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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 %
SCA
701
St. Clair Advisors
Ohio
$3.47M +$1.19K +6 +0%
VWM
702
Venturi Wealth Management
Texas
$3.42M +$3.04M +15,371 +808%
AWM
703
Atticus Wealth Management
Florida
$3.39M +$92.1K +465 +3%
CP
704
Capital Planning
Washington
$3.39M +$50.5K +254 +2%
SP
705
Stablepoint Partners
Massachusetts
$3.37M -$19K -96 -0.6%
SWM
706
SeaCrest Wealth Management
New York
$3.35M +$116K +588 +4%
FWM
707
FMA Wealth Management
Massachusetts
$3.35M +$66.2K +334 +2%
FF
708
Farrell Financial
New York
$3.34M -$203 -1 -0%
GCL
709
Gouws Capital LLC
North Carolina
$3.34M -$13.1K -66 -0.4%
AFP
710
Ausdal Financial Partners
Iowa
$3.34M -$232K -1,173 -7%
JBA
711
Johnson Bixby & Associates
Washington
$3.33M -$261K -1,320 -7%
PAMG
712
Patton Albertson Miller Group
Tennessee
$3.33M -$60.2K -304 -2%
CIC
713
Cutler Investment Counsel
Oregon
$3.31M -$299K -1,502 -8%
SQA
714
Simon Quick Advisors
New Jersey
$3.3M -$24.4K -123 -0.7%
AWAU
715
Alliance Wealth Advisors (Utah)
Utah
$3.3M +$3.3M +16,643 New
TGAM
716
TBH Global Asset Management
Tennessee
$3.29M -$287K -1,448 -8%
BEI
717
Benjamin Edwards Inc
Missouri
$3.26M +$3.26M +16,454 New
WWA
718
WCG Wealth Advisors
Nevada
$3.26M +$2.38K +12 +0.1%
BCP
719
Blue Chip Partners
Michigan
$3.25M -$106K -536 -3%
PB
720
Pinnacle Bancorp
Nebraska
$3.24M +$57.8K +292 +2%
CA
721
CGN Advisors
Kansas
$3.23M +$26.1K +132 +0.8%
CWM
722
Centurion Wealth Management
Virginia
$3.19M +$3.19M +16,120 New
VHAM
723
Van Hulzen Asset Management
California
$3.12M -$176K -890 -5%
LRPA
724
L. Roy Papp & Associates
Arizona
$3.12M -$9.31K -47 -0.3%
MSAM
725
Moloney Securities Asset Management
Missouri
$3.1M -$27.5K -139 -0.9%
27 28
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