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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,088 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, 843 increasing their positions, 756 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,088
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
843
Reduced
756
Closed
66
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M

Top Buyers

1
HCM
1
Howard Capital Management
Georgia
$239M
2
3AM
2
3EDGE Asset Management
Florida
$96M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.86B
4
CWM
4
Congress Wealth Management
Massachusetts
$65.1M
5
LPL Financial
5
LPL Financial
California
$1.15B

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$10.5M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Bank of America
3
Bank of America
North Carolina
$4.19B
4
Wells Fargo
4
Wells Fargo
California
$1.92B
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$67.8M +$14.5K +73 +0%
PCMC
77
Paragon Capital Management (Colorado)
Colorado
$67.4M -$545K -2,752 -0.8%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$66.4M +$4.85M +24,499 +8%
CWM
79
Congress Wealth Management
Massachusetts
$65.1M +$64.5M +325,868 +11,103%
PWA
80
Provenance Wealth Advisors
Florida
$64.8M -$312K -1,574 -0.5%
WP
81
WMS Partners
Maryland
$64.5M +$5.14M +25,971 +9%
PWP
82
Perfromance Wealth Partners
Illinois
$61.4M -$43.9M -221,760 -42%
BMM
83
Berkshire Money Management
Massachusetts
$61.2M -$25.4K -128 -0%
IC
84
IEQ Capital
California
$60.1M +$377K +1,903 +0.6%
3F
85
360 Financial
Minnesota
$59.1M +$651K +3,285 +1%
BWFA
86
Baltimore-Washington Financial Advisors
Maryland
$55.5M +$923K +4,660 +2%
GI
87
GLOBALT Investments
Georgia
$54.8M -$2.96M -14,930 -5%
AO
88
Advisor OS
Illinois
$54.4M +$3.03M +15,314 +6%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$54M +$633K +3,198 +1%
BPA
90
Beacon Pointe Advisors
California
$53.5M -$955K -4,820 -2%
PP
91
PDS Planning
Ohio
$51.7M +$1.02M +5,145 +2%
EK
92
Evensky & Katz
Florida
$50.8M +$397K +2,005 +0.8%
MA
93
MJP Associates
Connecticut
$50.4M +$3.27M +16,530 +7%
PWP
94
Principle Wealth Partners
Connecticut
$50.2M -$365K -1,844 -0.7%
RCA
95
Resonant Capital Advisors
Wisconsin
$50M +$1.66M +8,342 +3%
PA
96
Planning Alternatives
Michigan
$49.9M -$34.9K -176 -0.1%
RA
97
Rational Advisors
New York
$49.6M -$3.89M -19,621 -7%
WA
98
Wealth Architects
California
$46.9M +$1.77M +8,943 +4%
EH
99
Equitable Holdings
New York
$45.7M +$3.83M +19,356 +9%
US Bancorp
100
US Bancorp
Minnesota
$45.3M +$1.32M +6,667 +3%
2 3
4
5 6