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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 %
SCM
2101
Steele Capital Management
Iowa
– -$769K -4,190 Closed
WP
2102
WealthPLAN Partners
Nebraska
– -$671K -3,676 Closed
G
2103
GenTrust
Florida
– -$564K -3,073 Closed
RG
2104
Rathbones Group
United Kingdom
– -$557K -3,050 Closed
AAM
2105
Ameraudi Asset Management
New York
– -$557K -3,050 Closed
3IP
2106
3Chopt Investment Partners
Virginia
– -$540K -2,943 Closed
TPWA
2107
TRUE Private Wealth Advisors
Oregon
– -$533K -2,917 Closed
PWM
2108
Praetorian Wealth Management
California
– -$526K -2,879 Closed
VCM
2109
Virtue Capital Management
Tennessee
– -$520K -2,763 Closed
Jane Street
2110
Jane Street
New York
– -$467K -2,556 Closed
CAP
2111
Columbia Advisory Partners
Washington
– -$400K -2,189 Closed
MAWA
2112
Moss Adams Wealth Advisors
Washington
– -$392K -2,138 Closed
MHS
2113
M Holdings Securities
Oregon
– -$386K -2,101 Closed
HCM
2114
Hilton Capital Management
New York
– -$366K -2,006 Closed
BAM
2115
BTS Asset Management
Massachusetts
– -$364K -1,985 Closed
ECA
2116
Elevation Capital Advisory
Oregon
– -$346K -1,894 Closed
EPA
2117
Element Pointe Advisors
Florida
– -$310K -1,700 Closed
PWA
2118
Phoenix Wealth Advisors
North Carolina
– -$290K -1,587 Closed
SAM
2119
Strategy Asset Managers
California
– -$252K -1,551 Closed
RCM
2120
Regency Capital Management
Hawaii
– -$267K -1,464 Closed
MWM
2121
Maripau Wealth Management
Indiana
– -$257K -1,400 Closed
VST
2122
Van Strum & Towne
California
– -$246K -1,348 Closed
MS
2123
Madden Securities
Texas
– -$245K -1,343 Closed
TCM
2124
Traynor Capital Management
Pennsylvania
– -$233K -1,277 Closed
UBV
2125
United Bank (Virginia)
Virginia
– -$225K -1,235 Closed
83 84
85
86 87