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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 %
PHS
801
Pekin Hardy Strauss
Illinois
$2.45M +$15.6K +79 +0.6%
JPLA
802
Joseph P. Lucia & Associates
New York
$2.44M -$26.3K -133 -1%
DWAM
803
Duncan Williams Asset Management
Tennessee
$2.44M +$181K +912 +8%
CPIA
804
Cornell Pochily Investment Advisors
New York
$2.44M +$18.6K +94 +0.8%
PCP
805
Proficio Capital Partners
Massachusetts
$2.44M +$8.52K +43 +0.4%
WIA
806
Wetzel Investment Advisors
Indiana
$2.43M -$136K -682 -5%
BFIM
807
Beese Fulmer Investment Management
Ohio
$2.43M +$99.4K +502 +4%
GWM
808
Geneos Wealth Management
Colorado
$2.42M -$120K -605 -5%
RC
809
Roundview Capital
New Jersey
$2.42M -$27.3K -138 -1%
HBW
810
Hazlett, Burt & Watson
West Virginia
$2.42M +$23.2K +117 +1%
AWM
811
Axxcess Wealth Management
California
$2.4M -$6.34K -32 -0.3%
MA
812
MKT Advisors
California
$2.4M -$37.2K -189 -2%
OLA
813
Oliver Luxxe Assets
New Jersey
$2.36M +$7.92K +40 +0.3%
LA
814
LexAurum Advisors
Kansas
$2.36M -$193K -973 -8%
RGC
815
Roberts, Glore & Co
Illinois
$2.36M -$13.9K -70 -0.6%
LSIA
816
LaSalle St. Investment Advisors
Illinois
$2.36M +$172K +871 +8%
CWMS
817
Cannon Wealth Management Services
North Carolina
$2.34M +$2.34M +11,809 New
SC
818
Sapient Capital
Indiana
$2.33M +$23.1K +116 +1%
ATPW
819
Ashton Thomas Private Wealth
Arizona
$2.32M +$138K +699 +6%
CHJWM
820
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.32M +$104K +534 +5%
FNT
821
First National Trust
Pennsylvania
$2.32M -$176K -889 -7%
TCM
822
Tandem Capital Management
New Jersey
$2.32M +$39.6K +200 +2%
PIA
823
Perennial Investment Advisors
California
$2.31M -$124K -624 -5%
CCA
824
Childress Capital Advisors
Texas
$2.31M – – –
X
825
Xponance
Pennsylvania
$2.31M +$2.31M +11,650 New
31 32
33
34 35