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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 %
FPF
2076
First Pacific Financial
Washington
$5.99K +$1.2K +6 +25%
BTC
2077
Bank & Trust Company
Illinois
$5.94K – – –
B
2078
Birchbrook
Maine
$5.94K – – –
TFM
2079
TFC Financial Management
Massachusetts
$5.94K – – –
PPA
2080
Painted Porch Advisors
California
$2.97K +$2.97K +15 New
LFA
2081
LGT Financial Advisors
Texas
$1.98K – – –
KHC
2082
Koesten Hirschmann & Crabtree
Kansas
$1.78K +$1.78K +9 New
GJIA
2083
Glass Jacobson Investment Advisors
Maryland
$1.41K -$181K -902 -99%
BMC
2084
Bear Mountain Capital
Washington
$1.4K -$1.4K -7 -50%
EA
2085
Evolution Advisers
Virginia
$1K – – –
GC
2086
Gould Capital
Washington
$990 – – –
SFCL
2087
Strengthening Families & Communities LLC
Massachusetts
$796 – – –
PS
2088
PayPay Securities
Japan
$594 -$1.39K -7 -70%
TRCT
2089
Tower Research Capital (TRC)
New York
$396 -$25.9K -131 -98%
WWP
2090
WR Wealth Planners
Missouri
$31 -$12.7K -70 Closed
Charles Schwab
2091
Charles Schwab
California
– -$115M -632,505 Closed
OHWA
2092
Oak Hill Wealth Advisors
Virginia
– -$35.8M -195,951 Closed
Bank of Nova Scotia
2093
Bank of Nova Scotia
Ontario, Canada
– -$18.3M -100,000 Closed
SW
2094
SVB Wealth
Massachusetts
– -$15.2M -83,288 Closed
SL
2095
Stevard LLC
Illinois
– -$6.8M -37,274 Closed
IAIM
2096
International Assets Investment Management
Florida
– -$2.23M -12,203 Closed
CA
2097
Crewe Advisors
Utah
– -$1.37M -7,523 Closed
IWP
2098
Innova Wealth Partners
Pennsylvania
– -$1.23M -6,762 Closed
NDSI
2099
Newman Dignan & Sheerar Inc
Rhode Island
– -$929K -5,091 Closed
NRA
2100
NSI Retail Advisors
Pennsylvania
– -$864K -4,734 Closed
82 83
84
85 86