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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
SHWM
1801
Smith & Howard Wealth Management
Georgia
$274K – – –
W
1802
WPWealth
Texas
$273K +$20.6K +108 +9%
OPA
1803
Old Port Advisors
Maine
$272K +$1.9K +10 +0.7%
RPWA
1804
Regent Peak Wealth Advisors
Georgia
$272K +$262K +1,375 New
JEST
1805
JTC Employer Solutions Trustee
Jersey
$272K – – –
BGAI
1806
Bruce G. Allen Investments
Colorado
$272K +$762 +4 +0.3%
BFG
1807
Baron Financial Group
New Jersey
$271K – – –
OWM
1808
Orgel Wealth Management
Wisconsin
$271K +$40.9K +215 +19%
IBOK
1809
Independence Bank of Kentucky
Kentucky
$270K – – –
SMA
1810
Sage Mountain Advisors
Georgia
$267K -$551K -2,893 -68%
PCA
1811
Peddock Capital Advisors
Massachusetts
$265K – – –
SWMP
1812
Signature Wealth Management Partners
New Jersey
$265K – – –
WCM
1813
Windsor Capital Management
Arizona
$264K -$16.2K -85 -6%
FC
1814
Forte Capital
New York
$264K -$75K -394 -23%
AWM
1815
Able Wealth Management
New Jersey
$263K – – –
DWMS
1816
Dominguez Wealth Management Solutions
Virginia
$262K +$571 +3 +0.2%
MCCP
1817
Mission Creek Capital Partners
California
$261K +$251K +1,320 New
CIA
1818
Caerus Investment Advisors
Texas
$261K – – –
DA
1819
Dash Acquisitions
California
$261K -$15.6K -82 -6%
WWM
1820
Wolff Wiese Magana
California
$261K +$2.29K +12 +0.9%
ISB
1821
Iowa State Bank
Iowa
$260K – – –
CRI
1822
Colonial River Investments
Virginia
$260K -$2.67K -14 -1%
CWA
1823
Clearview Wealth Advisors
Oregon
$259K -$24.2K -127 -9%
OW
1824
Olistico Wealth
Oklahoma
$259K -$87.6K -460 -26%
WFS
1825
Weitzel Financial Services
Iowa
$258K +$37.1K +195 +17%
71 72
73
74 75

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.