VIG icon

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 %
FFB
1826
First Financial Bankshares
Texas
$254K +$254K +1,280 New
GAM
1827
Gould Asset Management
California
$253K -$46.5K -235 -16%
HR
1828
Howe & Rusling
New York
$249K – – –
OCM
1829
One Capital Management
California
$248K -$4.75K -24 -2%
BPFA
1830
Barnes Pettey Financial Advisors
Mississippi
$248K +$198 +1 +0.1%
AWM
1831
Altus Wealth Management
Kentucky
$247K – – –
AWM
1832
AllSquare Wealth Management
New York
$245K – – –
KFC
1833
Klingenstein Fields & Co
New York
$245K – – –
AFAS
1834
Acorn Financial Advisory Services
Virginia
$245K – – –
FTDI
1835
First Trust Direct Indexing
Massachusetts
$245K +$245K +1,236 New
YWS
1836
Yarger Wealth Strategies
Ohio
$244K +$244K +1,233 New
TW
1837
Transform Wealth
Colorado
$243K +$1.59K +8 +0.7%
Wolverine Trading
1838
Wolverine Trading
Illinois
$243K +$243K +1,232 New
ACGA
1839
Atlanta Consulting Group Advisors
Georgia
$243K +$243K +1,227 New
AWM
1840
Abound Wealth Management
Tennessee
$243K -$792 -4 -0.3%
ZIG
1841
Zullo Investment Group
Pennsylvania
$243K – – –
SAS
1842
SMI Advisory Services
Indiana
$242K -$19.7K -100 -8%
FTC
1843
Farmers Trust Company
Ohio
$242K – – –
ST
1844
Spinnaker Trust
Maine
$242K +$242K +1,223 New
VC
1845
Veery Capital
Delaware
$242K – – –
ACM
1846
Accent Capital Management
Ohio
$242K – – –
EWM
1847
Executive Wealth Management
Michigan
$241K +$241K +1,217 New
CSA
1848
Cottage Street Advisors
Massachusetts
$241K +$396 +2 +0.2%
CAG
1849
Compass Advisory Group
New York
$240K +$994 +5 +0.4%
BHWM
1850
Bar Harbor Wealth Management
New Hampshire
$240K +$240K +1,214 New
72 73
74
75 76