We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF
VIG

2,101 hedge funds and large institutions have $38.2B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 848 increasing their positions, 760 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 67

44% more call options, than puts

Call options by funds: $110M | Put options by funds: $76.9M

12% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 760

10% more capital invested

Capital invested by funds: $34.6B → $38.2B (+$3.6B)

7% more funds holding in top 10

Funds holding in top 10: 230 → 245 (+15)

2% more funds holding

Funds holding: 2,055 → 2,101 (+46)

1.48% less ownership

Funds ownership: 45.91% → 44.43% (-1.5%)

Holders
2,101
Holders Change
+46
Holders Change %
+2.24%
% of All Funds
30.17%
Holding in Top 10
245
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.52%
% of All Funds
3.52%
New
139
Increased
848
Reduced
760
Closed
67
Calls
$110M
Puts
$76.9M
Net Calls
+$33.5M
Net Calls Change
-$44.7M

Top Buyers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
+$228M
2
3AM
3EDGE Asset Management
Florida
+$92.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$79.5M
4
CWM
Congress Wealth Management
Massachusetts
+$62M
5
LPL Financial
LPL Financial
California
+$60M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$1.66B
2
Charles Schwab
Charles Schwab
California
-$115M
3
Bank of America
Bank of America
North Carolina
-$98.8M
4
Wells Fargo
Wells Fargo
California
-$94.3M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$84.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
2126
Moss Adams Wealth Advisors
Washington
– -$392K -2,138 Closed
MHS
2127
M Holdings Securities
Oregon
– -$386K -2,101 Closed
HCM
2128
Hilton Capital Management
New York
– -$366K -2,006 Closed
BAM
2129
BTS Asset Management
Massachusetts
– -$364K -1,985 Closed
ECA
2130
Elevation Capital Advisory
Oregon
– -$346K -1,894 Closed
EPA
2131
Element Pointe Advisors
Florida
– -$310K -1,700 Closed
PWA
2132
Phoenix Wealth Advisors
North Carolina
– -$290K -1,587 Closed
SAM
2133
Strategy Asset Managers
California
– -$252K -1,551 Closed
RCM
2134
Regency Capital Management
Hawaii
– -$267K -1,464 Closed
MWM
2135
Maripau Wealth Management
Indiana
– -$257K -1,400 Closed
VST
2136
Van Strum & Towne
California
– -$246K -1,348 Closed
MS
2137
Madden Securities
Texas
– -$245K -1,343 Closed
TCM
2138
Traynor Capital Management
Pennsylvania
– -$233K -1,277 Closed
UBV
2139
United Bank (Virginia)
Virginia
– -$225K -1,235 Closed
WF
2140
Wayfinding Financial
Washington
– -$221K -1,205 Closed
FFG
2141
Fortem Financial Group
California
– -$217K -1,189 Closed
HW
2142
Hancock Whitney
Mississippi
– -$214K -1,170 Closed
TCM
2143
Triumph Capital Management
Colorado
– -$209K -1,141 Closed
Fayez Sarofim & Co
2144
Fayez Sarofim & Co
Texas
– -$205K -1,122 Closed
CIP
2145
Capital Insight Partners
Arizona
– -$204K -1,119 Closed
WC
2146
Waterloo Capital
Texas
– -$203K -1,112 Closed
GFA
2147
Gallagher Fiduciary Advisors
Illinois
– -$202K -1,109 Closed
PIN
2148
Prudent Investors Network
California
– -$201K -1,102 Closed
FCM
2149
Fortis Capital Management
Washington
– -$201K -1,099 Closed
MSR
2150
Main Street Research
Connecticut
– -$202K -1,099 Closed
83 84 85
86
87

VIG Hedge Fund Activity: Q3 2024 in Review

2,101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2024, worth a combined $38.2B — up 10% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VIG positions and 67 closed out — a net gain of 72 holders — while 848 added to existing stakes and 760 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $228M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.66B.

  • 2,101 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2024, up from 2,055 in Q2 2024.
  • Funds reported $38.2B of Vanguard Dividend Appreciation ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 139 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2024 and 67 closed out, a net change of +72 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q3 2024 was Howard Capital Management, an estimated $228M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.66B sold.

Based on aggregated 13F filings for Q3 2024.