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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 %
CIAS
901
Capital Investment Advisory Services
North Carolina
$1.89M +$153K +772 +9%
NCM
902
Novare Capital Management
North Carolina
$1.87M +$11.7K +59 +0.6%
PGF
903
Plan Group Financial
Oklahoma
$1.85M +$245K +1,236 +15%
GWP
904
Gateway Wealth Partners
Wisconsin
$1.84M +$252K +1,273 +16%
WWC
905
Waypoint Wealth Counsel
Georgia
$1.84M +$54.1K +273 +3%
PCS
906
Personal CFO Solutions
New Jersey
$1.83M +$198 +1 +0%
BAM
907
BOS Asset Management
Illinois
$1.83M +$101K +509 +6%
BA
908
Bluesphere Advisors
Pennsylvania
$1.83M +$189K +955 +12%
SIA
909
Sage Investment Advisers
New York
$1.82M +$22.6K +114 +1%
EA
910
Emerald Advisors
Washington
$1.82M -$25K -124 -1%
PCH
911
PGIM Custom Harvest
New Jersey
$1.82M +$71.1K +359 +4%
RIA
912
RPG Investment Advisory
California
$1.81M -$22.8K -115 -1%
PAI
913
Pittenger & Anderson Inc
Nebraska
$1.8M +$221K +1,116 +14%
CCFCSB
914
Cape Cod Five Cents Savings Bank
Massachusetts
$1.8M -$26.1K -132 -1%
MRI
915
Mad River Investors
Massachusetts
$1.8M -$195K -987 -10%
CPRC
916
Consolidated Portfolio Review Corp
New York
$1.79M +$26.9K +136 +2%
CCWM
917
Cassaday & Co Wealth Management
Virginia
$1.79M -$86.8K -438 -5%
DSC
918
Duncker Streett & Co
Missouri
$1.79M -$84.8K -428 -5%
PGWM
919
Pitti Group Wealth Management
New York
$1.79M – – –
IIC
920
Ironwood Investment Counsel
Arizona
$1.78M -$65K -328 -4%
CWS
921
Cypress Wealth Services
California
$1.76M – – –
WA
922
WBH Advisory
Maryland
$1.76M +$142K +715 +9%
NRW
923
Nova R Wealth
Kansas
$1.76M +$1.58K +8 +0.1%
AWM
924
Angeles Wealth Management
California
$1.75M +$248K +1,251 +16%
TL
925
Tradewinds LLC
North Carolina
$1.74M -$990 -5 -0.1%
35 36
37
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