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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 %
LJAC
1876
L.J. Altfest & Co
New York
$230K +$230K +1,160 New
NLP
1877
Next Level Private
New York
$230K +$594 +3 +0.3%
AFA
1878
Alpha Financial Advisors
North Carolina
$230K – – –
SFG
1879
Sather Financial Group
Texas
$229K – – –
PEA
1880
Park Edge Advisors
Ohio
$229K +$594 +3 +0.3%
TWM
1881
Triton Wealth Management
Arizona
$229K +$986 +5 +0.4%
KPWG
1882
KFA Private Wealth Group
Virginia
$228K -$12.5K -63 -5%
EWM
1883
Elevatus Welath Management
New York
$228K +$198 +1 +0.1%
AA
1884
AF Advisors
California
$228K – – –
B
1885
BetterWealth
California
$227K +$2.97K +15 +1%
AW
1886
Apricus Wealth
South Carolina
$225K +$792 +4 +0.4%
MTC
1887
Matrix Trust Company
Colorado
$225K +$225K +1,137 New
JWS
1888
Juncture Wealth Strategies
Arizona
$225K +$225K +1,134 New
PSA
1889
Plum Street Advisors
Louisiana
$223K -$29.3K -148 -12%
AFS
1890
Annapolis Financial Services
Maryland
$222K – – –
SIS
1891
Sound Income Strategies
Florida
$221K -$158K -797 -42%
LOPW
1892
Live Oak Private Wealth
North Carolina
$221K – – –
TPWA
1893
Twin Peaks Wealth Advisors
California
$221K +$2.97K +15 +1%
AWM
1894
Accurate Wealth Management
Florida
$221K -$15.2K -76 -6%
GF
1895
Gries Financial
Ohio
$220K -$31.7K -160 -13%
OC
1896
Oakworth Capital
Alabama
$219K – – –
OWA
1897
One Wealth Advisors
California
$219K +$219K +1,101 New
LC
1898
Landaas & Company
Wisconsin
$218K – – –
VFG
1899
V2 Financial group
Illinois
$218K – – –
SFWC
1900
Strategic Family Wealth Counselors
New Jersey
$218K – – –
74 75
76
77 78