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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 %
GCM
1026
Gallacher Capital Management
Colorado
$1.34M +$1.39K +7 +0.1%
ACM
1027
AUA Capital Management
Pennsylvania
$1.33M -$8.52K -43 -0.6%
Optiver Holding
1028
Optiver Holding
Netherlands
$1.33M +$1.33M +6,718 New
FRA
1029
Frank Rimerman Advisors
California
$1.33M +$990 +5 +0.1%
PW
1030
Peninsula Wealth
California
$1.32M +$3.22K +16 +0.2%
CFP
1031
Catalyst Financial Partners
Massachusetts
$1.31M +$9.9K +50 +0.8%
BB
1032
Busey Bank
Illinois
$1.31M +$6.93K +35 +0.5%
CHAM
1033
Clear Harbor Asset Management
Connecticut
$1.31M +$13.9K +70 +1%
KP
1034
Keel Point
Alabama
$1.3M – – –
WC
1035
Wexford Capital
Florida
$1.29M – – –
PCM
1036
Piedmont Capital Management
Montana
$1.28M -$127K -633 -9%
KA
1037
Klingman & Associates
New York
$1.28M +$990 +5 +0.1%
CA
1038
Continuum Advisory
Idaho
$1.28M +$352K +1,756 +38%
SAG
1039
SageView Advisory Group
California
$1.27M -$213K -1,077 -14%
WFM
1040
Wolff Financial Management
Michigan
$1.27M +$1.27M +6,421 New
RCYC
1041
Richard C. Young & Co
Rhode Island
$1.27M +$43K +217 +4%
SS
1042
Sunbelt Securities
Texas
$1.27M +$7.92K +40 +0.6%
CWM
1043
Collaborative Wealth Management
Florida
$1.26M -$13.3K -67 -1%
NS
1044
NBC Securities
Alabama
$1.26M +$544K +2,749 +76%
HAM
1045
Harmony Asset Management
Arizona
$1.26M -$113K -570 -8%
SSC
1046
Syverson Strege & Co
Iowa
$1.25M – – –
HCM
1047
Highview Capital Management
Illinois
$1.25M – – –
BTI
1048
Blue Trust Inc
Georgia
$1.25M +$476K +2,605 +61%
FFM
1049
Forum Financial Management
Illinois
$1.25M +$166K +840 +15%
CAM
1050
Carret Asset Management
New York
$1.25M +$54.7K +276 +5%
40 41
42
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