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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 %
FAT
1851
First American Trust
California
$240K -$41.6K -210 -15%
IP
1852
Isthmus Partners
Wisconsin
$240K – – –
SFB
1853
STAR Financial Bank
Indiana
$239K -$20.4K -103 -8%
RWMG
1854
Redwood Wealth Management Group
New Jersey
$238K – – –
POIA
1855
Pin Oak Investment Advisors
Texas
$238K – – –
SIA
1856
Spectrum Investment Advisors
Wisconsin
$238K -$37.8K -191 -14%
BRA
1857
Biechele Royce Advisors
Indiana
$237K -$9.69K -49 -4%
FCG
1858
Financial Connections Group
California
$237K – – –
FCCM
1859
First City Capital Management
Georgia
$237K +$237K +1,195 New
FDCP
1860
Foster Dykema Cabot & Partners
Massachusetts
$237K -$7.55K -38 -3%
SAM
1861
Selway Asset Management
$236K – – –
CB
1862
CNB Bank
Pennsylvania
$236K +$53.5K +270 +29%
RWS
1863
Resolute Wealth Strategies
Mississippi
$235K +$991 +5 +0.4%
BTWM
1864
Brass Tax Wealth Management
Ohio
$235K +$235K +1,185 New
BL
1865
Balentine LLC
Georgia
$234K +$234K +1,183 New
FPGT
1866
Financial Partners Group (Tennessee)
Tennessee
$234K – – –
TNA
1867
True North Advisors
Texas
$233K – – –
ACP
1868
Aveo Capital Partners
Colorado
$232K – – –
VIP
1869
Vista Investment Partners
Oklahoma
$232K +$8.91K +45 +4%
SWM
1870
SK Wealth Management
Rhode Island
$232K +$232K +1,172 New
OWP
1871
Obermeyer Wealth Partners
Colorado
$232K – – –
VW
1872
Vance Wealth
California
$232K +$4.95K +25 +2%
MCM
1873
Marathon Capital Management
Maryland
$232K +$232K +1,169 New
WKSWA
1874
White Knight Strategic Wealth Advisors
New Jersey
$231K +$792 +4 +0.3%
WIM
1875
Waverton Investment Management
United Kingdom
$230K – – –
73 74
75
76 77