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Vanguard Dividend Appreciation ETF
VIG

2,101 hedge funds and large institutions have $38.2B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 848 increasing their positions, 760 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 67

44% more call options, than puts

Call options by funds: $110M | Put options by funds: $76.9M

12% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 760

10% more capital invested

Capital invested by funds: $34.6B → $38.2B (+$3.6B)

7% more funds holding in top 10

Funds holding in top 10: 230 → 245 (+15)

2% more funds holding

Funds holding: 2,055 → 2,101 (+46)

1.48% less ownership

Funds ownership: 45.91% → 44.43% (-1.5%)

Holders
2,101
Holders Change
+46
Holders Change %
+2.24%
% of All Funds
30.17%
Holding in Top 10
245
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.52%
% of All Funds
3.52%
New
139
Increased
848
Reduced
760
Closed
67
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M

Top Buyers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
+$228M
2
3AM
3EDGE Asset Management
Florida
+$92.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$79.5M
4
CWM
Congress Wealth Management
Massachusetts
+$62M
5
LPL Financial
LPL Financial
California
+$60M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$1.66B
2
Charles Schwab
Charles Schwab
California
-$115M
3
Bank of America
Bank of America
North Carolina
-$98.8M
4
Wells Fargo
Wells Fargo
California
-$94.3M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$84.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$33.5M -$839K -4,408 -3%
AT
127
Arlington Trust
Alabama
$33.1M +$14.7K +77 +0%
EW
128
Evoke Wealth
California
$32.7M +$30.3M +159,320 +3,097%
MWM
129
Mittelman Wealth Management
Massachusetts
$32.6M +$10.1M +53,041 +48%
SI
130
Stephens Inc
Arkansas
$32.6M +$3.27M +17,181 +12%
FI
131
FIDELIS iM
Oregon
$32.5M +$233K +1,223 +0.8%
BSSFA
132
Baron Silver Stevens Financial Advisors
Florida
$32.4M +$724K +3,804 +2%
ECG
133
Edge Capital Group
Georgia
$31.7M +$3.2M +16,831 +12%
DT
134
Diversified Trust
Tennessee
$31.7M +$548K +2,879 +2%
CAL
135
Capital Advisors Ltd
Ohio
$31.6M -$685K -3,599 -2%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$30.7M +$334K +1,756 +1%
CAWM
137
Capital Advisors Wealth Management
Washington
$30.6M +$132K +695 +0.5%
PMG
138
ProVise Management Group
Florida
$30.4M -$1.38M -7,230 -5%
HI
139
Human Investing
Oregon
$30M -$285K -1,495 -1%
First Manhattan
140
First Manhattan
New York
$29.6M -$1.56M -8,217 -5%
SFA
141
Seneca Financial Advisors
New York
$29.3M -$119K -625 -0.4%
VA
142
Valmark Advisers
Ohio
$29.2M +$473K +2,482 +2%
FCM
143
Firestone Capital Management
Florida
$29M -$1.15M -6,053 -4%
IAS
144
Investment Advisory Services
Texas
$28.8M +$746K +3,916 +3%
AM
145
AGF Management
Ontario, Canada
$28.2M -$97.1K -510 -0.4%
GWM
146
Gray Wealth Management
Maine
$28M +$457K +2,398 +2%
SIM
147
Studio Investment Management
Illinois
$27.9M +$496K +2,607 +2%
AA
148
Advisory Alpha
Michigan
$27.8M -$442K -2,323 -2%
NW
149
NewEdge Wealth
Pennsylvania
$27.3M -$76.7K -403 -0.3%
CA
150
Clearstead Advisors
Ohio
$26.5M -$91K -478 -0.4%
4 5
6
7 8

VIG Hedge Fund Activity: Q3 2024 in Review

2,101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2024, worth a combined $38.2B — up 10% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VIG positions and 67 closed out — a net gain of 72 holders — while 848 added to existing stakes and 760 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $228M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.66B.

  • 2,101 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2024, up from 2,055 in Q2 2024.
  • Funds reported $38.2B of Vanguard Dividend Appreciation ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 139 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2024 and 67 closed out, a net change of +72 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q3 2024 was Howard Capital Management, an estimated $228M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.66B sold.

Based on aggregated 13F filings for Q3 2024.