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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 %
AWA
951
Arkadios Wealth Advisors
Georgia
$1.6M +$189K +954 +13%
GA
952
Greenspring Advisors
Maryland
$1.6M +$370K +1,866 +30%
PPWP
953
Proquility Private Wealth Partners
Nevada
$1.59M +$1.1M +5,557 +223%
CFD
954
Creative Financial Designs
Indiana
$1.59M +$19K +96 +1%
M
955
MOTCO
Texas
$1.59M – – –
BWM
956
BNC Wealth Management
Oregon
$1.58M -$792 -4 -0.1%
FFA
957
Founders Financial Alliance
North Carolina
$1.57M +$20K +101 +1%
IWA
958
Inspirion Wealth Advisors
Illinois
$1.57M -$13.1K -66 -0.8%
AWM
959
Avior Wealth Management
Nebraska
$1.57M -$175K -885 -10%
RMF
960
Red Mountain Financial
Colorado
$1.56M +$4.75K +24 +0.3%
V
961
ViaWealth
Kansas
$1.56M +$21.2K +107 +1%
Barclays
962
Barclays
United Kingdom
$1.56M +$141K +710 +10%
MPW
963
Monterey Private Wealth
California
$1.55M -$171K -862 -10%
PFP
964
Paragon Financial Partners
California
$1.55M -$90.5K -457 -6%
ASFA
965
All Season Financial Advisors
Colorado
$1.55M +$686K +3,463 +79%
BDF
966
Black Diamond Financial
Maryland
$1.55M +$507K +2,558 +49%
S
967
Sachetta
Massachusetts
$1.54M – – –
LSA
968
Lansing Street Advisors
Pennsylvania
$1.54M +$40.8K +206 +3%
CMBA
969
C.M. Bidwell & Associates
Hawaii
$1.54M – – –
NC
970
NovaPoint Capital
Georgia
$1.53M -$3.57K -18 -0.2%
OCM
971
Objective Capital Management
Ohio
$1.53M +$1.53M +7,738 New
CC
972
Callan Capital
California
$1.53M -$28.1K -142 -2%
WI
973
Wintrust Investments
Illinois
$1.53M -$13.6M -68,761 -90%
IF
974
IRON Financial
Illinois
$1.52M -$100K -507 -6%
HGWM
975
Horst & Graben Wealth Management
Oregon
$1.51M -$594 -3 -0%
37 38
39
40 41