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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 %
Chevy Chase Trust
1526
Chevy Chase Trust
Maryland
$460K -$1.98K -10 -0.4%
DF
1527
Dunhill Financial
United Kingdom
$460K +$198 +1 +0%
KFI
1528
Key Financial Inc
Pennsylvania
$460K +$27.7K +140 +6%
CWM
1529
Cahaba Wealth Management
Georgia
$457K -$163K -825 -26%
SWA
1530
Sightline Wealth Advisors
Connecticut
$454K +$2.18K +11 +0.5%
BFC
1531
Bedel Financial Consulting
Indiana
$452K -$8.12K -41 -2%
FWM
1532
ForthRight Wealth Management
Georgia
$451K +$198K +1,000 +78%
CRI
1533
Commonwealth Retirement Investments
Virginia
$449K -$28.5K -144 -6%
CCM
1534
Chaney Capital Management
Washington
$449K -$11.9K -60 -3%
HSWS
1535
Higgins & Schmidt Wealth Strategies
Colorado
$448K -$1.98K -10 -0.4%
AFS
1536
Access Financial Services
Minnesota
$448K – – –
Kovitz Investment Group Partners
1537
Kovitz Investment Group Partners
Illinois
$446K +$9.19K +508 +2%
BA
1538
Bridge Advisory
California
$445K +$2.18K +11 +0.5%
VL
1539
Vima LLC
Michigan
$445K +$1.78K +9 +0.4%
CIG
1540
Cairn Investment Group
Washington
$443K – – –
AW
1541
Avion Wealth
Texas
$443K +$423K +2,136 +2,094%
FWM
1542
Fingerlakes Wealth Management
New York
$442K +$2.18K +11 +0.5%
BF
1543
Blankinship & Foster
California
$442K +$39.6K +200 +10%
TFA
1544
Trinity Financial Advisors
Ohio
$440K -$33.5K -162 -7%
HIC
1545
Holderness Investments Company
North Carolina
$440K +$1.98K +10 +0.5%
PCFFS
1546
Pacific Center for Financial Services
California
$440K +$1.58K +8 +0.4%
HWMO
1547
Heritage Wealth Management (Ohio)
Ohio
$439K -$48.7K -246 -10%
DFA
1548
Davies Financial Advisors
California
$436K +$11.7K +59 +3%
EW
1549
Elyxium Wealth
California
$436K +$436K +2,200 New
BMM
1550
Buffington Mohr McNeal
Idaho
$435K -$3.96K -20 -0.9%
60 61
62
63 64