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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 %
BP
1751
BBR Partners
New York
$297K – – –
OFG
1752
Omega Financial Group
California
$297K – – –
TNBTD
1753
Trustmark National Bank Trust Department
Mississippi
$297K – – –
GIA
1754
GHP Investment Advisors
Colorado
$297K +$9.51K +48 +3%
HCMG
1755
Howard Capital Management Group
California
$296K – – –
MWA
1756
Midland Wealth Advisors
Illinois
$296K +$296K +1,495 New
JSW
1757
Journey Strategic Wealth
New Jersey
$296K +$296K +1,494 New
BZWA
1758
Blue Zone Wealth Advisors
California
$295K +$44K +222 +18%
CG
1759
CFO4Life Group
Texas
$293K +$396 +2 +0.1%
SPW
1760
Sonoma Private Wealth
California
$291K – – –
BAM
1761
Bosun Asset Management
Illinois
$291K – – –
HI
1762
Hendershot Investments
Virginia
$290K +$2.77K +14 +1%
SFPM
1763
Sensible Financial Planning & Management
Massachusetts
$289K +$289K +1,461 New
FSWA
1764
Financial Synergies Wealth Advisors
Texas
$289K +$53K +267 +22%
PCM
1765
Pointe Capital Management
Michigan
$288K -$30.3K -153 -10%
ST
1766
Sentinel Trust
Texas
$288K – – –
CCA
1767
Clarity Capital Advisors
Florida
$288K +$198 +1 +0.1%
TCB
1768
Texas Capital Bancshares
Texas
$288K – – –
RIS
1769
Retirement Income Solutions
Michigan
$286K – – –
CST
1770
Charles Schwab Trust
Nevada
$286K -$15.2K -77 -5%
LWM
1771
Lodestone Wealth Management
Washington
$282K +$1.19K +6 +0.4%
WCM
1772
Whitener Capital Management
North Carolina
$282K +$11.9K +60 +4%
GHA
1773
Granite Harbor Advisors
Texas
$281K +$1.39K +7 +0.5%
MCM
1774
MV Capital Management
Maryland
$280K – – –
PFA
1775
Petra Financial Advisors
Colorado
$280K -$28.5K -144 -9%
69 70
71
72 73