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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 %
GMA
1601
Glassy Mountain Advisors
Maryland
$392K +$392K +1,979 New
CWA
1602
Continuum Wealth Advisors
New York
$392K – – –
WE
1603
Wealth Effects
Massachusetts
$391K +$30.5K +154 +8%
LA
1604
Lane & Associates
New Jersey
$391K -$3.17K -16 -0.8%
FA
1605
Fermata Advisors
California
$391K +$78.2K +395 +25%
ICP
1606
Interchange Capital Partners
Pennsylvania
$390K -$2.77K -14 -0.7%
OSNBOA
1607
Old Second National Bank of Aurora
Illinois
$389K – – –
ES
1608
ETF Store
Kansas
$389K -$61.2K -309 -14%
EGA
1609
Eagle Global Advisors
Texas
$388K – – –
MIC
1610
Means Investment Company
Maine
$386K +$990 +5 +0.3%
MF
1611
Montis Financial
Massachusetts
$386K +$102K +516 +36%
WMP
1612
Wealth Management Partners
Arizona
$386K -$144K -725 -27%
EM
1613
Excalibur Management
Massachusetts
$385K +$65.2K +329 +20%
AIM
1614
Aspen Investment Management
Michigan
$384K – – –
APC
1615
Asset Planning Corporation
Tennessee
$383K +$396 +2 +0.1%
SIC
1616
Sterling Investment Counsel
New York
$383K – – –
FFA
1617
First Foundation Advisors
California
$382K +$80K +404 +26%
T. Rowe Price Associates
1618
T. Rowe Price Associates
Maryland
$382K – – –
SAM
1619
Seelaus Asset Management
New Jersey
$380K +$62K +313 +19%
WF
1620
Welch & Forbes
Massachusetts
$380K -$39.6K -200 -9%
CHC
1621
City Holding Co
West Virginia
$377K -$9.51K -48 -2%
OCM
1622
Orleans Capital Management
Louisiana
$375K +$7.92K +40 +2%
SDAM
1623
Shulman DeMeo Asset Management
New York
$374K +$594 +3 +0.2%
KCM
1624
Kathmere Capital Management
Pennsylvania
$373K -$23K -116 -6%
WA
1625
Wealthstream Advisors
New York
$372K +$1.39K +7 +0.4%
63 64
65
66 67