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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 %
SWM
1726
Stockman Wealth Management
Montana
$312K -$19.6K -99 -6%
LCWP
1727
Legacy Capital Wealth Partners
Arkansas
$312K +$312K +1,574 New
APA
1728
Astoria Portfolio Advisors
New York
$312K -$1.2K -6 -0.4%
HS
1729
Horan Securities
United States
$312K -$21.4K -108 -6%
WW
1730
Waterfront Wealth
Kansas
$311K +$56.3K +285 +22%
WMA
1731
Wealth Management Associates
New Jersey
$310K – – –
CJ
1732
Caitlin John
Michigan
$310K +$2.62K +13 +0.9%
OAS
1733
Optivise Advisory Services
Tennessee
$309K +$13.7K +69 +5%
BWP
1734
Bernardo Wealth Planning
Pennsylvania
$309K +$803 +4 +0.3%
BHWM
1735
Bay Harbor Wealth Management
Maryland
$309K – – –
FF
1736
Francis Financial
$308K – – –
HFA
1737
High Falls Advisors
New York
$308K – – –
NWA
1738
New World Advisors
Massachusetts
$307K – – –
CC
1739
Courier Capital
New York
$306K – – –
IFPG
1740
Intrepid Financial Planning Group
Indiana
$305K – – –
KWM
1741
Keebeck Wealth Management
Illinois
$303K – – –
CCMG
1742
Clark Capital Management Group
Pennsylvania
$303K -$26.9K -136 -8%
WG
1743
Watchman Group
Texas
$302K -$16.8K -85 -5%
AC
1744
Asio Capital
Kentucky
$302K +$302K +1,516 New
IIM
1745
Ipswich Investment Management
Massachusetts
$301K -$7.92K -40 -3%
FCM
1746
Fourpath Capital Management
Oklahoma
$301K +$396 +2 +0.1%
WA
1747
WP Advisors
California
$300K +$23K +116 +8%
PWM
1748
Provident Wealth Management
Tennessee
$299K +$50.7K +256 +20%
HC
1749
Hamilton Capital
Ohio
$298K -$2.14K -11 -0.7%
GIM
1750
Goelzer Investment Management
Indiana
$298K -$20.6K -104 -6%
68 69
70
71 72