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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 %
RTL
1451
Red Tortoise LLC
Georgia
$532K +$1.78K +9 +0.3%
CGF
1452
Constant Guidance Financial
Massachusetts
$531K +$108K +546 +26%
CCM
1453
Condor Capital Management
New Jersey
$530K -$237K -1,197 -31%
MFG
1454
Mendota Financial Group
Wisconsin
$529K – – –
OL
1455
Optas LLC
Texas
$527K – – –
CWP
1456
Curated Wealth Partners
California
$525K -$65.4K -330 -11%
GCIM
1457
Gunn & Company Investment Management
Florida
$525K -$276K -1,392 -34%
QCG
1458
Quadrant Capital Group
Ohio
$524K -$20.2K -102 -4%
TWP
1459
Total Wealth Planning
Ohio
$523K – – –
QWM
1460
Quadcap Wealth Management
Texas
$521K +$24.6K +124 +5%
TW
1461
TrinityPoint Wealth
Connecticut
$519K +$7.13K +36 +1%
MCM
1462
Mengis Capital Management
Oregon
$517K +$198 +1 +0%
PCA
1463
Prosperity Capital Advisors
Ohio
$516K +$10.9K +55 +2%
LWP
1464
LMG Wealth Partners
Louisiana
$515K – – –
DIA
1465
Dana Investment Advisors
Wisconsin
$514K +$594 +3 +0.1%
CAM
1466
Covenant Asset Management
New Jersey
$513K -$147K -741 -22%
AFG
1467
ABLE Financial Group
Arizona
$513K +$78.2K +395 +18%
BCG
1468
Breakwater Capital Group
New Jersey
$513K +$4.56K +23 +0.9%
TWM
1469
Trueblood Wealth Management
Ohio
$512K +$17K +86 +3%
RIA
1470
Realta Investment Advisors
Delaware
$511K -$120K -595 -19%
GFWA
1471
Grey Fox Wealth Advisors
Delaware
$511K -$5.17K -26 -1%
CRWM
1472
Castle Rock Wealth Management
California
$511K +$1.38K +7 +0.3%
MWM
1473
MBE Wealth Management
Wisconsin
$510K -$1.39K -7 -0.3%
JJBC
1474
James J. Burns & Company
New York
$509K +$1.19K +6 +0.2%
FPFS
1475
First Personal Financial Services
North Carolina
$509K -$9.9K -50 -2%
57 58
59
60 61