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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 %
WF
2126
Wayfinding Financial
Washington
– -$221K -1,205 Closed
FFG
2127
Fortem Financial Group
California
– -$217K -1,189 Closed
HW
2128
Hancock Whitney
Mississippi
– -$214K -1,170 Closed
TCM
2129
Triumph Capital Management
Colorado
– -$209K -1,141 Closed
Fayez Sarofim & Co
2130
Fayez Sarofim & Co
Texas
– -$205K -1,122 Closed
CIP
2131
Capital Insight Partners
Arizona
– -$204K -1,119 Closed
WC
2132
Waterloo Capital
Texas
– -$203K -1,112 Closed
GFA
2133
Gallagher Fiduciary Advisors
Illinois
– -$202K -1,109 Closed
PIN
2134
Prudent Investors Network
California
– -$201K -1,102 Closed
MSR
2135
Main Street Research
Connecticut
– -$202K -1,099 Closed
FCM
2136
Fortis Capital Management
Washington
– -$201K -1,099 Closed
NFSG
2137
Newbridge Financial Services Group
Florida
– -$189K -1,036 Closed
NOI
2138
Newton One Investments
Delaware
– -$112K -616 Closed
HH
2139
HWG Holdings
Texas
– -$96.8K -530 Closed
RFA
2140
Register Financial Advisors
Georgia
– -$64.7K -354 Closed
GI
2141
Gradient Investments
Minnesota
– -$54.8K -300 Closed
TWP
2142
Triad Wealth Partners
Kansas
– -$54.6K -299 Closed
HCM
2143
Horrell Capital Management
Arkansas
– -$50K -274 Closed
VAG
2144
VisionPoint Advisory Group
Texas
– -$48.4K -265 Closed
BAM
2145
Byrne Asset Management
New Jersey
– -$38.4K -209 Closed
OWA
2146
Opal Wealth Advisors
New York
– -$33.8K -185 Closed
PCA
2147
Providence Capital Advisors
North Carolina
– -$33K -181 Closed
TFF
2148
The Family Firm
Maryland
– -$24.8K -136 Closed
MHR
2149
Matthew Hamilton Rosenberg
– -$21K -115 Closed
KFS
2150
Kelly Financial Services
Massachusetts
– -$12.1K -66 Closed
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