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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 %
PWG
726
Portside Wealth Group
Utah
$3.1M +$2.38M +11,993 +329%
PWMAG
727
Pinnacle Wealth Management Advisory Group
New Jersey
$3.1M +$309K +1,558 +11%
IA
728
Insight Advisors
Pennsylvania
$3.08M -$813K -4,106 -21%
LFP
729
Leeward Financial Partners
Washington
$3.08M – – –
HIA
730
Harbor Investment Advisory
Maryland
$3.07M +$222K +1,122 +8%
TFA
731
Tobias Financial Advisors
Florida
$3.06M -$12.9K -65 -0.4%
PWM
732
Power Wealth Management
Georgia
$3.06M -$211K -1,064 -6%
DWT
733
Dorsey & Whitney Trust
South Dakota
$3.06M +$2.02M +10,186 +194%
TP
734
Tranquility Partners
Tennessee
$3.05M -$21K -106 -0.7%
KWS
735
Keystone Wealth Services
California
$3.04M +$183K +925 +6%
CPIG
736
Chicago Partners Investment Group
Illinois
$3.03M -$61.9K -312 -2%
NCM
737
Next Capital Management
New York
$3.03M +$2.79M +14,082 +1,159%
LWCFA
738
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.02M -$9.9K -50 -0.3%
NRI
739
NFP Retirement Inc
California
$3M -$121K -611 -4%
TFA
740
Transamerica Financial Advisors
Florida
$2.99M -$51.7K -261 -2%
WBCM
741
Wilson & Boucher Capital Management
California
$2.99M +$427K +2,156 +17%
CF
742
Centaurus Financial
California
$2.99M -$1.45M -7,326 -33%
FDDB
743
Fidelity D&D Bancorp
Pennsylvania
$2.96M +$163K +822 +6%
VFPW
744
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.95M -$503K -2,539 -15%
CHA
745
Carmichael Hill & Associates
Maryland
$2.94M +$60K +303 +2%
SFA
746
Sequoia Financial Advisors
Ohio
$2.93M +$240K +1,210 +9%
HP
747
Holistic Planning
Texas
$2.93M +$374K +1,890 +15%
PWP
748
Pursue Wealth Partners
California
$2.91M +$1.97M +9,927 +208%
SIG
749
Stonegate Investment Group
Alabama
$2.91M +$15.3K +77 +0.5%
AAG
750
Armstrong Advisory Group
Massachusetts
$2.91M – – –
28 29
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