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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
NRC
1926
New Republic Capital
North Carolina
$208K +$199K +1,043 New
FA
1927
Fagan Associates
New York
$207K +$199K +1,045 New
PGAM
1928
Princeton Global Asset Management
New Jersey
$206K +$190 +1 +0.1%
MFT
1929
Moisand Fitzgerald Tamayo
Florida
$205K +$65.7K +345 +50%
NJIM
1930
Nabity-Jensen Investment Management
Nebraska
$205K +$197K +1,036 New
HIG
1931
Heritage Investment Group
Florida
$205K +$197K +1,033 New
AMIM
1932
Aull & Monroe Investment Management
Alabama
$204K +$196K +1,030 New
VBFP
1933
Valtinson Bruner Financial Planning
Minnesota
$204K +$196K +1,029 New
AC
1934
Arjuna Capital
North Carolina
$204K +$196K +1,028 New
WWP
1935
Waypoint Wealth Partners
California
$204K +$196K +1,028 New
MWM
1936
Maltin Wealth Management
New Jersey
$203K +$195K +1,026 New
AIM
1937
Athena Investment Management
California
$203K +$195K +1,025 New
FA
1938
Fountainhead AM
New Jersey
$202K -$132K -692 -40%
SGI
1939
Summit Global Investments
Utah
$202K -$56.4K -296 -23%
FIM
1940
Fernwood Investment Management
Massachusetts
$202K -$19K -100 -9%
AAG
1941
Accordant Advisory Group
Maryland
$201K – – –
FWP
1942
Firethorn Wealth Partners
Georgia
$201K +$193K +1,013 New
MAM
1943
Marotta Asset Management
Virginia
$200K +$193K +1,012 New
FFC
1944
First Financial Corp
Indiana
$198K – – –
GGI
1945
Godsey & Gibb Inc
Virginia
$196K +$23.8K +125 +14%
PA
1946
PSI Advisors
Florida
$194K – – –
NRG
1947
Nemes Rush Group
Michigan
$193K – – –
CT
1948
Coastline Trust
Rhode Island
$185K +$178K +934 New
CWM
1949
Cedar Wealth Management
California
$176K -$8.95K -47 -5%
RBC
1950
Roble Belko & Company
Pennsylvania
$174K – – –
76 77
78
79 80

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.