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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,088 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, 843 increasing their positions, 756 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,088
Holders Change
+46
Holders Change %
+2.25%
% of All Funds
30.2%
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
843
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
$239M
2
3AM
3EDGE Asset Management
Florida
$96M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.86B
4
CWM
Congress Wealth Management
Massachusetts
$65.1M
5
LPL Financial
LPL Financial
California
$1.15B

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$10.5M
2
Charles Schwab
Charles Schwab
California
$0
3
Bank of America
Bank of America
North Carolina
$4.19B
4
Wells Fargo
Wells Fargo
California
$1.92B
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$33.5M -$873K -4,408 -3%
AT
127
Arlington Trust
Alabama
$33.1M +$15.3K +77 +0%
EW
128
Evoke Wealth
California
$32.7M +$31.7M +159,320 +3,097%
MWM
129
Mittelman Wealth Management
Massachusetts
$32.6M +$10.5M +53,041 +48%
SI
130
Stephens Inc
Arkansas
$32.6M +$3.4M +17,181 +12%
FI
131
FIDELIS iM
Oregon
$32.5M +$242K +1,223 +0.8%
BSSFA
132
Baron Silver Stevens Financial Advisors
Florida
$32.4M +$753K +3,804 +2%
ECG
133
Edge Capital Group
Georgia
$31.7M +$3.33M +16,831 +12%
DT
134
Diversified Trust
Tennessee
$31.7M +$570K +2,879 +2%
CAL
135
Capital Advisors Ltd
Ohio
$31.6M -$713K -3,599 -2%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$30.7M +$348K +1,756 +1%
CAWM
137
Capital Advisors Wealth Management
Washington
$30.6M +$138K +695 +0.5%
PMG
138
ProVise Management Group
Florida
$30.4M -$1.43M -7,230 -5%
HI
139
Human Investing
Oregon
$30M -$296K -1,495 -1%
First Manhattan
140
First Manhattan
New York
$29.6M -$1.63M -8,217 -5%
SFA
141
Seneca Financial Advisors
New York
$29.3M -$124K -625 -0.4%
VA
142
Valmark Advisers
Ohio
$29.2M +$492K +2,482 +2%
FCM
143
Firestone Capital Management
Florida
$29M -$1.2M -6,053 -4%
IAS
144
Investment Advisory Services
Texas
$28.8M +$776K +3,916 +3%
AM
145
AGF Management
Ontario, Canada
$28.2M -$101K -510 -0.4%
GWM
146
Gray Wealth Management
Maine
$28M +$475K +2,398 +2%
SIM
147
Studio Investment Management
Illinois
$27.9M +$519K +2,607 +2%
AA
148
Advisory Alpha
Michigan
$27.8M -$460K -2,323 -2%
NW
149
NewEdge Wealth
Pennsylvania
$27.3M -$79.8K -403 -0.3%
CA
150
Clearstead Advisors
Ohio
$26.5M -$94.7K -478 -0.4%
4 5
6
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