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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 %
PP
1901
Pacifica Partners
Canada
$217K – – –
PPH
1902
Pure Portfolios Holdings
Oregon
$217K +$217K +1,095 New
GIA
1903
Guyasuta Investment Advisors
Pennsylvania
$216K -$23.2K -117 -10%
CWA
1904
Capital Wealth Alliance
Arizona
$216K -$124K -627 -37%
ANB
1905
Amarillo National Bank
Texas
$216K +$216K +1,090 New
CWP
1906
Core Wealth Partners
California
$214K +$214K +1,083 New
RPC
1907
Rossmore Private Capital
Connecticut
$213K +$213K +1,077 New
BW
1908
Bison Wealth
Georgia
$212K -$512K -2,581 -71%
TLFA
1909
True Link Financial Advisors
California
$211K -$15.6K -79 -7%
LA
1910
LVW Advisors
New York
$210K +$210K +1,061 New
HW
1911
Hamilton Wealth
California
$210K +$210K +1,060 New
OWA
1912
ORBA Wealth Advisors
Illinois
$210K +$210K +1,059 New
FSC
1913
Full Sail Capital
Oklahoma
$209K +$209K +1,054 New
SAM
1914
Silvercrest Asset Management
New York
$208K +$208K +1,050 New
NRC
1915
New Republic Capital
North Carolina
$208K +$208K +1,043 New
FA
1916
Fagan Associates
New York
$207K +$207K +1,045 New
PGAM
1917
Princeton Global Asset Management
New Jersey
$206K +$198 +1 +0.1%
MFT
1918
Moisand Fitzgerald Tamayo
Florida
$205K +$68.3K +345 +50%
NJIM
1919
Nabity-Jensen Investment Management
Nebraska
$205K +$205K +1,036 New
HIG
1920
Heritage Investment Group
Florida
$205K +$205K +1,033 New
AMIM
1921
Aull & Monroe Investment Management
Alabama
$204K +$204K +1,030 New
VBFP
1922
Valtinson Bruner Financial Planning
Minnesota
$204K +$204K +1,029 New
AC
1923
Arjuna Capital
North Carolina
$204K +$204K +1,028 New
WWP
1924
Waypoint Wealth Partners
California
$204K +$204K +1,028 New
MWM
1925
Maltin Wealth Management
New Jersey
$203K +$203K +1,026 New
75 76
77
78 79