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Vanguard Dividend Appreciation ETF
VIG

2,056 hedge funds and large institutions have $34.6B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 696 increasing their positions, 784 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $12.4M

68% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 73

2.03% more ownership

Funds ownership: 43.89% → 45.92% (+2%)

1% more funds holding

Funds holding: 2,039 → 2,056 (+17)

0% more capital invested

Capital invested by funds: $34.6B → $34.6B (+$19.6M)

7% less funds holding in top 10

Funds holding in top 10: 246 → 230 (-16)

11% less repeat investments, than reductions

Existing positions increased: 696 | Existing positions reduced: 784

Holders
2,056
Holders Change
+17
Holders Change %
+0.83%
% of All Funds
29.69%
Holding in Top 10
230
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.5%
% of All Funds
3.32%
New
123
Increased
696
Reduced
784
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$1.57B
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$116M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$63.9M
4
HWM
HB Wealth Management
Georgia
+$35.9M
5
OHWA
Oak Hill Wealth Advisors
Virginia
+$35.3M

Top Sellers

Rank Fund Capital Flow
1
AAS
Annex Advisory Services
Wisconsin
-$139M
2
Wells Fargo
Wells Fargo
California
-$68.2M
3
LNC
Lincoln National Corp
Pennsylvania
-$42M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$37.2M
5
Wealthfront Advisers
Wealthfront Advisers
California
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1001
Abacus Wealth Partners
California
$1.25M +$18K +100 +1%
SWM
1002
Silverlake Wealth Management
Vermont
$1.25M +$55.1K +306 +5%
GC
1003
Gratus Capital
Georgia
$1.24M -$27.4K -152 -2%
PG
1004
Patten Group
Tennessee
$1.24M +$18.2K +101 +2%
WMG
1005
WESCAP Management Group
California
$1.24M – – –
MWA
1006
Monograph Wealth Advisors
California
$1.24M – – –
CCM
1007
Carlson Capital Management
Minnesota
$1.24M +$9.36K +52 +0.8%
ACM
1008
AUA Capital Management
Pennsylvania
$1.24M -$238K -1,320 -16%
IWP
1009
Innova Wealth Partners
Pennsylvania
$1.23M +$667K +3,704 +121%
GCM
1010
Gallacher Capital Management
Colorado
$1.23M – – –
KP
1011
Keel Point
Alabama
$1.23M +$479K +2,662 +68%
CFO
1012
Callan Family Office
Pennsylvania
$1.23M – – –
PW
1013
Peninsula Wealth
California
$1.23M +$3.42K +19 +0.3%
FRA
1014
Frank Rimerman Advisors
California
$1.22M – – –
CG
1015
Cynosure Group
Utah
$1.21M -$79.9K -444 -6%
RW
1016
RVW Wealth
California
$1.2M +$34.6K +192 +3%
CFP
1017
Catalyst Financial Partners
Massachusetts
$1.2M +$1.18M +6,576 New
BB
1018
Busey Bank
Illinois
$1.2M -$1.02M -5,642 -46%
FRA
1019
Front Row Advisors
California
$1.2M +$117K +649 +11%
CHAM
1020
Clear Harbor Asset Management
Connecticut
$1.19M +$40.9K +227 +4%
WC
1021
Wexford Capital
Florida
$1.19M – – –
DWP
1022
Daymark Wealth Partners
Ohio
$1.18M +$193K +1,073 +20%
GDP
1023
Great Diamond Partners
Maine
$1.18M -$226K -1,253 -16%
KA
1024
Klingman & Associates
New York
$1.18M +$7.2K +40 +0.6%
CWM
1025
Collaborative Wealth Management
Florida
$1.18M -$129K -714 -10%
39 40
41
42 43

VIG Hedge Fund Activity: Q2 2024 in Review

2,056 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2024, worth a combined $34.6B — up 0.06% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new VIG positions and 73 closed out — a net gain of 50 holders — while 696 added to existing stakes and 784 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $1.57B. The largest seller was Annex Advisory Services, cutting an estimated $139M.

  • 2,056 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2024, up from 2,039 in Q1 2024.
  • Funds reported $34.6B of Vanguard Dividend Appreciation ETF stock for Q2 2024, up 0.06% quarter-over-quarter.
  • 123 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2024 and 73 closed out, a net change of +50 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $1.57B added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q2 2024 was Annex Advisory Services, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2024.