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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 %
CFS
1501
Cannon Financial Strategists
Georgia
$486K -$158K -796 -24%
CFSG
1502
Community Financial Services Group
Vermont
$486K -$38.6K -195 -7%
DPI
1503
Diversified Portfolios Inc
Michigan
$484K -$53.3K -269 -10%
DWM
1504
Denver Wealth Management
Colorado
$483K +$1.59K +8 +0.3%
WG
1505
Welch Group
Alabama
$481K -$22.6K -114 -4%
AIS
1506
AM Investment Strategies
Tennessee
$481K – – –
PS
1507
Planned Solutions
California
$480K – – –
FWTB
1508
First Western Trust Bank
Colorado
$479K – – –
MMPW
1509
Mitchell McLeod Pugh & Williams
Alabama
$479K – – –
CG
1510
Clarus Group
Texas
$479K -$9.31K -47 -2%
GPA
1511
Guidance Point Advisors
Massachusetts
$475K -$792 -4 -0.2%
HCA
1512
Heck Capital Advisors
Wisconsin
$473K – – –
PCTC
1513
Perkins Coie Trust Company
Washington
$471K +$62.2K +314 +15%
E
1514
ETFidea
New York
$471K -$8.32K -42 -2%
FWM
1515
Focused Wealth Management
New York
$469K +$1.78K +9 +0.4%
PIM
1516
Penobscot Investment Management
Massachusetts
$469K +$81.2K +410 +21%
RAG
1517
RIA Advisory Group
Iowa
$469K +$469K +2,368 New
SAM
1518
SignalPoint Asset Management
Missouri
$469K -$19.5K -99 -4%
TBWA
1519
Three Bridge Wealth Advisors
California
$468K +$2.39K +12 +0.5%
CAM
1520
Creekmur Asset Management
Illinois
$465K +$198 +1 +0%
LIWM
1521
Long Island Wealth Management
New York
$465K +$2.77K +14 +0.6%
SSWM
1522
Strait & Sound Wealth Management
California
$463K -$2.57K -13 -0.6%
TSWM
1523
Tyler-Stone Wealth Management
Ohio
$463K +$232K +1,169 +100%
ACA
1524
American Capital Advisory
Idaho
$463K – – –
RA
1525
Rise Advisors
New York
$462K +$2.38K +12 +0.5%
59 60
61
62 63