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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 %
WN
1676
Williams & Novak
California
$343K – – –
RI
1677
Rinkey Investments
California
$343K – – –
MCA
1678
Maryland Capital Advisors
Maryland
$342K – – –
PL
1679
Plancorp LLC
Missouri
$342K -$228K -1,150 -40%
PWM
1680
Paulson Wealth Management
Illinois
$340K -$60.2K -304 -15%
BFPW
1681
BOK Financial Private Wealth
Colorado
$340K +$22.9K +115 +7%
LIA
1682
Lynx Investment Advisory
District of Columbia
$339K +$208K +1,048 +157%
PWG
1683
Private Wealth Group
Florida
$338K – – –
PWP
1684
Precedent Wealth Partners
Texas
$338K -$3.37K -17 -1%
LC
1685
Lindbrook Capital
California
$338K – – –
ACM
1686
Alpha Capital Management
Texas
$337K -$2.58K -13 -0.8%
BCFS
1687
Butensky & Cohen Financial Security
Florida
$336K -$17.6K -89 -5%
MAM
1688
MWA Asset Management
Massachusetts
$336K +$2.97K +15 +0.9%
SCP
1689
Shorepoint Capital Partners
Massachusetts
$336K -$18.8K -95 -5%
SAM
1690
Summit Asset Management
Tennessee
$335K -$198 -1 -0.1%
RCM
1691
Richardson Capital Management
Wisconsin
$334K +$12.1K +61 +4%
CD
1692
Chapin Davis
Maryland
$333K -$60.8K -307 -15%
NB
1693
NBT Bank
New York
$332K – – –
MAA
1694
Mraz Amerine & Associates
California
$331K -$29.9K -151 -8%
BFG
1695
Bouchey Financial Group
New York
$330K +$19.8K +100 +6%
DIM
1696
Delta Investment Management
California
$330K +$4.95K +25 +2%
ST
1697
Sageworth Trust
Pennsylvania
$330K -$33.5K -169 -9%
TCM
1698
TruNorth Capital Management
Michigan
$330K -$7.93K -40 -2%
WBC
1699
West Branch Capital
Massachusetts
$329K +$94.6K +478 +40%
CF
1700
Clarity Financial
Texas
$328K -$29.7K -150 -8%
66 67
68
69 70