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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 %
TH
1776
Team Hewins
California
$279K -$48.1K -242 -15%
MSG
1777
Main Street Group
Virginia
$279K +$594 +3 +0.2%
CCA
1778
Checchi Capital Advisers
California
$279K – – –
WFP
1779
Wrenne Financial Planning
Kentucky
$278K – – –
GG
1780
Gleason Group
Kentucky
$278K +$1.39K +7 +0.5%
AP
1781
Adero Partners
California
$278K +$11.9K +60 +4%
OFS
1782
Oldfather Financial Services
Nebraska
$277K – – –
GF
1783
GGM Financials
Ohio
$277K +$792 +4 +0.3%
AIA
1784
Alternative Investment Advisors
Florida
$277K +$1.39K +7 +0.5%
CWM
1785
Campbell Wealth Management
Virginia
$277K +$277K +1,400 New
EWP
1786
Elevation Wealth Partners
California
$276K +$1.39K +7 +0.5%
PPW
1787
Parcion Private Wealth
Washington
$276K +$276K +1,391 New
CCA
1788
Clearwater Capital Advisors
Illinois
$274K -$20.6K -104 -7%
AFG
1789
AFS Financial Group
Maryland
$274K +$1.39K +7 +0.5%
SHWM
1790
Smith & Howard Wealth Management
Georgia
$274K – – –
W
1791
WPWealth
Texas
$273K +$21.4K +108 +9%
OPA
1792
Old Port Advisors
Maine
$272K +$1.98K +10 +0.7%
RPWA
1793
Regent Peak Wealth Advisors
Georgia
$272K +$272K +1,375 New
JEST
1794
JTC Employer Solutions Trustee
Jersey
$272K – – –
BGAI
1795
Bruce G. Allen Investments
Colorado
$272K +$792 +4 +0.3%
BFG
1796
Baron Financial Group
New Jersey
$271K – – –
OWM
1797
Orgel Wealth Management
Wisconsin
$271K +$42.6K +215 +19%
IBOK
1798
Independence Bank of Kentucky
Kentucky
$270K – – –
SMA
1799
Sage Mountain Advisors
Georgia
$267K -$573K -2,893 -68%
PCA
1800
Peddock Capital Advisors
Massachusetts
$265K – – –
70 71
72
73 74