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Vanguard Dividend Appreciation ETF
VIG

2,101 hedge funds and large institutions have $38.2B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 848 increasing their positions, 760 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 67

44% more call options, than puts

Call options by funds: $110M | Put options by funds: $76.9M

12% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 760

10% more capital invested

Capital invested by funds: $34.6B → $38.2B (+$3.6B)

7% more funds holding in top 10

Funds holding in top 10: 230 → 245 (+15)

2% more funds holding

Funds holding: 2,055 → 2,101 (+46)

1.48% less ownership

Funds ownership: 45.91% → 44.43% (-1.5%)

Holders
2,101
Holders Change
+46
Holders Change %
+2.24%
% of All Funds
30.17%
Holding in Top 10
245
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.52%
% of All Funds
3.52%
New
139
Increased
848
Reduced
760
Closed
67
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M

Top Buyers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
+$228M
2
3AM
3EDGE Asset Management
Florida
+$92.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$79.5M
4
CWM
Congress Wealth Management
Massachusetts
+$62M
5
LPL Financial
LPL Financial
California
+$60M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$1.66B
2
Charles Schwab
Charles Schwab
California
-$115M
3
Bank of America
Bank of America
North Carolina
-$98.8M
4
Wells Fargo
Wells Fargo
California
-$94.3M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$84.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
1751
Intrepid Financial Planning Group
Indiana
$305K – – –
KWM
1752
Keebeck Wealth Management
Illinois
$303K – – –
CCMG
1753
Clark Capital Management Group
Pennsylvania
$303K -$25.9K -136 -8%
WG
1754
Watchman Group
Texas
$302K -$16.2K -85 -5%
AC
1755
Asio Capital
Kentucky
$302K +$289K +1,516 New
IIM
1756
Ipswich Investment Management
Massachusetts
$301K -$7.62K -40 -3%
FCM
1757
Fourpath Capital Management
Oklahoma
$301K +$381 +2 +0.1%
WA
1758
WP Advisors
California
$300K +$22.1K +116 +8%
PWM
1759
Provident Wealth Management
Tennessee
$299K +$48.7K +256 +20%
HC
1760
Hamilton Capital
Ohio
$298K -$2.09K -11 -0.7%
GIM
1761
Goelzer Investment Management
Indiana
$298K -$19.8K -104 -6%
BP
1762
BBR Partners
New York
$297K – – –
OFG
1763
Omega Financial Group
California
$297K – – –
TNBTD
1764
Trustmark National Bank Trust Department
Mississippi
$297K – – –
GIA
1765
GHP Investment Advisors
Colorado
$297K +$9.14K +48 +3%
HCMG
1766
Howard Capital Management Group
California
$296K – – –
MWA
1767
Midland Wealth Advisors
Illinois
$296K +$285K +1,495 New
JSW
1768
Journey Strategic Wealth
New Jersey
$296K +$284K +1,494 New
BZWA
1769
Blue Zone Wealth Advisors
California
$295K +$42.3K +222 +18%
CG
1770
CFO4Life Group
Texas
$293K +$381 +2 +0.1%
BAM
1771
Bosun Asset Management
Illinois
$291K – – –
SPW
1772
Sonoma Private Wealth
California
$291K – – –
HI
1773
Hendershot Investments
Virginia
$290K +$2.67K +14 +1%
SFPM
1774
Sensible Financial Planning & Management
Massachusetts
$289K +$278K +1,461 New
FSWA
1775
Financial Synergies Wealth Advisors
Texas
$289K +$50.8K +267 +22%
69 70
71
72 73

VIG Hedge Fund Activity: Q3 2024 in Review

2,101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2024, worth a combined $38.2B — up 10% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VIG positions and 67 closed out — a net gain of 72 holders — while 848 added to existing stakes and 760 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $228M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.66B.

  • 2,101 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2024, up from 2,055 in Q2 2024.
  • Funds reported $38.2B of Vanguard Dividend Appreciation ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 139 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2024 and 67 closed out, a net change of +72 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q3 2024 was Howard Capital Management, an estimated $228M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.66B sold.

Based on aggregated 13F filings for Q3 2024.