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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 %
FCIM
1251
Fairview Capital Investment Management
California
$772K – – –
IWM
1252
Integris Wealth Management
California
$772K – – –
AMM
1253
American Money Management
California
$767K +$53.9K +272 +8%
BFG
1254
Berger Financial Group
Minnesota
$767K +$82K +414 +12%
KWM
1255
Koa Wealth Management
California
$767K -$28.3K -143 -4%
BFA
1256
Bragg Financial Advisors
North Carolina
$766K +$244K +1,230 +47%
PAWA
1257
Palo Alto Wealth Advisors
California
$760K -$28.2K -141 -4%
BPWM
1258
Black Point Wealth Management
Florida
$759K +$1.59K +8 +0.2%
BCM
1259
Boltwood Capital Management
California
$758K – – –
PWLP
1260
Prio Wealth Limited Partnership
Massachusetts
$757K – – –
Fisher Asset Management
1261
Fisher Asset Management
Washington
$755K -$519K -2,622 -41%
TWG
1262
The Wealth Group
Minnesota
$754K – – –
Neuberger Berman Group
1263
Neuberger Berman Group
New York
$753K +$147K +740 +24%
IB
1264
Intrust Bank
Kansas
$752K -$17.2K -87 -2%
SWM
1265
Selective Wealth Management
Virginia
$752K +$16.7K +85 +2%
MSFP
1266
Mark Sheptoff Financial Planning
Connecticut
$751K +$41.6K +210 +6%
ADL
1267
Asset Dedication LLC
California
$751K +$108K +547 +17%
PMSA
1268
Patrick M. Sweeney & Associates
Illinois
$749K +$96.3K +486 +15%
GT
1269
Greenleaf Trust
Michigan
$748K -$68.7K -347 -8%
NG
1270
Norden Group
Utah
$748K +$748K +3,776 New
AWM
1271
Avaii Wealth Management
Wisconsin
$746K -$6.14K -31 -0.8%
LFS
1272
Lutz Financial Services
Nebraska
$745K – – –
NCFG
1273
New Century Financial Group
New Jersey
$744K -$29.5K -149 -4%
IPA
1274
Investment Planning Advisors
Georgia
$741K – – –
DWM
1275
Dechtman Wealth Management
Colorado
$740K +$3.17K +16 +0.4%
49 50
51
52 53