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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 %
CB
1001
Community Bank
New York
$1.41M – – –
ESB
1002
Essex Savings Bank
Connecticut
$1.41M -$19.8K -100 -1%
RRCM
1003
Rappaport Reiches Capital Management
Illinois
$1.4M – – –
PJWM
1004
Philip James Wealth Mangement
Georgia
$1.4M +$19.2K +97 +1%
LWM
1005
Luminvest Wealth Management
Arizona
$1.39M +$18K +91 +1%
ECG
1006
EPIQ Capital Group
California
$1.39M +$6.76K +34 +0.5%
CFO
1007
Callan Family Office
Pennsylvania
$1.39M +$59.4K +300 +4%
NFG
1008
Nadler Financial Group
Illinois
$1.39M -$31.1K -157 -2%
AI
1009
Atria Investments
North Carolina
$1.39M +$170K +857 +14%
SB
1010
Simmons Bank
Arkansas
$1.38M – – –
BWM
1011
Birchcreek Wealth Management
Ohio
$1.38M -$174K -877 -11%
KNFPWM
1012
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.38M -$114K -575 -8%
PP
1013
Prudential plc
United Kingdom
$1.38M -$23.8K -120 -2%
KLI
1014
Kelman-Lazarov Inc
Tennessee
$1.37M – – –
VCM
1015
Versant Capital Management
Arizona
$1.37M – – –
CWMGP
1016
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.37M +$6.73K +34 +0.5%
EHC
1017
Everett Harris & Co
California
$1.37M -$97.4K -492 -7%
SFS
1018
Strategic Financial Services
New York
$1.37M -$49.7K -251 -4%
ONSWM
1019
Old North State Wealth Management
North Carolina
$1.36M -$54.7K -276 -4%
WCM
1020
Weik Capital Management
Pennsylvania
$1.36M -$1.98K -10 -0.1%
SWM
1021
Silverlake Wealth Management
Vermont
$1.35M +$792 +4 +0.1%
CCM
1022
Carlson Capital Management
Minnesota
$1.35M +$4.56K +23 +0.3%
WMG
1023
WESCAP Management Group
California
$1.35M – – –
MWA
1024
Monograph Wealth Advisors
California
$1.34M +$796 +4 +0.1%
PG
1025
Patten Group
Tennessee
$1.34M -$9.9K -50 -0.7%
39 40
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