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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 %
CIAS
1176
CFS Investment Advisory Services
New Jersey
$951K -$705K -3,559 -43%
BSTWA
1177
Blake Schutter Theil Wealth Advisors
Ohio
$950K +$950K +4,798 New
CNB
1178
Camden National Bank
Maine
$950K -$186K -938 -16%
TYCC
1179
Texas Yale Capital Corp
Florida
$949K – – –
WP
1180
Westmount Partners
California
$945K +$14.9K +75 +2%
CKAIS
1181
Christensen King & Associates Investment Services
Washington
$944K +$20.8K +105 +2%
GWM
1182
GSB Wealth Management
Connecticut
$944K -$30.7K -155 -3%
CA
1183
Carson Advisory
Georgia
$940K +$132K +667 +16%
OAM
1184
Occidental Asset Management
California
$939K +$396 +2 +0%
LWA
1185
Lantern Wealth Advisors
New York
$938K -$68.9K -348 -7%
MIAS
1186
Mason Investment Advisory Services
Virginia
$936K +$4.56K +23 +0.5%
TW
1187
Towerpoint Wealth
California
$933K +$77K +389 +9%
FPW
1188
Flagship Private Wealth
Massachusetts
$930K +$29.9K +151 +3%
MFG
1189
Magnus Financial Group
New York
$925K +$14.5K +73 +2%
CCM
1190
Canal Capital Management
Virginia
$918K +$1.58K +8 +0.2%
ZIM
1191
Zacks Investment Management
Illinois
$917K +$297K +1,498 +48%
SRC
1192
Sage Rhino Capital
California
$915K – – –
RI
1193
Ridgewood Investments
New Jersey
$911K +$101K +508 +12%
SAM
1194
Smithbridge Asset Management
Pennsylvania
$909K -$183K -922 -17%
WH
1195
Willner & Heller
California
$906K +$4.16K +21 +0.5%
SP
1196
Successful Portfolios
Florida
$905K +$21.2K +107 +2%
RFA
1197
RTD Financial Advisors
Pennsylvania
$902K -$396 -2 -0%
HB
1198
HTLF Bank
Colorado
$900K -$6.34K -32 -0.7%
MHIC
1199
Marble Harbor Investment Counsel
Massachusetts
$900K -$990 -5 -0.1%
SLA
1200
Silver Lake Advisory
Utah
$900K -$66K -333 -7%
46 47
48
49 50