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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 %
Empower Advisory Group
751
Empower Advisory Group
Colorado
$2.9M -$1.36M -6,846 -32%
MFA
752
Mayflower Financial Advisors
Massachusetts
$2.89M -$48.3K -244 -2%
LWMNY
753
Landmark Wealth Management (New York)
New York
$2.89M +$2.89M +14,581 New
TI
754
Tidal Investments
Wisconsin
$2.88M +$2.88M +14,526 New
SHFA
755
SC&H Financial Advisors
Maryland
$2.86M +$2.77K +14 +0.1%
BBWP
756
Beacon Bridge Wealth Partners
Pennsylvania
$2.85M -$209K -1,055 -7%
PI
757
PFG Investments
New York
$2.85M +$694K +3,505 +32%
Millennium Management
758
Millennium Management
New York
$2.84M -$1.63M -8,230 -36%
PBF
759
Petix & Botte Financial
California
$2.84M +$396 +2 +0%
LW
760
Linscomb Wealth
Texas
$2.82M -$25.7K -130 -0.9%
BC
761
Barrett & Company
Rhode Island
$2.81M +$1.18M +5,957 +72%
ACA
762
Atlas Capital Advisors
Wyoming
$2.8M +$132K +665 +5%
OCG
763
Opus Capital Group
Ohio
$2.8M -$29.7K -150 -1%
WJWM
764
Williams Jones Wealth Management
New York
$2.79M -$56.8K -287 -2%
SMAM
765
Sugar Maple Asset Management
Wisconsin
$2.78M -$407K -2,055 -13%
SWA
766
Sax Wealth Advisors
New Jersey
$2.77M +$5.74K +29 +0.2%
AR
767
Advisory Research
Illinois
$2.77M – – –
CNBTD
768
Citizens National Bank Trust Department
Mississippi
$2.76M -$36.6K -185 -1%
SFG
769
Sunburst Financial Group
Alabama
$2.75M -$113K -570 -4%
AAP
770
Arax Advisory Partners
Colorado
$2.75M -$97.6K -493 -3%
HWM
771
Hohimer Wealth Management
Washington
$2.74M -$33.7K -170 -1%
SSB
772
Sandy Spring Bank
Maryland
$2.73M +$57.2K +289 +2%
USAA
773
United Services Automobile Association
Texas
$2.7M -$284K -1,434 -10%
ZF
774
Zhang Financial
Michigan
$2.7M -$66.6K -336 -2%
AF
775
Affiance Financial
Minnesota
$2.69M – – –
29 30
31
32 33