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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 %
TVWM
651
Tower View Wealth Management
Wisconsin
$3.84M +$13.9K +70 +0.4%
FWM
652
Forza Wealth Management
Florida
$3.83M – – –
SIAG
653
Safeguard Investment Advisory Group
California
$3.83M -$161K -813 -4%
FWM
654
Fonville Wealth Management
Virginia
$3.82M -$47.9K -242 -1%
SLT
655
St Louis Trust
Missouri
$3.81M – – –
BIA
656
Bell Investment Advisors
California
$3.8M -$990 -5 -0%
KIA
657
KCM Investment Advisors
California
$3.79M -$77.6K -392 -2%
KWM
658
Kaydan Wealth Management
Michigan
$3.78M -$41K -207 -1%
CBT
659
CoreFirst Bank & Trust
Kansas
$3.78M -$103K -519 -3%
RA
660
RFG Advisory
Alabama
$3.76M -$1.35M -6,804 -26%
NPFS
661
Novak & Powell Financial Services
Florida
$3.76M -$159K -805 -4%
MBT
662
Montecito Bank & Trust
California
$3.75M -$359K -1,811 -9%
BFA
663
Buttonwood Financial Advisors
Maryland
$3.75M -$125K -633 -3%
CL
664
Choreo LLC
Illinois
$3.75M -$34.1K -173 -0.9%
RWMH
665
Riverpoint Wealth Management Holdings
Illinois
$3.75M -$140K -709 -4%
D
666
Dentgroup
Louisiana
$3.74M -$115K -583 -3%
CCM
667
Cambridge Capital Management
Illinois
$3.71M -$65.8K -332 -2%
COCM
668
Charter Oak Capital Management
New Hampshire
$3.71M +$45.9K +232 +1%
CAM
669
CPA Asset Management
Florida
$3.69M – – –
CCA
670
Conservest Capital Advisors
Pennsylvania
$3.67M +$19.5K +107 +0.5%
PFA
671
Pathway Financial Advisers
Indiana
$3.67M +$205K +1,033 +6%
FCFC
672
First Commonwealth Financial Corp
Pennsylvania
$3.65M +$1.4M +7,058 +62%
SAM
673
Secure Asset Management
Michigan
$3.64M +$477K +2,406 +15%
BWM
674
Baron Wealth Management
Michigan
$3.64M +$11.5K +58 +0.3%
JFG
675
JMG Financial Group
Illinois
$3.63M -$8.72K -44 -0.2%
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