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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 %
MCC
1051
Maiden Cove Capital
Maine
$1.25M +$268K +1,352 +27%
SWP
1052
Summit Wealth Partners
Florida
$1.25M -$132K -664 -10%
CFIA
1053
Cantor Fitzgerald Investment Advisors
New York
$1.25M – – –
RT
1054
Rockland Trust
Massachusetts
$1.24M -$2.18K -11 -0.2%
TDC
1055
Thompson Davis & Co
Virginia
$1.24M +$124K +626 +11%
MAG
1056
Mayfair Advisory Group
Alabama
$1.24M +$789 +4 +0.1%
BL
1057
BFSG LLC
California
$1.24M -$1.98K -10 -0.2%
CHA
1058
Cooper/Haims Advisors
New York
$1.24M +$20.8K +105 +2%
RW
1059
RVW Wealth
California
$1.23M -$67.9K -343 -5%
NED
1060
Nancy E. Dempze
$1.23M – – –
FCA
1061
Fortis Capital Advisors
Kansas
$1.23M +$13.1K +66 +1%
DWP
1062
Daymark Wealth Partners
Ohio
$1.23M -$53.9K -272 -4%
ATS
1063
Ashton Thomas Securities
New York
$1.23M +$60.8K +307 +5%
EFL
1064
ERn Financial LLC
Wisconsin
$1.22M -$990 -5 -0.1%
BA
1065
Bristlecone Advisors
Washington
$1.22M -$18.2K -92 -1%
RFN
1066
RDA Financial Network
Iowa
$1.22M -$3.57K -18 -0.3%
HWM
1067
Horizon Wealth Management
Illinois
$1.21M +$198 +1 +0%
LWA
1068
Ledgewood Wealth Advisors
New Hampshire
$1.21M -$34.3K -173 -3%
FCBT
1069
First Citizens Bank & Trust
North Carolina
$1.21M – – –
GDP
1070
Great Diamond Partners
Maine
$1.21M -$74.5K -376 -6%
AWP
1071
Abacus Wealth Partners
California
$1.2M -$150K -758 -11%
S
1072
Sunpointe
Missouri
$1.2M -$2.89M -14,520 -71%
TC
1073
Tenret Company
Florida
$1.2M – – –
CPA
1074
Clear Point Advisors
New York
$1.19M +$26.7K +135 +2%
QWM
1075
Quaker Wealth Management
New Jersey
$1.19M +$1.19M +6,001 New
41 42
43
44 45