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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
SIC
1951
SJS Investment Consulting
Ohio
$172K +$381 +2 +0.2%
ME
1952
McIlrath & Eck
Washington
$171K +$130K +683 +384%
CB
1953
Centennial Bank
Arkansas
$170K – – –
BWL
1954
Bogart Wealth LLC
Virginia
$167K +$762 +4 +0.5%
MM
1955
Main Management
California
$165K – – –
PCWA
1956
Pacific Capital Wealth Advisors
California
$161K – – –
CFB
1957
Cullen/Frost Bankers
Texas
$151K +$28.4K +149 +24%
SWM
1958
Sanctuary Wealth Management
Idaho
$149K – – –
SR
1959
Syntax Research
Florida
$148K +$762 +4 +0.5%
BFP
1960
Briaud Financial Planning
Texas
$147K – – –
MA
1961
MCF Advisors
Kentucky
$145K +$2.67K +14 +2%
PCMC
1962
Planning Capital Management Corporation
Pennsylvania
$145K – – –
SAS
1963
Stelac Advisory Services
New York
$141K – – –
MLA
1964
MB, Levis & Associates
Pennsylvania
$137K -$381 -2 -0.3%
KWAG
1965
Kiely Wealth Advisory Group
North Carolina
$137K – – –
VC
1966
Vestor Capital
Illinois
$136K – – –
TAM
1967
Tucker Asset Management
Colorado
$134K -$36.6K -192 -22%
SL
1968
Salomon & Ludwin
Virginia
$130K -$133K -700 -52%
TSMHT
1969
Thurston Springer Miller Herd & Titak
Indiana
$120K – – –
BAM
1970
Bellevue Asset Management
Washington
$119K – – –
PPC
1971
Park Place Capital
Alabama
$119K – – –
GA
1972
GoalVest Advisory
New York
$118K – – –
IRC
1973
Investors Research Corp
Georgia
$114K +$6.09K +32 +6%
NBT
1974
Northwest Bank & Trust
Iowa
$114K – – –
Toronto Dominion Bank
1975
Toronto Dominion Bank
Ontario, Canada
$113K -$71.8K -377 -40%
77 78
79
80 81

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.