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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 %
RFP
1476
Root Financial Partners
California
$508K +$262K +1,323 +106%
PWH
1477
Priebe Wealth Holdings
Minnesota
$508K -$2.97K -15 -0.6%
CA
1478
Calton & Associates
Florida
$508K +$508K +2,564 New
MCWS
1479
McKinley Carter Wealth Services
West Virginia
$506K – – –
OWA
1480
Octavia Wealth Advisors
Ohio
$505K -$4.38K -22 -0.9%
TSWM
1481
Triangle Securities Wealth Management
North Carolina
$504K -$658K -3,321 -57%
SDWMA
1482
Schneider Downs Wealth Management Advisors
Pennsylvania
$502K – – –
BBA
1483
BLB&B Advisors
Pennsylvania
$502K -$68.9K -348 -12%
PWA
1484
Physician Wealth Advisors
Utah
$501K +$6.8K +34 +1%
LWA
1485
Lowe Wealth Advisors
Maryland
$500K – – –
WFA
1486
Websterrogers Financial Advisors
South Carolina
$500K +$44.4K +224 +10%
HGERS
1487
Householder Group Estate & Retirement Specialist
Arizona
$499K -$792 -4 -0.2%
BPWM
1488
Badgley Phelps Wealth Managers
Washington
$497K +$9.35K +47 +2%
M
1489
MYeCFO
California
$497K -$3.96K -20 -0.8%
Russell Investments Group
1490
Russell Investments Group
United Kingdom
$496K +$100K +506 +25%
FIA
1491
FNY Investment Advisers
New York
$495K +$495K +2,500 New
WA
1492
Westfuller Advisors
New York
$495K +$495K +2,487 New
CCB
1493
Cutter & Co Brokerage
Missouri
$493K -$48.3K -244 -9%
AOWM
1494
Alpha Omega Wealth Management
Virginia
$492K +$396 +2 +0.1%
ABLA
1495
Alan B. Lancz & Associates
Ohio
$492K – – –
OAM
1496
Oak Asset Management
California
$490K +$198 +1 +0%
AWA
1497
Aaron Wealth Advisors
Illinois
$489K +$2.38K +12 +0.5%
RSA
1498
River Street Advisors
Illinois
$489K -$8.52K -43 -2%
VPP
1499
Vertex Planning Partners
Illinois
$489K – – –
AF
1500
Apexium Financial
Texas
$486K +$397 +2 +0.1%
58 59
60
61 62