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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 %
VA
976
Vident Advisory
Georgia
$1.51M – – –
FCA
977
FinTrust Capital Advisors
South Carolina
$1.51M +$88.7K +448 +6%
MWM
978
Moulton Wealth Management
Washington
$1.51M -$1.67M -8,454 -53%
TAM
979
Townsend Asset Management
North Carolina
$1.5M +$3.96K +20 +0.3%
LCM
980
Logan Capital Management
Pennsylvania
$1.49M -$7.92K -40 -0.5%
EB
981
Eastern Bank
Massachusetts
$1.48M +$1.48M +7,448 New
AFG
982
Albion Financial Group
Utah
$1.47M -$108K -547 -7%
GKWIM
983
Gerber Kawasaki Wealth & Investment Management
California
$1.47M -$7.53K -38 -0.5%
APW
984
Austin Private Wealth
Texas
$1.46M -$396 -2 -0%
JWCA
985
J.W. Coons Advisors
Ohio
$1.46M -$11.5K -58 -0.8%
NSAM
986
North Star Asset Management
Wisconsin
$1.45M -$785K -3,965 -35%
FAB
987
First American Bank
Illinois
$1.45M – – –
DC
988
Darrow Company
Massachusetts
$1.45M -$4.95K -25 -0.3%
PCMC
989
Private Capital Management (Colorado)
Colorado
$1.45M +$543K +2,740 +60%
TCMP
990
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.44M +$189K +956 +15%
NWA
991
Navis Wealth Advisors
New York
$1.44M +$3.96K +20 +0.3%
AWA
992
Arbor Wealth Advisors
Michigan
$1.44M +$2.18K +11 +0.2%
GWCM
993
Godshalk Welsh Capital Management
Pennsylvania
$1.43M +$1.98K +10 +0.1%
TIA
994
Traphagen Investment Advisors
New Jersey
$1.43M -$55.5K -280 -4%
VCM
995
Vivaldi Capital Management
Illinois
$1.42M -$54.9K -277 -4%
MWAM
996
Manhattan West Asset Management
California
$1.42M -$1.19K -6 -0.1%
NA
997
Nottingham Advisors
New York
$1.42M -$176K -888 -11%
LSPW
998
Lake Street Private Wealth
Illinois
$1.41M -$1.58M -7,978 -53%
CCG
999
Catalina Capital Group
California
$1.41M +$255K +1,287 +22%
LFG
1000
Larson Financial Group
Missouri
$1.41M -$38.6K -195 -3%
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40
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