VIG icon

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 %
BOPW
1426
Brandywine Oak Private Wealth
Pennsylvania
$560K -$30.5K -154 -5%
PFG
1427
Pacific Financial Group
Washington
$560K -$54.9K -277 -9%
BMMM
1428
Boston Mountain Money Management
Arkansas
$558K – – –
CVA
1429
Central Valley Advisors
California
$555K – – –
LW
1430
Libra Wealth
California
$554K – – –
Squarepoint
1431
Squarepoint
New York
$554K +$554K +2,795 New
TCM
1432
Towercrest Capital Management
Pennsylvania
$553K -$2.97K -15 -0.5%
AWMG
1433
Alliance Wealth Management Group
New Jersey
$553K – – –
PWM
1434
PBMares Wealth Management
Virginia
$551K +$85.4K +431 +18%
AGP
1435
Autumn Glory Partners
Texas
$549K -$22.2K -112 -4%
RAS
1436
RPS Advisory Solutions
Kentucky
$549K +$11.5K +58 +2%
AMCA
1437
Arthur M. Cohen & Associates
Illinois
$548K – – –
ML
1438
Mayport LLC
Massachusetts
$547K +$230K +1,163 +73%
AssetMark Inc
1439
AssetMark Inc
California
$547K +$8.32K +42 +2%
CANC
1440
Culbertson A N & Co
Virginia
$546K – – –
TWM
1441
Tanager Wealth Management
United Kingdom
$543K -$83.9K -422 -13%
LWM
1442
LJI Wealth Management
Indiana
$542K +$396 +2 +0.1%
HPIA
1443
Hamilton Point Investment Advisors
North Carolina
$539K +$46.9K +236 +10%
MAM
1444
McLean Asset Management
Virginia
$539K +$394 +2 +0.1%
SWM
1445
Sugarloaf Wealth Management
Georgia
$539K +$1.39K +7 +0.3%
AWAG
1446
ARS Wealth Advisors Group
Florida
$538K +$17K +86 +3%
BFP
1447
Beacon Financial Planning
Massachusetts
$536K +$1.39K +7 +0.3%
CTWM
1448
Cherry Tree Wealth Management
Minnesota
$534K +$31.9K +161 +6%
BHBT
1449
Burke & Herbert Bank & Trust
Virginia
$533K +$594 +3 +0.1%
FWI
1450
Facet Wealth Inc
Maryland
$532K -$67.5K -346 -11%
56 57
58
59 60