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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 %
RRA
851
Round Rock Advisors
Connecticut
$2.16M -$91.3K -461 -4%
SWP
852
Strategic Wealth Partners
Ohio
$2.16M +$119K +603 +6%
GC
853
Grimes & Company
Massachusetts
$2.16M -$244K -1,231 -10%
SIG
854
Spinnaker Investment Group
California
$2.16M +$138K +699 +7%
FA
855
FC Advisory
Pennsylvania
$2.15M -$198K -999 -8%
EIA
856
Eldridge Investment Advisors
New Hampshire
$2.15M +$10.3K +52 +0.5%
BFG
857
Bleakley Financial Group
New Jersey
$2.14M -$53.5K -270 -2%
ARC
858
Advisor Resource Council
Texas
$2.13M +$66.4K +335 +3%
MF
859
Meridian Financial
Massachusetts
$2.13M +$17.4K +88 +0.8%
AFG
860
Atomi Financial Group
New York
$2.13M +$48.3K +244 +2%
MGIA
861
Matthew Goff Investment Advisor
Texas
$2.12M -$9.71K -49 -0.5%
NAS
862
Nicolet Advisory Services
Wisconsin
$2.11M -$138K -703 -6%
BF
863
BOK Financial
Oklahoma
$2.1M -$120K -613 -5%
EWM
864
Empirical Wealth Management
Washington
$2.1M -$150K -757 -7%
PCI
865
Planning Center Inc
Illinois
$2.1M -$13.5K -68 -0.6%
PTC
866
Private Trust Company
Ohio
$2.09M +$206K +1,039 +11%
WAM
867
WNY Asset Management
New York
$2.08M – – –
JGCM
868
Joseph Group Capital Management
Ohio
$2.08M +$44.8K +226 +2%
LSAG
869
Lake Street Advisors Group
New Hampshire
$2.07M +$63.4K +319 +3%
CFO
870
Collective Family Office
Pennsylvania
$2.07M -$18.6K -94 -0.9%
FNBT
871
FineMark National Bank & Trust
Florida
$2.06M -$2.68M -13,545 -57%
CT
872
Colonial Trust
South Carolina
$2.06M +$1.97M +9,939 +2,170%
SM
873
Sweeney & Michel
California
$2.06M +$5.64K +28 +0.3%
FFS
874
Founders Financial Securities
Maryland
$2.05M -$978K -4,937 -32%
VFIC
875
Valley Forge Investment Consultants
Pennsylvania
$2.05M -$10.1K -51 -0.5%
33 34
35
36 37