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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
+$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 %
ACM
2026
Anfield Capital Management
California
$31.7K – – –
HF
2027
Halpern Financial
Virginia
$31.5K – – –
RCM
2028
Raleigh Capital Management
North Carolina
$31.4K – – –
BSB
2029
Bangor Savings Bank
Maine
$30.9K -$4.75K -24 -13%
PWMG
2030
Private Wealth Management Group
New Jersey
$30.5K -$11.9K -60 -28%
W
2031
WealthCollab
Washington
$29.3K – – –
PSB
2032
Piscataqua Savings Bank
New Hampshire
$29.3K – – –
MFA
2033
McClarren Financial Advisors
Pennsylvania
$28.7K +$17.7K +15,732 +160%
PFG
2034
Peterson Financial Group
Iowa
$28.7K +$28.7K +145 New
PWS
2035
Peterson Wealth Services
Utah
$28.5K +$28.5K +144 New
EBA
2036
Eagle Bay Advisors
New York
$27.8K – – –
1IA
2037
1620 Investment Advisors
Massachusetts
$27.7K – – –
YDMI
2038
Y.D. More Investments
Israel
$26.9K – – –
HWP
2039
Highline Wealth Partners
California
$23.3K -$38.6K -195 -62%
AP
2040
Atwood & Palmer
Missouri
$22.4K – – –
MIA
2041
Milestone Investment Advisors
Wisconsin
$22.2K – – –
VAMG
2042
Voisard Asset Management Group
Michigan
$21.8K +$21.8K +110 New
WTA
2043
Washington Trust Advisors
Massachusetts
$21.4K – – –
CWM
2044
CarsonAllaria Wealth Management
Illinois
$20.8K +$198 +1 +1%
UCB
2045
United Community Bank
South Carolina
$20.4K – – –
CTB
2046
Country Trust Bank
Illinois
$20.1K – – –
TWD
2047
True Wealth Design
Ohio
$19.8K -$4.36K -22 -18%
DPW
2048
DiNuzzo Private Wealth
Pennsylvania
$19.8K – – –
SC
2049
Steph & Co
Wisconsin
$19.8K – – –
CMP
2050
Coston McIsaac & Partners
Maine
$17.9K +$431 +2,177 +2%
80 81
82
83 84