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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 %
BBPWM
1626
Blue Bell Private Wealth Management
Pennsylvania
$372K -$1.98K -10 -0.5%
CAG
1627
Curtis Advisory Group
California
$371K – – –
DFG
1628
Demars Financial Group
Washington
$371K -$1.59K -8 -0.4%
EWA
1629
ERTS Wealth Advisors
Michigan
$371K +$371K +1,873 New
TW
1630
TritonPoint Wealth
Maryland
$370K – – –
LA
1631
Legacy Advisors
Pennsylvania
$370K +$199 +1 +0.1%
MCM
1632
Mattern Capital Management
Colorado
$369K – – –
IFPL
1633
Investments & Financial Planning LLC
Kentucky
$369K – – –
RF
1634
RHS Financial
California
$368K +$368K +1,859 New
SPWG
1635
Syntegra Private Wealth Group
Missouri
$368K -$792 -4 -0.2%
SFG
1636
Sage Financial Group
Pennsylvania
$368K -$4.95K -25 -1%
AWM
1637
Ariadne Wealth Management
California
$368K – – –
PA
1638
Parkside Advisors
California
$367K – – –
EFG
1639
Everhart Financial Group
Ohio
$367K +$367K +1,853 New
BC
1640
Barnett & Company
Tennessee
$366K – – –
FNC
1641
First National Corp
Massachusetts
$364K – – –
TFA
1642
Teamwork Financial Advisors
Texas
$364K -$9.7K -49 -3%
DI
1643
Disciplined Investments
Oklahoma
$364K -$10.1K -51 -3%
AR
1644
Apeiron RIA
Texas
$364K – – –
PCM
1645
Pennsylvania Capital Management
Pennsylvania
$364K -$11.1K -56 -3%
LCM
1646
Liberty Capital Management
Michigan
$363K – – –
TI
1647
tru Independence
Oregon
$363K +$76.3K +385 +27%
WCAMG
1648
Woodard & Company Asset Management Group
North Carolina
$361K – – –
MWPCG
1649
Measured Wealth Private Client Group
New Hampshire
$361K – – –
JWM
1650
Jupiter Wealth Management
Colorado
$361K – – –
64 65
66
67 68