VIG icon

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
1076
Cadence Bank
Mississippi
$1.19M -$9.9K -50 -0.8%
FCH
1077
Freestone Capital Holdings
Washington
$1.18M +$177K +896 +18%
SPWM
1078
Schrum Private Wealth Management
Florida
$1.17M +$456K +2,303 +63%
NWMG
1079
National Wealth Management Group
Ohio
$1.17M -$233K -1,176 -17%
XF
1080
XML Financial
Maryland
$1.17M +$33.1K +167 +3%
SW
1081
Simplicity Wealth
New Jersey
$1.17M -$2.09M -10,574 -64%
TFGT
1082
TS Financial Group (TSFG)
Illinois
$1.17M -$45.6K -230 -4%
NP
1083
Nilsine Partners
Colorado
$1.17M – – –
CWM
1084
Cranbrook Wealth Management
Michigan
$1.16M – – –
EL
1085
Essex LLC
Illinois
$1.16M +$115K +579 +11%
I
1086
INVST
Indiana
$1.16M -$453K -2,285 -28%
MLFP
1087
MPS Loria Financial Planners
Illinois
$1.16M +$3.37K +17 +0.3%
JIP
1088
Jaffetilchin Investment Partners
Florida
$1.15M +$150K +759 +15%
WDL
1089
Well Done LLC
Michigan
$1.15M +$1.19K +6 +0.1%
CHP
1090
Cable Hill Partners
Oregon
$1.15M – – –
WB
1091
Webster Bank
Connecticut
$1.14M +$291K +1,471 +34%
IA
1092
IFG Advisors
Missouri
$1.14M +$94.1K +475 +9%
GCA
1093
Gradient Capital Advisors
California
$1.14M -$396 -2 -0%
SFG
1094
Sovereign Financial Group
Connecticut
$1.13M -$86.6K -437 -7%
SF
1095
Safeguard Financial
Wisconsin
$1.13M +$9.71K +49 +0.9%
WB
1096
WesBanco Bank
West Virginia
$1.13M +$107K +539 +10%
FB
1097
First Bancorp
Maine
$1.13M +$18K +91 +2%
CAAS
1098
Capital Asset Advisory Services
Michigan
$1.12M -$197 -1 -0%
USB
1099
Union Savings Bank
Connecticut
$1.12M -$56.6K -286 -5%
KCFA
1100
Key Client Fiduciary Advisors
New Jersey
$1.12M +$23K +116 +2%
42 43
44
45 46