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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 %
SI
876
Saxon Interests
Texas
$2.04M -$12.1K -61 -0.6%
FTUS
877
Flow Traders U.S.
New York
$2.04M +$356K +1,795 +21%
DWM
878
Defined Wealth Management
Oregon
$2.03M -$7.92K -40 -0.4%
EWM
879
Evercore Wealth Management
New York
$2.03M – – –
APW
880
Acima Private Wealth
Virginia
$2.03M – – –
CWA
881
CJM Wealth Advisers
Virginia
$2.02M – – –
LMKC
882
L.M. Kohn & Company
Ohio
$2.02M +$467K +2,357 +30%
WIA
883
World Investment Advisors
California
$2.01M +$1.04M +5,229 +106%
MC
884
Miramar Capital
Illinois
$2.01M -$19.4K -98 -1%
RZH
885
Relyea Zuckerberg Hanson
Connecticut
$2M +$2.77K +14 +0.1%
WB
886
West Bancorporation
Iowa
$1.98M -$17K -86 -0.9%
RSWA
887
Robinson Smith Wealth Advisors
Maine
$1.98M -$145K -731 -7%
CFCI
888
Comprehensive Financial Consultants Institutional
Indiana
$1.97M -$61.2K -309 -3%
HFS
889
HBC Financial Services
Washington
$1.97M -$1.97K -10 -0.1%
IC
890
Iconiq Capital
California
$1.95M +$9.51K +48 +0.5%
CM
891
Cornerstone Management
Georgia
$1.95M -$9.9K -50 -0.5%
FFO
892
Fiduciary Family Office
Florida
$1.95M – – –
TA
893
TrueWealth Advisors
Alabama
$1.95M -$167K -841 -8%
LI
894
LRI Investments
Florida
$1.95M – – –
ICM
895
IMS Capital Management
Oregon
$1.94M -$15.3K -77 -0.8%
TA
896
TFG Advisers
Michigan
$1.94M -$36.6K -185 -2%
BAG
897
Bridgewealth Advisory Group
California
$1.93M +$320K +1,617 +20%
VV
898
Verity & Verity
South Carolina
$1.93M -$3.17K -16 -0.2%
FWM
899
Fairhaven Wealth Management
Illinois
$1.91M – – –
EFG
900
Ethos Financial Group
Pennsylvania
$1.9M +$237K +1,191 +14%
34 35
36
37 38