VIG icon

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 %
MAS
1651
Meeder Advisory Services
Ohio
$361K +$361K +1,820 New
HT
1652
Headlands Technologies
Illinois
$360K +$212K +1,069 +142%
TI
1653
Truepoint Inc
Ohio
$360K -$9.9K -50 -3%
HBT
1654
Hills Bank & Trust
Iowa
$360K – – –
CNBT
1655
Canandaigua National Bank & Trust
New York
$358K +$65K +328 +22%
PCS
1656
Private Client Services
Kentucky
$357K +$990 +5 +0.3%
FTIS
1657
First Trust Investment Solutions
Florida
$357K -$119K -600 -25%
CFG
1658
Clayton Financial Group
Missouri
$355K -$29.5K -149 -8%
IAP
1659
Indie Asset Partners
Indiana
$355K +$4.95K +25 +1%
BIA
1660
Benchmark Investment Advisors
Illinois
$355K +$7.72K +39 +2%
HAS
1661
Holland Advisory Services
Florida
$353K – – –
CPSC
1662
Carl P. Sherr & Co
Massachusetts
$352K – – –
APW
1663
Aurora Private Wealth
New Jersey
$350K +$1.19K +6 +0.3%
TFP
1664
Tilia Fiduciary Partners
North Carolina
$350K +$69.3K +350 +25%
SCA
1665
Stonebridge Capital Advisors
Minnesota
$349K -$45.4K -229 -11%
TIM
1666
Tortoise Investment Management
New York
$349K – – –
NCM
1667
NCM Capital Management
New Jersey
$349K – – –
OWA
1668
Outlook Wealth Advisors
Texas
$348K +$198 +1 +0.1%
AWA
1669
Archvest Wealth Advisors
California
$347K -$60.6K -306 -15%
IAMOG
1670
Investors Asset Management of Georgia
Georgia
$347K +$792 +4 +0.2%
1832 Asset Management
1671
1832 Asset Management
Ontario, Canada
$346K – – –
LWM
1672
Lyell Wealth Management
California
$345K – – –
FAM
1673
Family Asset Management
South Carolina
$344K -$18.4K -93 -5%
NA
1674
Navellier & Associates
Nevada
$344K +$1.78K +9 +0.5%
FG
1675
Fairman Group
Pennsylvania
$344K +$1.59K +8 +0.5%
65 66
67
68 69