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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,088 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, 843 increasing their positions, 756 reducing their positions, and 66 closing their positions.

Holders
2,088
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
843
Reduced
756
Closed
66
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M

Top Buyers

1
HCM
1
Howard Capital Management
Georgia
$239M
2
3AM
2
3EDGE Asset Management
Florida
$96M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.86B
4
CWM
4
Congress Wealth Management
Massachusetts
$65.1M
5
LPL Financial
5
LPL Financial
California
$1.15B

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$10.5M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Bank of America
3
Bank of America
North Carolina
$4.19B
4
Wells Fargo
4
Wells Fargo
California
$1.92B
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$161M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$116M 583,939 +2,088 +0.4%
PAG
52
Private Advisor Group
New Jersey
$114M 576,875 +1,835 +0.3%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$113M 568,840 -20,541 -3%
DC
54
Davenport & Co
Virginia
$111M 558,658 +21,390 +4%
CWS
55
Confluence Wealth Services
Pennsylvania
$109M 548,086 +42,962 +9%
MML Investors Services
56
MML Investors Services
Massachusetts
$107M 542,185 +9,058 +2%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$107M 539,057 +23,053 +4%
LNC
58
Lincoln National Corp
Pennsylvania
$106M 534,833 -4,898 -0.9%
KAS
59
Kestra Advisory Services
Texas
$102M 516,151 -21,328 -4%
SFO
60
Stokes Family Office
Louisiana
$101M 508,239 -11,918 -2%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$97.7M 495,434 -12,891 -3%
3AM
62
3EDGE Asset Management
Florida
$96M 484,738 +484,738 New
SA
63
Sanctuary Advisors
Indiana
$92.5M 456,776 +38,245 +9%
Franklin Resources
64
Franklin Resources
California
$91.2M 452,909 +10,441 +2%
EA
65
Enclave Advisors
Texas
$89.3M 450,679 +450,679 New
TPCW
66
TD Private Client Wealth
New York
$84.5M 426,442 +8,059 +2%
BCM
67
Brookstone Capital Management
Illinois
$78.1M 394,537 +34,091 +9%
RSWM
68
Robertson Stephens Wealth Management
California
$76.2M 383,190 +284,027 +286%
AWS
69
Atria Wealth Solutions
New York
$75.9M 382,331 -27,036 -7%
HTC
70
Haverford Trust Company
Pennsylvania
$75.5M 381,107 +15,504 +4%
SPIA
71
Steward Partners Investment Advisory
New York
$74.2M 374,777 +71,725 +24%
HSWM
72
Hubbell Strickland Wealth Management
Louisiana
$70.1M 353,920 +256 +0.1%
SAI
73
Systematic Alpha Investments
New Jersey
$69.9M 353,000 – –
PAS
74
Park Avenue Securities
New York
$68.7M 346,701 +30,520 +10%
MFIM
75
Mesirow Financial Investment Management
Illinois
$68.4M 345,254 +179,441 +108%
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