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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
AWM
1851
Abound Wealth Management
Tennessee
$243K -$762 -4 -0.3%
ZIG
1852
Zullo Investment Group
Pennsylvania
$243K – – –
SAS
1853
SMI Advisory Services
Indiana
$242K -$19K -100 -8%
FTC
1854
Farmers Trust Company
Ohio
$242K – – –
ST
1855
Spinnaker Trust
Maine
$242K +$233K +1,223 New
VC
1856
Veery Capital
Delaware
$242K – – –
ACM
1857
Accent Capital Management
Ohio
$242K – – –
EWM
1858
Executive Wealth Management
Michigan
$241K +$232K +1,217 New
CSA
1859
Cottage Street Advisors
Massachusetts
$241K +$381 +2 +0.2%
CAG
1860
Compass Advisory Group
New York
$240K +$952 +5 +0.4%
BHWM
1861
Bar Harbor Wealth Management
New Hampshire
$240K +$231K +1,214 New
FAT
1862
First American Trust
California
$240K -$40K -210 -15%
IP
1863
Isthmus Partners
Wisconsin
$240K – – –
SFB
1864
STAR Financial Bank
Indiana
$239K -$19.6K -103 -8%
RWMG
1865
Redwood Wealth Management Group
New Jersey
$238K – – –
POIA
1866
Pin Oak Investment Advisors
Texas
$238K – – –
SIA
1867
Spectrum Investment Advisors
Wisconsin
$238K -$36.4K -191 -14%
BRA
1868
Biechele Royce Advisors
Indiana
$237K -$9.33K -49 -4%
FCG
1869
Financial Connections Group
California
$237K – – –
FCCM
1870
First City Capital Management
Georgia
$237K +$228K +1,195 New
FDCP
1871
Foster Dykema Cabot & Partners
Massachusetts
$237K -$7.24K -38 -3%
SAM
1872
Selway Asset Management
$236K – – –
CB
1873
CNB Bank
Pennsylvania
$236K +$51.4K +270 +29%
RWS
1874
Resolute Wealth Strategies
Mississippi
$235K +$952 +5 +0.4%
BTWM
1875
Brass Tax Wealth Management
Ohio
$235K +$226K +1,185 New
73 74
75
76 77

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.