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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,088 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, 843 increasing their positions, 756 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,088
Holders Change
+46
Holders Change %
+2.25%
% of All Funds
30.2%
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
843
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
$239M
2
3AM
3EDGE Asset Management
Florida
$96M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.86B
4
CWM
Congress Wealth Management
Massachusetts
$65.1M
5
LPL Financial
LPL Financial
California
$1.15B

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$10.5M
2
Charles Schwab
Charles Schwab
California
$0
3
Bank of America
Bank of America
North Carolina
$4.19B
4
Wells Fargo
Wells Fargo
California
$1.92B
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
176
J.W. Cole Advisors
Florida
$21.8M +$375K +1,894 +2%
ANTB
177
AMG National Trust Bank
Colorado
$21.8M +$57.4K +290 +0.3%
GB
178
Goepper Burkhardt
South Carolina
$21.5M -$285K -1,441 -1%
Comerica Bank
179
Comerica Bank
Texas
$21.5M +$690K +3,485 +3%
OIA
180
OneDigital Investment Advisors
Kansas
$21.5M +$1.23M +6,222 +6%
CCM
181
Coldstream Capital Management
Washington
$21.5M -$129K -649 -0.6%
WIC
182
Whitegate Investment Counselors
New Hampshire
$21.4M -$528K -2,668 -2%
WWM
183
Western Wealth Management
Colorado
$21.3M -$1.95M -9,839 -8%
JSL
184
JT Stratford LLC
Georgia
$21.3M +$495K +2,498 +2%
PRI
185
Prepared Retirement Institute
Pennsylvania
$21.3M +$1.19M +6,013 +6%
RWP
186
RWA Wealth Partners
Massachusetts
$21.1M -$1.3M -6,570 -6%
NF
187
Nikulski Financial
Iowa
$21.1M -$101K -512 -0.5%
TWM
188
Tradition Wealth Management
Minnesota
$21.1M +$533K +2,691 +3%
Betterment LLC
189
Betterment LLC
New York
$20.5M +$1.97M +9,968 +11%
FM
190
Family Management
New York
$20.3M +$1.03M +5,193 +5%
CCM
191
Consolidated Capital Management
California
$20M +$2.88M +14,559 +17%
PA
192
PFG Advisors
Arizona
$20M -$2.1M -10,607 -10%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$20M +$213K +1,073 +1%
SAF
194
Smith Anglin Financial
Texas
$19.9M -$831K -4,195 -4%
KL
195
KilterHowling LLC
Colorado
$19.7M +$390K +1,969 +2%
JGIA
196
Jackson Grant Investment Advisers
Connecticut
$19.7M +$266K +1,341 +1%
SWP
197
Stratos Wealth Partners
Ohio
$19.6M +$1.31M +6,599 +7%
TC
198
TownSquare Capital
Utah
$19.6M +$14.8M +74,942 +315%
MC
199
McCarthy & Cox
Ohio
$19.4M -$1.54M -7,774 -7%
CIC
200
Carnegie Investment Counsel
Ohio
$19.4M +$25.4K +128 +0.1%
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