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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 %
MLL
1126
Moody Lynn & Lieberson
Massachusetts
$1.06M -$56.1K -283 -5%
ORC
1127
O'Rourke & Company
Massachusetts
$1.06M -$15.6K -79 -1%
WFA
1128
Wells Financial Advisors
Massachusetts
$1.05M – – –
MFA
1129
Morling Financial Advisors
California
$1.05M +$23.6K +119 +2%
SPI
1130
Sutton Place Investors
New York
$1.05M – – –
EFP
1131
Elser Financial Planning
Indiana
$1.05M -$43.6K -220 -4%
BIM
1132
Baldwin Investment Management
Pennsylvania
$1.05M +$1.58K +8 +0.2%
AI
1133
Accredited Investors
Minnesota
$1.05M +$9.51K +48 +0.9%
BPAMU
1134
BTG Pactual Asset Management US
New York
$1.04M +$1.04M +5,985 New
SAM
1135
Sawgrass Asset Management
Florida
$1.04M – – –
CAS
1136
Coppell Advisory Solutions
Texas
$1.04M -$538K -2,727 -34%
PP
1137
Patten & Patten
Tennessee
$1.03M +$594 +3 +0.1%
PS
1138
Principal Securities
Iowa
$1.02M +$68.5K +346 +7%
FRA
1139
Front Row Advisors
California
$1.02M -$277K -1,393 -21%
BWG
1140
Balanced Wealth Group
Ohio
$1.02M -$236K -1,191 -19%
MFWP
1141
Mosaic Family Wealth Partners
Missouri
$1.02M +$40K +202 +4%
VDBMI
1142
Van Den Berg Management I
Texas
$1.02M -$18.2K -92 -2%
BMWM
1143
Brown Miller Wealth Management
Virginia
$1.01M -$14.7K -74 -1%
YIA
1144
YHB Investment Advisors
Connecticut
$1.01M -$37.2K -188 -4%
IWN
1145
Independent Wealth Network
Iowa
$1.01M -$8.72K -44 -0.9%
JCM
1146
Jag Capital Management
Missouri
$1.01M -$29.9K -151 -3%
CW
1147
CIC Wealth
Maryland
$1M +$792 +4 +0.1%
TC
1148
TAGStone Capital
North Carolina
$1M +$343K +1,726 +52%
FG
1149
Fiduciary Group
Georgia
$999K – – –
FGA
1150
Fortis Group Advisors
New Jersey
$999K -$14.7K -74 -1%
44 45
46
47 48