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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 %
CG
1226
Cynosure Group
Utah
$825K -$491K -2,478 -37%
PSB
1227
Passumpsic Savings Bank
Vermont
$821K +$18.8K +95 +2%
MYIA
1228
Mount Yale Investment Advisors
Colorado
$816K -$119K -600 -13%
BTW
1229
Boston Trust Walden
Massachusetts
$816K – – –
KFP
1230
KMG Fiduciary Partners
Ohio
$816K -$61K -308 -7%
CNC
1231
Citizens & Northern Corp
Pennsylvania
$816K – – –
CMS
1232
Capital Market Strategies
Florida
$811K -$7.33K -37 -0.9%
TWM
1233
Thrive Wealth Management
Pennsylvania
$811K -$23.8K -120 -3%
SP
1234
Sequent Planning
Nebraska
$807K +$58.6K +296 +8%
KC
1235
Kingfisher Capital
North Carolina
$805K +$396 +2 +0%
WCWM
1236
Willow Creek Wealth Management
California
$803K -$7.13K -36 -0.9%
CPSAC
1237
Chas P. Smith & Associates (CPS)
Florida
$801K – – –
VR
1238
Valued Retirements
Texas
$798K +$41.2K +208 +5%
HA
1239
HFG Advisors
Ohio
$795K +$18.6K +94 +2%
PVI
1240
Pine Valley Investments
New Jersey
$795K -$130K -654 -14%
AWP
1241
Ascent Wealth Partners
New York
$793K +$4.36K +22 +0.6%
GL
1242
Gerber LLC
Ohio
$791K – – –
RW
1243
Regimen Wealth
Georgia
$787K +$243K +1,227 +45%
TWA
1244
TCI Wealth Advisors
Arizona
$785K +$14.1K +71 +2%
BWA
1245
Bordeaux Wealth Advisors
California
$781K – – –
CA
1246
Claro Advisors
Massachusetts
$780K +$74.5K +376 +11%
CMAI
1247
Capital Management Associates Inc
Minnesota
$779K -$14.7K -74 -2%
ACP
1248
Arcus Capital Partners
Georgia
$777K +$1.98K +10 +0.3%
CWA
1249
Core Wealth Advisors
Florida
$777K +$70.3K +355 +10%
BC
1250
Bowman & Company
Wisconsin
$774K -$990 -5 -0.1%
48 49
50
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