M +$4.75K +24 +0.1%
Prudential Financial
640
Prudential Financial
New Jersey
$4.01M +$450K +2,273 +13%
CPA
641
Capital Performance Advisors
California
$4.01M -$112K -568 -3%
LNWWM
642
Laird Norton Wetherby Wealth Management
California
$3.99M +$7.92K +40 +0.2%
AIC
643
Archer Investment Corporation
Indiana
$3.96M -$5.74K -29 -0.1%
MCC
644
Money Concepts Capital
Florida
$3.95M -$169K -851 -4%
EAM
645
Evanson Asset Management
California
$3.9M +$2.97K +15 +0.1%
DJSG
646
D.J. St. Germain
Massachusetts
$3.9M +$52.5K +265 +1%
KJWM
647
Kiley Juergens Wealth Management
Washington
$3.88M -$62.2K -314 -2%
CIM
648
Corda Investment Management
Texas
$3.87M +$38.2K +193 +1%
MAM
649
Mainsail Asset Management
Alabama
$3.86M +$5.35K +27 +0.1%
NFG
650
Nations Financial Group
Iowa
$3.86M +$301K +1,518 +8%
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