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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 %
RWM
1576
Rockline Wealth Management
New York
$411K -$6.14K -31 -1%
IAS
1577
Insigneo Advisory Services
Florida
$410K +$410K +2,072 New
AIS
1578
American Investment Services
Massachusetts
$410K +$792 +4 +0.2%
GHAM
1579
Gilman Hill Asset Management
Connecticut
$410K – – –
TLA
1580
Tanglewood Legacy Advisors
Texas
$409K – – –
FFP
1581
FourThought Financial Partners
Florida
$409K -$1.19K -6 -0.3%
BFA
1582
Beaumont Financial Advisors
Massachusetts
$409K – – –
OA
1583
Operose Advisors
Wisconsin
$408K +$27.9K +141 +7%
APG
1584
Abacus Planning Group
South Carolina
$407K -$2.18K -11 -0.5%
FPCP
1585
Fort Point Capital Partners
California
$407K – – –
SFP
1586
Shepherd Financial Partners
Massachusetts
$406K -$78.6K -397 -16%
DA
1587
Doliver Advisors
Texas
$406K – – –
BFIC
1588
Bedell Frazier Investment Counselling
California
$406K – – –
WAM
1589
Walker Asset Management
Missouri
$406K – – –
JPWM
1590
Jamison Private Wealth Management
Georgia
$403K +$1.19K +6 +0.3%
PWM
1591
Palumbo Wealth Management
New York
$403K +$198 +1 +0%
CIA
1592
Cape Investment Advisory
Georgia
$403K +$61.8K +312 +18%
WPC
1593
White Pine Capital
Minnesota
$402K +$4.56K +23 +1%
BWA
1594
BlueChip Wealth Advisors
Georgia
$401K +$401K +2,022 New
SWA
1595
SFMG Wealth Advisors
Texas
$399K -$23K -116 -5%
ECA
1596
Elevated Capital Advisors
Utah
$397K +$51.9K +262 +15%
FWM
1597
Finer Wealth Management
Massachusetts
$396K – – –
C
1598
Certuity
Florida
$396K +$32.9K +166 +9%
IFA
1599
Index Fund Advisors
California
$396K +$396K +1,998 New
IAA
1600
Independent Advisor Alliance
North Carolina
$393K -$400K -2,018 -50%
62 63
64
65 66