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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 %
NFP
1701
Narus Financial Partners
Utah
$328K -$13.5K -68 -4%
AF
1702
Advisornet Financial
Minnesota
$326K +$198 +1 +0.1%
KPP
1703
Kings Path Partners
Texas
$326K +$110K +555 +51%
LFA
1704
Legacy Financial Advisors
Kentucky
$325K -$2.58K -13 -0.8%
RDWM
1705
Red Door Wealth Management
Tennessee
$324K +$324K +1,636 New
VAF
1706
Values Added Financial
District of Columbia
$323K +$323K +1,630 New
LWA
1707
Lineweaver Wealth Advisors
Ohio
$322K – – –
UAG
1708
United Advisor Group
Ohio
$322K +$322K +1,626 New
FA
1709
Faithward Advisors
Pennsylvania
$322K +$32.7K +165 +11%
LA
1710
Lakeside Advisors
Washington
$321K -$9.9K -50 -3%
LHWM
1711
Lake Hills Wealth Management
Texas
$321K – – –
CWM
1712
Calamos Wealth Management
Illinois
$321K – – –
MPCL
1713
My Personal CFO LLC
Washington
$321K – – –
GI
1714
GAMMA Investing
California
$320K – – –
GWS
1715
Glassman Wealth Services
Virginia
$320K – – –
WC
1716
Whitney & Co
New York
$319K +$319K +1,613 New
SFG
1717
Shum Financial Group
California
$318K +$318K +1,580 New
Deutsche Bank
1718
Deutsche Bank
Germany
$317K -$219K -1,108 -41%
IPW
1719
Intergy Private Wealth
Colorado
$317K – – –
MCM
1720
Manchester Capital Management
Vermont
$317K -$101K -512 -24%
DFS
1721
Dixon Fnancial Services
California
$317K – – –
SM
1722
Sensible Money
Arizona
$316K – – –
FFA
1723
Fragasso Financial Advisors
Pennsylvania
$315K -$1.19K -6 -0.4%
AIM
1724
Acropolis Investment Management
Missouri
$314K +$198 +1 +0.1%
WF
1725
WoodTrust Financial
Wisconsin
$312K -$15.9K -80 -5%
67 68
69
70 71