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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 %
GWA
676
Gratus Wealth Advisors
Virginia
$3.62M -$106K -544 -3%
Citadel Advisors
677
Citadel Advisors
Florida
$3.61M +$2.91M +14,696 +413%
FMN
678
Financial Management Network
California
$3.61M -$4.54K -23 -0.1%
PJSIMP
679
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.61M +$18K +91 +0.5%
EFG
680
Ehrlich Financial Group
California
$3.6M -$82.6K -417 -2%
AFP
681
Alpha Financial Partners
Kentucky
$3.6M +$3.6M +18,162 New
VBWMG
682
Von Berge Wealth Management Group
California
$3.6M +$98.7K +490 +3%
WPC
683
Wedmont Private Capital
Pennsylvania
$3.6M -$61.6K -315 -2%
PCA
684
Pallas Capital Advisors
Massachusetts
$3.59M +$134K +676 +4%
MCCA
685
Mill Creek Capital Advisors
Pennsylvania
$3.59M – – –
BFA
686
Benedict Financial Advisors
Georgia
$3.58M -$14.1K -71 -0.4%
CWM
687
CIBC World Markets
New York
$3.58M -$822K -4,149 -19%
AIFAIM
688
American Institute for Advanced Investment Management
Arizona
$3.57M -$249K -1,259 -7%
EFG
689
Embree Financial Group
Illinois
$3.57M +$9.9K +50 +0.3%
BJL
690
Brighton Jones LLC
Washington
$3.56M -$112K -566 -3%
GL
691
Graypoint LLC
New York
$3.55M -$103K -519 -3%
PFGIA
692
Patriot Financial Group Insurance Agency
Massachusetts
$3.54M -$100K -524 -3%
FCI
693
Financial Counselors Inc
Kansas
$3.53M +$143K +722 +4%
WAG
694
Winthrop Advisory Group
Massachusetts
$3.52M +$247K +1,242 +8%
DFG
695
Dupree Financial Group
Kentucky
$3.5M -$151K -763 -4%
SIS
696
Strategic Investment Solutions
Illinois
$3.5M +$253K +1,277 +8%
FGG
697
Financial Guidance Group
Florida
$3.49M -$429K -2,164 -11%
GA
698
GSG Advisors
New Jersey
$3.48M +$84.7K +430 +2%
PPP
699
Private Portfolio Partners
New Jersey
$3.48M +$3.48M +17,585 New
KFA
700
Kelleher Financial Advisors
New York
$3.47M +$238K +1,200 +7%
26 27
28
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