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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 %
VIM
1376
Vista Investment Management
Pennsylvania
$625K -$792 -4 -0.1%
FA
1377
Financial Alternatives
California
$623K -$1.58K -8 -0.3%
HFS
1378
Heritage Financial Services
Massachusetts
$623K – – –
BI
1379
Ballast Inc
Kentucky
$620K +$7.53K +38 +1%
SFP
1380
Sterling Financial Planning
New Jersey
$619K -$23.4K -118 -4%
SC
1381
Saiph Capital
New Jersey
$618K – – –
SBIA
1382
Sheaff Brock Investment Advisors
Indiana
$615K +$198 +1 +0%
TSW
1383
Thompson Siegel & Walmsley
Virginia
$615K +$615K +3,106 New
S
1384
SimplyRich
California
$614K – – –
CWP
1385
Cyndeo Wealth Partners
Florida
$613K +$339K +1,712 +124%
SWM
1386
Schwallier Wealth Management
Michigan
$611K -$7.92K -40 -1%
SIC
1387
Samalin Investment Counsel
New York
$609K +$57.6K +291 +10%
SAM
1388
S.A. Mason
Michigan
$608K -$9.9K -50 -2%
CF
1389
Convergence Financial
Missouri
$607K -$125K -631 -17%
NEWAS
1390
N.E.W. Advisory Services
Wisconsin
$607K -$78K -394 -11%
EA
1391
Ellsworth Advisors
Ohio
$605K +$396 +2 +0.1%
HI
1392
Hoey Investments
Pennsylvania
$605K – – –
HAIM
1393
Hunter Associates Investment Management
Pennsylvania
$604K -$135K -680 -18%
PWMG
1394
Prestige Wealth Management Group
New Jersey
$604K +$14.9K +75 +3%
JCFM
1395
JBR Co Financial Management
Oklahoma
$602K – – –
CGPCS
1396
Capital Group Private Client Services
California
$601K -$2.97K -15 -0.5%
SAI
1397
Savvy Advisors Inc
New York
$599K +$37.8K +191 +7%
IWA
1398
Icon Wealth Advisors
Texas
$599K – – –
WFAG
1399
Worth Financial Advisory Group
North Carolina
$597K -$27.9K -141 -4%
DAS
1400
Diversify Advisory Services
Utah
$597K +$70.5K +353 +13%
54 55
56
57 58