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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 %
OWM
1101
OneAscent Wealth Management
Alabama
$1.12M +$1.12M +5,622 New
EFA
1102
Evernest Financial Advisors
Indiana
$1.12M +$3.57K +18 +0.3%
TCA
1103
Trifecta Capital Advisors
Illinois
$1.11M +$990 +5 +0.1%
FAG
1104
Fortitude Advisory Group
Washington
$1.11M +$29.9K +151 +3%
EWM
1105
Elmwood Wealth Management
California
$1.11M – – –
EA
1106
Evergreen Advisors
Tennessee
$1.11M +$5.15K +26 +0.5%
PAM
1107
Palisade Asset Management
Minnesota
$1.11M +$139K +700 +14%
NWM
1108
Northwest Wealth Management
Iowa
$1.1M -$5.15K -26 -0.5%
CCG
1109
Cypress Capital Group
Florida
$1.1M +$117K +590 +12%
VFA
1110
Valeo Financial Advisors
Indiana
$1.1M -$47.7K -241 -4%
LRIA
1111
Leonard Rickey Investment Advisors
Washington
$1.1M +$8.71K +44 +0.8%
P
1112
Pitcairn
Pennsylvania
$1.1M +$482K +2,432 +78%
RCM
1113
Radnor Capital Management
Pennsylvania
$1.09M +$1.09M +5,523 New
IFWM
1114
Institute for Wealth Management
Colorado
$1.09M +$29.1K +147 +3%
HA
1115
Herold Advisors
New York
$1.09M -$39.4K -199 -3%
BWP
1116
Baldwin Wealth Partners
Massachusetts
$1.09M – – –
LBC
1117
Lowe Brockenbrough & Co
Virginia
$1.09M +$277K +1,392 +34%
FPGK
1118
Financial Partners Group (Kansas)
Kansas
$1.09M -$16K -81 -1%
NB
1119
Northwest Bancshares
Pennsylvania
$1.09M -$65.2K -329 -6%
WIP
1120
WealthCare Investment Partners
Rhode Island
$1.08M +$28.5K +146 +3%
SCA
1121
Sage Capital Advisors
South Dakota
$1.07M +$20K +101 +2%
PFA
1122
Pettinga Financial Advisors
Indiana
$1.07M -$71.1K -359 -6%
LCC
1123
Lincoln Capital Corp
Rhode Island
$1.07M – – –
BWM
1124
Blossom Wealth Management
California
$1.06M +$42.6K +215 +4%
LL
1125
LWMG LLC
Minnesota
$1.06M +$79.8K +403 +8%
43 44
45
46 47