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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 %
HFO
1401
Heritage Family Offices
Arizona
$596K – – –
MWM
1402
Merriman Wealth Management
Washington
$595K -$14.7K -74 -2%
SP
1403
Symmetry Partners
Connecticut
$594K +$594K +3,000 New
HDIM
1404
Hanson & Doremus Investment Management
Vermont
$594K -$14.3K -72 -2%
BBI
1405
Baxter Bros Inc
Connecticut
$593K +$17.8K +90 +3%
LWM
1406
Lakeridge Wealth Management
Ohio
$590K -$89.1K -450 -13%
RFA
1407
Rollins Financial Advisors
New York
$589K +$4.36K +22 +0.7%
JC
1408
JB Capital
Connecticut
$588K -$5.94K -30 -1%
BWA
1409
BCU Wealth Advisors
Illinois
$588K +$1.78K +9 +0.3%
SCA
1410
Scott Capital Advisors
Oregon
$588K – – –
VWWMG
1411
Vermillion & White Wealth Management Group
Pennsylvania
$587K – – –
KAS
1412
KPP Advisory Services
Kentucky
$587K +$117K +592 +25%
Belvedere Trading
1413
Belvedere Trading
Illinois
$585K +$276K +1,396 +89%
MIM
1414
Macroview Investment Management
Maryland
$584K -$198 -1 -0%
TTWM
1415
TCV Trust & Wealth Management
Virginia
$583K +$35.8K +181 +7%
JHCP
1416
Jackson Hole Capital Partners
Oklahoma
$582K +$198 +1 +0%
AIA
1417
Alera Investment Advisors
Illinois
$582K +$37.8K +191 +7%
CA
1418
CoreCap Advisors
Michigan
$581K +$581K +2,934 New
CAMG
1419
CWA Asset Management Group
Florida
$581K +$581K +2,933 New
DWM
1420
Destination Wealth Management
California
$578K +$594 +3 +0.1%
OBGC
1421
O'Brien Greene & Co
Pennsylvania
$572K +$2.57K +13 +0.5%
1W
1422
1776 Wealth
Georgia
$566K – – –
PWP
1423
Phillips Wealth Planners
Mississippi
$565K -$7.24K -36 -1%
SSW
1424
Stone Summit Wealth
Florida
$561K +$19.8K +100 +4%
WWM
1425
Wiser Wealth Management
Georgia
$561K +$220K +1,111 +65%
55 56
57
58 59