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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 %
NL
1351
NVWM LLC
Pennsylvania
$654K – – –
AG
1352
Ascent Group
Virginia
$652K +$26.9K +136 +4%
B
1353
Bensler
Washington
$650K -$13.5K -68 -2%
WDG
1354
Wealth Dimensions Group
Ohio
$649K – – –
OFG
1355
Oxford Financial Group
Indiana
$649K – – –
TCOO
1356
Trust Company of Oklahoma
Oklahoma
$649K – – –
BCCM
1357
Bridge Creek Capital Management
Massachusetts
$643K +$10.9K +55 +2%
MI
1358
Motiv8 Investments
Florida
$642K -$91.1K -460 -12%
SCM
1359
Saxony Capital Management
Missouri
$641K +$12.9K +65 +2%
HCM
1360
Howland Capital Management
Massachusetts
$641K – – –
MTWM
1361
Masso Torrence Wealth Management
New Jersey
$639K -$20.8K -105 -3%
MBI
1362
May Barnhard Investments
Maryland
$639K -$47.9K -242 -7%
HH
1363
Hilltop Holdings
Texas
$636K +$7.33K +37 +1%
GWAM
1364
Guardian Wealth Advisors (Minnesota)
Minnesota
$635K +$792 +4 +0.1%
AG
1365
AlTi Global
New York
$634K +$163K +821 +35%
LWM
1366
Laidlaw Wealth Management
New York
$633K +$24.2K +122 +4%
EP
1367
Essential Planning
New Hampshire
$632K -$6.54K -33 -1%
PFA
1368
Pure Financial Advisors
California
$632K -$90.7K -458 -13%
SIAS
1369
Summit Investment Advisory Services
Minnesota
$632K +$632K +3,191 New
GT
1370
Glenview Trust
Kentucky
$632K +$20.8K +105 +3%
LT
1371
Legacy Trust
Michigan
$631K – – –
HNB
1372
Hilltop National Bank
Wyoming
$630K -$34.1K -172 -5%
SWIG
1373
Strategic Wealth Investment Group
Kentucky
$629K +$629K +3,195 New
PMFA
1374
Plante Moran Financial Advisors
Michigan
$629K – – –
MAC
1375
Mason & Associates (California)
California
$626K -$8.45M -42,639 -93%
53 54
55
56 57