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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
BL
1876
Balentine LLC
Georgia
$234K +$225K +1,183 New
FPGT
1877
Financial Partners Group (Tennessee)
Tennessee
$234K – – –
TNA
1878
True North Advisors
Texas
$233K – – –
ACP
1879
Aveo Capital Partners
Colorado
$232K – – –
VIP
1880
Vista Investment Partners
Oklahoma
$232K +$8.57K +45 +4%
SWM
1881
SK Wealth Management
Rhode Island
$232K +$223K +1,172 New
OWP
1882
Obermeyer Wealth Partners
Colorado
$232K – – –
VW
1883
Vance Wealth
California
$232K +$4.76K +25 +2%
MCM
1884
Marathon Capital Management
Maryland
$232K +$223K +1,169 New
WKSWA
1885
White Knight Strategic Wealth Advisors
New Jersey
$231K +$762 +4 +0.3%
WIM
1886
Waverton Investment Management
United Kingdom
$230K – – –
LJAC
1887
L.J. Altfest & Co
New York
$230K +$221K +1,160 New
NLP
1888
Next Level Private
New York
$230K +$571 +3 +0.3%
AFA
1889
Alpha Financial Advisors
North Carolina
$230K – – –
SFG
1890
Sather Financial Group
Texas
$229K – – –
PEA
1891
Park Edge Advisors
Ohio
$229K +$571 +3 +0.3%
TWM
1892
Triton Wealth Management
Arizona
$229K +$952 +5 +0.4%
KPWG
1893
KFA Private Wealth Group
Virginia
$228K -$12K -63 -5%
EWM
1894
Elevatus Welath Management
New York
$228K +$190 +1 +0.1%
AA
1895
AF Advisors
California
$228K – – –
B
1896
BetterWealth
California
$227K +$2.86K +15 +1%
AW
1897
Apricus Wealth
South Carolina
$225K +$762 +4 +0.4%
MTC
1898
Matrix Trust Company
Colorado
$225K +$216K +1,137 New
JWS
1899
Juncture Wealth Strategies
Arizona
$225K +$216K +1,134 New
PSA
1900
Plum Street Advisors
Louisiana
$223K -$28.2K -148 -12%
74 75
76
77 78

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.