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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 %
KOMWMG
1201
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$896K -$201K -1,017 -18%
RBCM
1202
Raub Brock Capital Management
California
$895K -$1.98K -10 -0.2%
APIM
1203
Agate Pass Investment Management
Washington
$894K -$86K -434 -9%
HCM
1204
HMS Capital Management
Tennessee
$894K – – –
AHC
1205
Anderson Hoagland & Co
Missouri
$889K – – –
RWP
1206
Revolve Wealth Partners
New Jersey
$889K +$254K +1,281 +40%
SCM
1207
SOL Capital Management
Maryland
$888K -$19.8K -100 -2%
GS
1208
GTS Securities
New York
$887K -$567K -2,862 -39%
HCMT
1209
Highland Capital Management (Tennessee)
Tennessee
$878K +$63.8K +322 +8%
BCM
1210
Brookmont Capital Management
Texas
$877K +$1.78K +9 +0.2%
CM
1211
Capital Management
Virginia
$871K – – –
LWM
1212
LongView Wealth Management
Georgia
$870K -$38.6K -195 -4%
AC
1213
Anson Capital
Georgia
$869K -$101K -510 -10%
ES
1214
Eagle Strategies
New York
$865K -$8.91K -45 -1%
MTIC
1215
Missouri Trust & Investment Company
Missouri
$852K +$39K +197 +5%
SFWA
1216
Summit Financial Wealth Advisors
Louisiana
$848K +$43.6K +220 +5%
WIM
1217
WealthPlan Investment Management
Nebraska
$845K +$845K +4,265 New
JWBC
1218
John W. Brooker & Co
California
$841K -$1.19K -6 -0.1%
TC
1219
Trust Company
Kansas
$840K +$14.5K +73 +2%
MWM
1220
Melfa Wealth Management
Massachusetts
$839K +$2.18K +11 +0.3%
IF
1221
Intrua Financial
Texas
$839K -$1.98K -10 -0.2%
LFS
1222
Legacy Financial Strategies
Kansas
$832K – – –
PMG
1223
Private Management Group
California
$831K -$2.77K -14 -0.3%
FA
1224
Fiduciary Alliance
South Carolina
$829K +$195K +983 +31%
GM
1225
GeoWealth Management
Illinois
$825K +$375K +1,892 +83%
47 48
49
50 51