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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
AFS
1901
Annapolis Financial Services
Maryland
$222K – – –
SIS
1902
Sound Income Strategies
Florida
$221K -$152K -797 -42%
LOPW
1903
Live Oak Private Wealth
North Carolina
$221K – – –
TPWA
1904
Twin Peaks Wealth Advisors
California
$221K +$2.86K +15 +1%
AWM
1905
Accurate Wealth Management
Florida
$221K -$14.5K -76 -6%
GF
1906
Gries Financial
Ohio
$220K -$30.5K -160 -13%
OC
1907
Oakworth Capital
Alabama
$219K – – –
OWA
1908
One Wealth Advisors
California
$219K +$210K +1,101 New
LC
1909
Landaas & Company
Wisconsin
$218K – – –
VFG
1910
V2 Financial group
Illinois
$218K – – –
SFWC
1911
Strategic Family Wealth Counselors
New Jersey
$218K – – –
PP
1912
Pacifica Partners
Canada
$217K – – –
PPH
1913
Pure Portfolios Holdings
Oregon
$217K +$208K +1,095 New
GIA
1914
Guyasuta Investment Advisors
Pennsylvania
$216K -$22.3K -117 -10%
CWA
1915
Capital Wealth Alliance
Arizona
$216K -$119K -627 -37%
ANB
1916
Amarillo National Bank
Texas
$216K +$208K +1,090 New
CWP
1917
Core Wealth Partners
California
$214K +$206K +1,083 New
RPC
1918
Rossmore Private Capital
Connecticut
$213K +$205K +1,077 New
BW
1919
Bison Wealth
Georgia
$212K -$491K -2,581 -71%
TLFA
1920
True Link Financial Advisors
California
$211K -$15K -79 -7%
LA
1921
LVW Advisors
New York
$210K +$202K +1,061 New
HW
1922
Hamilton Wealth
California
$210K +$202K +1,060 New
OWA
1923
ORBA Wealth Advisors
Illinois
$210K +$202K +1,059 New
FSC
1924
Full Sail Capital
Oklahoma
$209K +$201K +1,054 New
SAM
1925
Silvercrest Asset Management
New York
$208K +$200K +1,050 New
75 76
77
78 79

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.