VIG icon

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
+$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 %
CCA
1976
Criterion Capital Advisors
Tennessee
$91.3K – – –
WAM
1977
WFA Asset Management
Wisconsin
$90.5K +$396 +2 +0.4%
HCP
1978
Hexagon Capital Partners
Arkansas
$89.1K -$101K -510 -53%
RFG
1979
REAP Financial Group
Texas
$88.3K – – –
A
1980
Allianz
Germany
$87.3K – – –
DCM
1981
Davis Capital Management
Florida
$86.8K -$134K -677 -61%
CFFP
1982
Center for Financial Planning
Michigan
$85.8K -$61.4K -310 -42%
CTA
1983
Colonial Trust Advisors
South Carolina
$84.4K – – –
SCA
1984
Stuart Chaussee & Associates
California
$81.2K – – –
CSWM
1985
Cassady Schiller Wealth Management
Ohio
$79K +$31.7K +160 +67%
MRCM
1986
M&R Capital Management
New Jersey
$77.8K +$198 +1 +0.3%
FFO
1987
Fortitude Family Office
Arizona
$77.6K – – –
WAS
1988
Winch Advisory Services
Wisconsin
$70.9K +$396 +2 +0.6%
FCMT
1989
Founders Capital Management (Texas)
Texas
$69.3K – – –
CP
1990
Castleview Partners
Texas
$68.1K +$396 +2 +0.6%
FWM
1991
FSA Wealth Management
Massachusetts
$67K +$67K +338 New
CYG
1992
Clean Yield Group
Vermont
$66.5K -$29.7K -150 -31%
Allspring Global Investments
1993
Allspring Global Investments
North Carolina
$66.5K – – –
MCM
1994
MidAtlantic Capital Management
Virginia
$66.4K – – –
CI
1995
Cordant Inc
Oregon
$63.6K +$63.6K +321 New
EAM
1996
Eukles Asset Management
Ohio
$62.2K – – –
SWA
1997
SOA Wealth Advisors
New York
$62K -$20.8K -105 -25%
JFG
1998
JDM Financial Group
Texas
$58K – – –
SWC
1999
Spectrum Wealth Counsel
Indiana
$56.9K – – –
HGA
2000
Hobbs Group Advisors
South Carolina
$54.5K +$34.3K +173 +170%
78 79
80
81 82