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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 %
FFM
1151
Flagstone Financial Management
Nebraska
$997K – – –
ML
1152
McAdam LLC
Pennsylvania
$992K +$72.1K +364 +8%
QCM
1153
QRG Capital Management
Illinois
$991K +$44K +222 +5%
ITIM
1154
Indiana Trust & Investment Management
Indiana
$989K – – –
IF
1155
Integrity Financial
Wyoming
$989K +$37.6K +190 +4%
JIC
1156
JRM Investment Counsel
Nebraska
$983K -$38K -192 -4%
SPI
1157
Santori & Peters Inc
Pennsylvania
$981K +$3.96K +20 +0.4%
VC
1158
Vicus Capital
Pennsylvania
$979K +$1.78K +9 +0.2%
SA
1159
SpiderRock Advisors
Delaware
$978K +$358K +1,806 +58%
RDFA
1160
Ritter Daniher Financial Advisory
Ohio
$976K – – –
MPW
1161
MA Private Wealth
California
$976K -$78.4K -396 -7%
FFWM
1162
Future Financial Wealth Management
Ohio
$975K -$30.7K -155 -3%
MCM
1163
Maple Capital Management
Vermont
$973K -$160K -808 -14%
BIM
1164
Bridges Investment Management
Nebraska
$970K -$23.6K -119 -2%
PNC
1165
Park National Corp
Ohio
$967K -$2.38K -12 -0.2%
RA
1166
Rockingstone Advisors
Massachusetts
$964K +$6.93K +35 +0.7%
IP
1167
Ignite Planners
California
$958K +$792 +4 +0.1%
SAM
1168
Smartleaf Asset Management
Massachusetts
$957K -$2.76K -14 -0.3%
OCPWS
1169
One Charles Private Wealth Services
Massachusetts
$955K +$27.1K +137 +3%
MPWT
1170
MassMutual Private Wealth & Trust
Connecticut
$955K -$10.7K -54 -1%
TA
1171
TruWealth Advisors
Louisiana
$954K -$792 -4 -0.1%
KTA
1172
Keeley-Teton Advisors
Illinois
$952K – – –
RWPA
1173
Richard W. Paul & Associates
Michigan
$952K -$62.6K -316 -6%
VDI
1174
Vaughan David Investments
Illinois
$952K -$55.9K -282 -6%
SFG
1175
SNS Financial Group
Minnesota
$951K -$45.9K -231 -5%
45 46
47
48 49