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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,088 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, 843 increasing their positions, 756 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,088
Holders Change
+46
Holders Change %
+2.25%
% of All Funds
30.2%
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
843
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
$239M
2
3AM
3EDGE Asset Management
Florida
$96M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.86B
4
CWM
Congress Wealth Management
Massachusetts
$65.1M
5
LPL Financial
LPL Financial
California
$1.15B

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$10.5M
2
Charles Schwab
Charles Schwab
California
$0
3
Bank of America
Bank of America
North Carolina
$4.19B
4
Wells Fargo
Wells Fargo
California
$1.92B
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
151
EP Wealth Advisors
California
$26.3M +$257K +1,300 +1%
GFL
152
Granite FO LLC
New Hampshire
$26.2M +$23K +116 +0.1%
MAM
153
McCarthy Asset Management
California
$26.1M -$18.6K -94 -0.1%
SFS
154
Searcy Financial Services
Kansas
$26M +$275K +1,390 +1%
SC
155
Scotia Capital
Ontario, Canada
$25.9M +$911K +4,601 +4%
CWAG
156
Compton Wealth Advisory Group
Virginia
$25.8M -$766K -3,867 -3%
VM
157
VPR Management
Texas
$25.6M – – –
CA
158
Crane Advisory
California
$25.6M -$261K -1,325 -1%
NIM
159
Northeast Investment Management
Massachusetts
$25.2M +$103K +519 +0.4%
KFAA
160
Klaas Financial Asset Advisors
Illinois
$25.1M +$260K +1,315 +1%
AF
161
Allworth Financial
California
$25.1M -$317K -1,599 -1%
JFA
162
JNBA Financial Advisors
Minnesota
$25.1M -$2.18M -11,031 -8%
EWA
163
EverSource Wealth Advisors
Alabama
$24.7M +$9.11K +46 +0%
LPAM
164
Lodestar Private Asset Management
California
$24.4M -$75.9K -383 -0.3%
MA
165
Mutual Advisors
Nebraska
$24.3M -$37.2K -188 -0.2%
CTC
166
Central Trust Company
Missouri
$24M -$215K -1,085 -0.9%
GLLW
167
Graves Light Lenhart Wealth
Virginia
$23.9M -$5.33M -26,888 -18%
CA
168
Capital Advantage
California
$23.5M +$150K +757 +0.6%
MA
169
Montag & Associates
Georgia
$23.4M +$515K +2,589 +2%
WBG
170
Wharton Business Group
Pennsylvania
$22.7M +$155K +785 +0.7%
AAS
171
Annex Advisory Services
Wisconsin
$22.6M -$2.01M -10,125 -8%
SAMT
172
Select Asset Management & Trust
Pennsylvania
$22.3M +$5.13M +25,913 +30%
ASG
173
Ariston Services Group
California
$22.3M – – –
REMPR
174
Roof Eidam Maycock Peralta (REMP)
California
$22.1M -$1.2M -6,064 -5%
CFGSD
175
Compass Financial Group (South Dakota)
South Dakota
$21.9M +$346K +1,746 +2%
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