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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 %
SWMP
1801
Signature Wealth Management Partners
New Jersey
$265K – – –
WCM
1802
Windsor Capital Management
Arizona
$264K -$16.8K -85 -6%
FC
1803
Forte Capital
New York
$264K -$78K -394 -23%
AWM
1804
Able Wealth Management
New Jersey
$263K – – –
DWMS
1805
Dominguez Wealth Management Solutions
Virginia
$262K +$594 +3 +0.2%
MCCP
1806
Mission Creek Capital Partners
California
$261K +$261K +1,320 New
CIA
1807
Caerus Investment Advisors
Texas
$261K – – –
DA
1808
Dash Acquisitions
California
$261K -$16.2K -82 -6%
WWM
1809
Wolff Wiese Magana
California
$261K +$2.38K +12 +0.9%
ISB
1810
Iowa State Bank
Iowa
$260K – – –
CRI
1811
Colonial River Investments
Virginia
$260K -$2.77K -14 -1%
CWA
1812
Clearview Wealth Advisors
Oregon
$259K -$25.1K -127 -9%
OW
1813
Olistico Wealth
Oklahoma
$259K -$91.2K -460 -26%
WFS
1814
Weitzel Financial Services
Iowa
$258K +$38.4K +195 +17%
BAAM
1815
Baker Avenue Asset Management
California
$258K -$103K -518 -28%
CFS
1816
Commonwealth Financial Services
West Virginia
$258K +$197 +1 +0.1%
ATC
1817
Adirondack Trust Company
New York
$258K -$37K -187 -13%
SC
1818
Schubert & Co
Texas
$258K – – –
CWP
1819
Concord Wealth Partners
Virginia
$257K +$792 +4 +0.3%
GCM
1820
G2 Capital Management
Ohio
$256K – – –
RMC
1821
Resources Management Corp
Connecticut
$255K – – –
HTHT
1822
Hemenway Trust Hemenway Trust
New Hampshire
$255K -$24.6K -124 -9%
MCP
1823
Mirador Capital Partners
California
$254K -$22K -111 -8%
EAM
1824
Empirical Asset Management
Massachusetts
$254K – – –
KIG
1825
Kowal Investment Group
Wisconsin
$254K -$326K -1,646 -56%
71 72
73
74 75