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Vanguard Dividend Appreciation ETF
VIG

2,101 hedge funds and large institutions have $38.2B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 848 increasing their positions, 760 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 67

44% more call options, than puts

Call options by funds: $110M | Put options by funds: $76.9M

12% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 760

10% more capital invested

Capital invested by funds: $34.6B → $38.2B (+$3.6B)

7% more funds holding in top 10

Funds holding in top 10: 230 → 245 (+15)

2% more funds holding

Funds holding: 2,055 → 2,101 (+46)

1.48% less ownership

Funds ownership: 45.91% → 44.43% (-1.5%)

Holders
2,101
Holders Change
+46
Holders Change %
+2.24%
% of All Funds
30.17%
Holding in Top 10
245
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.52%
% of All Funds
3.52%
New
139
Increased
848
Reduced
760
Closed
67
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M

Top Buyers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
+$228M
2
3AM
3EDGE Asset Management
Florida
+$92.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$79.5M
4
CWM
Congress Wealth Management
Massachusetts
+$62M
5
LPL Financial
LPL Financial
California
+$60M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$1.66B
2
Charles Schwab
Charles Schwab
California
-$115M
3
Bank of America
Bank of America
North Carolina
-$98.8M
4
Wells Fargo
Wells Fargo
California
-$94.3M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$84.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
USAA
776
United Services Automobile Association
Texas
$2.7M -$273K -1,434 -10%
ZF
777
Zhang Financial
Michigan
$2.7M -$64K -336 -2%
AF
778
Affiance Financial
Minnesota
$2.69M – – –
WSFS
779
Wilmington Savings Fund Society
Delaware
$2.69M -$721K -3,789 -22%
SCG
780
Sonata Capital Group
Washington
$2.67M – – –
SA
781
SRH Advisors
Kansas
$2.67M +$190 +1 +0%
AWM
782
Accel Wealth Management
Iowa
$2.66M -$12.6K -66 -0.5%
TAM
783
Tocqueville Asset Management
New York
$2.65M +$190 +1 +0%
TFS
784
Thoroughbred Financial Services
Tennessee
$2.65M -$169K -888 -6%
SWM
785
Sagace Wealth Management
Florida
$2.63M +$273K +1,435 +12%
SYBT
786
Stock Yards Bank & Trust
Kentucky
$2.63M +$74.3K +390 +3%
CT
787
Caldwell Trust
Florida
$2.61M +$70.5K +370 +3%
USCWA
788
U.S. Capital Wealth Advisors
Texas
$2.6M +$96.5K +507 +4%
CSC
789
Caldwell Sutter Capital
California
$2.6M -$36.9K -194 -1%
DW30
790
Drucker Wealth 3.0
New Jersey
$2.59M +$1.01M +5,307 +68%
TFO
791
Tarbox Family Office
California
$2.58M -$118K -620 -5%
BAM
792
Belpointe Asset Management
Nevada
$2.57M +$47K +247 +2%
WFA
793
Wellspring Financial Advisors
Ohio
$2.56M +$1.9K +10 +0.1%
ACP
794
Aviance Capital Partners
Florida
$2.55M -$22.1K -116 -0.9%
AIM
795
Anchor Investment Management
South Carolina
$2.55M +$1.93M +10,134 +372%
ATC
796
Argent Trust Co
Tennessee
$2.53M +$162K +853 +7%
CGA
797
Crescent Grove Advisors
Illinois
$2.53M +$190 +1 +0%
9WM
798
9258 Wealth Management
Ohio
$2.52M – – –
JCM
799
Jacobi Capital Management
Pennsylvania
$2.52M +$273K +1,435 +13%
FAM
800
Formidable Asset Management
Ohio
$2.52M +$2.42M +12,700 New
30 31
32
33 34

VIG Hedge Fund Activity: Q3 2024 in Review

2,101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2024, worth a combined $38.2B — up 10% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VIG positions and 67 closed out — a net gain of 72 holders — while 848 added to existing stakes and 760 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $228M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.66B.

  • 2,101 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2024, up from 2,055 in Q2 2024.
  • Funds reported $38.2B of Vanguard Dividend Appreciation ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 139 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2024 and 67 closed out, a net change of +72 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q3 2024 was Howard Capital Management, an estimated $228M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.66B sold.

Based on aggregated 13F filings for Q3 2024.