VIG icon

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 %
LCM
1276
LVM Capital Management
Michigan
$739K – – –
DWM
1277
Darwin Wealth Management
Florida
$735K +$735K +3,710 New
W
1278
Wealthquest
Ohio
$734K – – –
CPP
1279
Capasso Planning Partners
South Carolina
$734K -$115K -579 -14%
SWM
1280
Seaside Wealth Management
California
$733K +$3.57K +18 +0.5%
FNBOO
1281
First National Bank of Omaha
Nebraska
$732K -$2.77K -14 -0.4%
SFC
1282
SYM Financial Corp
Indiana
$730K – – –
ST
1283
Smithfield Trust
Pennsylvania
$729K +$58.2K +294 +9%
LIA
1284
LBMC Investment Advisors
Tennessee
$728K +$213K +1,075 +41%
MBTD
1285
Mechanics Bank - Trust Department
California
$728K +$355K +1,790 +95%
PPW
1286
Pasadena Private Wealth
California
$728K -$3.57K -18 -0.5%
SAW
1287
Signal Advisors Wealth
Michigan
$725K +$725K +3,661 New
RWA
1288
Redhawk Wealth Advisors
Minnesota
$725K +$18K +91 +3%
TFM
1289
Trademark Financial Management
Minnesota
$725K +$38.6K +195 +6%
BWP
1290
BSW Wealth Partners
Colorado
$724K +$594 +3 +0.1%
IWS
1291
Insight Wealth Strategies
California
$723K +$2.77K +14 +0.4%
RIG
1292
RiverFront Investment Group
Virginia
$723K -$238K -1,203 -25%
NIC
1293
Northwest Investment Counselors
Oregon
$720K – – –
BIP
1294
Blueprint Investment Partners
North Carolina
$720K +$720K +3,634 New
VCP
1295
Verus Capital Partners
Arizona
$719K +$396 +2 +0.1%
GBT
1296
Grove Bank & Trust
Florida
$718K – – –
EL
1297
EWA LLC
Pennsylvania
$717K +$28.2K +141 +4%
CS
1298
Cannell & Spears
New York
$717K +$279K +1,409 +64%
LEFP
1299
Leading Edge Financial Planning
Tennessee
$717K -$63K -318 -8%
SAM
1300
Synergy Asset Management
Washington
$717K -$17.6K -89 -2%
50 51
52
53 54