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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 %
MPI
1301
Mairs & Power Inc
Minnesota
$714K +$198K +998 +38%
SOAMC
1302
Spirit of America Management Corp
New York
$712K -$28.5K -144 -4%
PCIG
1303
Partners Capital Investment Group
Massachusetts
$707K +$3.57K +18 +0.5%
NGA
1304
Naples Global Advisors
Florida
$706K +$33.8K +170 +5%
AWE
1305
Avidian Wealth Enterprises
Texas
$704K -$4.75K -24 -0.7%
FA
1306
FF Advisors
California
$703K – – –
HIF
1307
Hill Island Financial
Michigan
$702K -$85.2K -430 -11%
SF
1308
Schaeffer Financial
Maryland
$701K +$3.57K +18 +0.5%
KSWA
1309
Kathleen S. Wright Associates
Pennsylvania
$700K +$792 +4 +0.1%
EIP
1310
Ellis Investment Partners
Pennsylvania
$699K -$15.6K -79 -2%
HPC
1311
Hobart Private Capital
North Carolina
$698K – – –
RIM
1312
Rockbridge Investment Management
New York
$697K -$5.74K -29 -0.8%
UF
1313
Univest Financial
Pennsylvania
$697K +$697K +3,517 New
RWM
1314
Rockwood Wealth Management
Pennsylvania
$696K +$36.6K +185 +6%
LPT
1315
Legacy Private Trust
Wisconsin
$696K +$12.3K +62 +2%
JWM
1316
JGP Wealth Management
Oregon
$694K +$10.1K +51 +1%
B
1317
Bailard
California
$693K – – –
MWA
1318
MN Wealth Advisors
Kansas
$692K -$1.78K -9 -0.3%
FNWM
1319
Financial Network Wealth Management
Utah
$691K -$4.97K -25 -0.7%
PP
1320
PrairieView Partners
Minnesota
$691K – – –
FM
1321
Foster & Motley
Ohio
$689K -$9.51K -48 -1%
SC
1322
Stephens Consulting
Michigan
$688K -$10.9K -55 -2%
FNWA
1323
Financial Network Wealth Advisors
Utah
$686K +$686K +3,465 New
MAA
1324
Matrix Asset Advisors
New York
$684K -$5.55K -28 -0.8%
BMD
1325
Better Money Decisions
New Mexico
$684K +$6.34K +32 +0.9%
51 52
53
54 55