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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 %
AIM
1926
Athena Investment Management
California
$203K +$203K +1,025 New
FA
1927
Fountainhead AM
New Jersey
$202K -$137K -692 -40%
SGI
1928
Summit Global Investments
Utah
$202K -$58.7K -296 -23%
FIM
1929
Fernwood Investment Management
Massachusetts
$202K -$19.8K -100 -9%
AAG
1930
Accordant Advisory Group
Maryland
$201K – – –
FWP
1931
Firethorn Wealth Partners
Georgia
$201K +$201K +1,013 New
MAM
1932
Marotta Asset Management
Virginia
$200K +$200K +1,012 New
FFC
1933
First Financial Corp
Indiana
$198K – – –
GGI
1934
Godsey & Gibb Inc
Virginia
$196K +$24.8K +125 +14%
PA
1935
PSI Advisors
Florida
$194K – – –
NRG
1936
Nemes Rush Group
Michigan
$193K – – –
CT
1937
Coastline Trust
Rhode Island
$185K +$185K +934 New
CWM
1938
Cedar Wealth Management
California
$176K -$9.31K -47 -5%
RBC
1939
Roble Belko & Company
Pennsylvania
$174K – – –
SIC
1940
SJS Investment Consulting
Ohio
$172K +$396 +2 +0.2%
ME
1941
McIlrath & Eck
Washington
$171K +$135K +683 +384%
CB
1942
Centennial Bank
Arkansas
$170K – – –
BWL
1943
Bogart Wealth LLC
Virginia
$167K +$793 +4 +0.5%
MM
1944
Main Management
California
$165K – – –
PCWA
1945
Pacific Capital Wealth Advisors
California
$161K – – –
CFB
1946
Cullen/Frost Bankers
Texas
$151K +$29.5K +149 +24%
SWM
1947
Sanctuary Wealth Management
Idaho
$149K – – –
SR
1948
Syntax Research
Florida
$148K +$792 +4 +0.5%
BFP
1949
Briaud Financial Planning
Texas
$147K – – –
MA
1950
MCF Advisors
Kentucky
$145K +$2.78K +14 +2%
76 77
78
79 80