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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 %
SC
826
Sepio Capital
Utah
$2.31M +$622K +3,141 +37%
RMCM
827
Reynders McVeigh Capital Management
Massachusetts
$2.29M -$83.8K -423 -4%
BCM
828
Becker Capital Management
Oregon
$2.29M -$78.6K -395 -3%
SAA
829
Southeast Asset Advisors
Georgia
$2.29M +$198 +1 +0%
WAM
830
Weinberger Asset Management
California
$2.28M +$3.76K +19 +0.2%
EWA
831
Exencial Wealth Advisors
Oklahoma
$2.27M -$85.6K -432 -4%
KF
832
Krilogy Financial
Missouri
$2.27M +$23.8K +120 +1%
WCFA
833
Walkner Condon Financial Advisors
Wisconsin
$2.27M -$171K -863 -7%
CFGA
834
Cambridge Financial Group (Arizona)
Arizona
$2.26M +$4.75K +24 +0.2%
GEA
835
Glen Eagle Advisors
New Jersey
$2.26M +$504K +2,546 +29%
RWM
836
Ritholtz Wealth Management
New York
$2.25M -$127K -639 -5%
SSWM
837
Smith Salley Wealth Management
North Carolina
$2.24M +$89.9K +454 +4%
FCP
838
Fidelis Capital Partners
Florida
$2.24M – – –
FPB
839
First PREMIER Bank
South Dakota
$2.24M -$494K -2,492 -18%
TF
840
Tudor Financial
Ohio
$2.23M +$2.23M +11,272 New
FIA
841
Foundations Investment Advisors
Arizona
$2.23M +$249K +1,256 +13%
GGS
842
Galvin Gaustad & Stein
Arizona
$2.22M +$138K +695 +7%
SW
843
SteelPeak Wealth
California
$2.21M -$27K -136 -1%
AWM
844
Aries Wealth Management
Maine
$2.21M +$52.1K +263 +2%
AP
845
Arlington Partners
Alabama
$2.21M +$2.21M +11,135 New
BSHC
846
Breed's Hill Capital
Massachusetts
$2.2M – – –
BST
847
Bath Savings Trust
Maine
$2.19M +$129K +653 +6%
LA
848
Latitude Advisors
Florida
$2.18M +$22.4K +113 +1%
DW
849
Durante & Waters
New York
$2.18M -$221K -1,118 -9%
ACM
850
Advisors Capital Management
New Jersey
$2.17M -$65.6K -331 -3%
32 33
34
35 36