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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 %
DDC
926
DF Dent & Co
Maryland
$1.74M +$5.94K +30 +0.3%
KMWM
927
Keudell/Morrison Wealth Management
Oregon
$1.73M +$15.8K +80 +0.9%
BCMLT
928
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.73M -$167K -845 -9%
WS
929
Wedbush Securities
California
$1.73M -$412K -2,080 -19%
MPCA
930
Madison Park Capital Advisors
Washington
$1.72M +$3.96K +20 +0.2%
TWA
931
Talisman Wealth Advisors
New Jersey
$1.71M +$7.7K +39 +0.5%
MA
932
MONECO Advisors
Connecticut
$1.7M -$68.1K -344 -4%
TA
933
TPG Advisors
Illinois
$1.7M +$12.3K +62 +0.7%
WOSD
934
WFA of San Diego
California
$1.7M +$34.9K +176 +2%
AIA
935
AIMZ Investment Advisors
California
$1.7M -$82.2K -415 -5%
CAI
936
Capital Advisors Inc
Oklahoma
$1.69M -$51.5K -260 -3%
BlackRock
937
BlackRock
New York
$1.69M +$323K +1,633 +24%
RWIA
938
Roger Wittlin Investment Advisory
California
$1.69M -$19.2K -97 -1%
BFO
939
Biltmore Family Office
North Carolina
$1.68M +$50.1K +252 +3%
CC
940
Chicago Capital
Illinois
$1.68M +$40.8K +206 +2%
AEPWM
941
Atlantic Edge Private Wealth Management
Florida
$1.66M +$198 +1 +0%
CCT
942
Capital City Trust
Florida
$1.66M -$306K -1,546 -16%
MCA
943
MSH Capital Advisors
Arizona
$1.65M +$82.6K +417 +5%
AIM
944
Avity Investment Management
Connecticut
$1.65M -$36.6K -185 -2%
BCM
945
Bienville Capital Management
New York
$1.63M +$1.19K +6 +0.1%
GAG
946
GM Advisory Group
New York
$1.62M +$86.7K +438 +6%
AWA
947
ARQ Wealth Advisors
Arizona
$1.61M -$44.7K -228 -3%
BCM
948
BluePointe Capital Management
California
$1.61M +$10.7K +54 +0.7%
AGA
949
Arkos Global Advisors
Texas
$1.61M – – –
SHGA
950
Sand Hill Global Advisors
California
$1.6M -$9.9K -50 -0.6%
36 37
38
39 40