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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 %
FFG
1326
Frisch Financial Group
New York
$683K +$3.18K +16 +0.5%
AWM
1327
Alterna Wealth Management
Texas
$681K +$10.7K +54 +2%
AP
1328
Appleton Partners
Massachusetts
$681K -$33.3K -168 -5%
PHWM
1329
Pine Harbor Wealth Management
Maryland
$681K -$200K -1,007 -23%
GLR
1330
Great Lakes Retirement
Ohio
$679K +$69.6K +350 +11%
SCM
1331
Sage Capital Management
New Jersey
$678K +$1.39K +7 +0.2%
TCM
1332
Telos Capital Management
California
$678K +$4.56K +23 +0.7%
AWA
1333
Adapt Wealth Advisors
Georgia
$677K -$28.9K -146 -4%
FEG
1334
Financial Enhancement Group
Indiana
$677K +$44.5K +289 +7%
O3W
1335
Omni 360 Wealth
New Jersey
$677K -$396 -2 -0.1%
AAM
1336
Aureus Asset Management
Massachusetts
$677K -$12.7K -64 -2%
SIMG
1337
Sonora Investment Management Group
Arizona
$674K -$57K -288 -8%
PSF
1338
Pacific Sun Financial
California
$672K -$43.6K -220 -6%
GAM
1339
Gemmer Asset Management
California
$671K -$18K -91 -3%
ATC
1340
Advantage Trust Company
Kansas
$671K – – –
GF
1341
Gimbal Financial
Indiana
$670K -$1.78K -9 -0.3%
CAM
1342
Clark Asset Management
New Hampshire
$670K +$88.5K +447 +15%
FWCM
1343
Ferguson Wellman Capital Management
Oregon
$669K +$2.18K +11 +0.3%
AL
1344
ACAS LLC
California
$668K -$189K -955 -22%
HWM
1345
Hemington Wealth Management
Virginia
$667K – – –
VNA
1346
Valley National Advisers
Pennsylvania
$665K – – –
WCP
1347
Wick Capital Partners
Pennsylvania
$664K +$198 +1 +0%
MWP
1348
Meridian Wealth Partners
Pennsylvania
$661K -$6.54K -33 -1%
TMWM
1349
Taylor & Morgan Wealth Management
Michigan
$658K +$990 +5 +0.2%
GFP
1350
Gryphon Financial Partners
Ohio
$658K -$3.57K -18 -0.5%
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