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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 %
PCMC
1951
Planning Capital Management Corporation
Pennsylvania
$145K – – –
SAS
1952
Stelac Advisory Services
New York
$141K – – –
MLA
1953
MB, Levis & Associates
Pennsylvania
$137K -$396 -2 -0.3%
KWAG
1954
Kiely Wealth Advisory Group
North Carolina
$137K – – –
VC
1955
Vestor Capital
Illinois
$136K – – –
TAM
1956
Tucker Asset Management
Colorado
$134K -$38K -192 -22%
SL
1957
Salomon & Ludwin
Virginia
$130K -$139K -700 -52%
TSMHT
1958
Thurston Springer Miller Herd & Titak
Indiana
$120K – – –
PPC
1959
Park Place Capital
Alabama
$119K – – –
BAM
1960
Bellevue Asset Management
Washington
$119K – – –
GA
1961
GoalVest Advisory
New York
$118K – – –
IRC
1962
Investors Research Corp
Georgia
$114K +$6.34K +32 +6%
NBT
1963
Northwest Bank & Trust
Iowa
$114K – – –
Toronto Dominion Bank
1964
Toronto Dominion Bank
Ontario, Canada
$113K -$74.7K -377 -40%
T
1965
Tidemark
California
$113K -$198 -1 -0.2%
TF
1966
Tompkins Financial
New York
$112K – – –
ABWM
1967
Alpine Bank Wealth Management
Colorado
$110K +$110K +557 New
CT
1968
Clearstead Trust
Maine
$109K – – –
TFA
1969
Toth Financial Advisory
Virginia
$107K -$990 -5 -0.9%
FW
1970
Fairway Wealth
Ohio
$107K – – –
EWM
1971
Evermay Wealth Management
Virginia
$106K – – –
AWM
1972
Avondale Wealth Management
Texas
$102K – – –
TLCM
1973
Twin Lakes Capital Management
California
$101K +$198 +1 +0.2%
OP
1974
ORG Partners
Indiana
$100K +$97.4K +492 +3,280%
AT
1975
Avalon Trust
New Mexico
$99K -$39.6K -200 -29%
77 78
79
80 81