Vanguard Dividend Appreciation ETF
VIG
2,106 hedge funds and large institutions have $38.3B invested in Vanguard Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 850 increasing their positions, 762 reducing their positions, and 67 closing their positions.
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: 850 | Existing positions reduced: 762
11% more capital invested
Capital invested by funds: $34.6B → $38.3B (+$3.64B)
6% more funds holding in top 10
Funds holding in top 10: 232 → 245 (+13)
2% more funds holding
Funds holding: 2,060 → 2,106 (+46)
0.55% more ownership
Funds ownership: 43.9% → 44.45% (+0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$228M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$92.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$79.5M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$62M |
| 5 |
LPL Financial
San Diego,
California
|
+$60M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$115M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$98.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$94.3M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$84.7M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$44.4M |
VIG Hedge Fund Activity: Q3 2024 in Review
2,106 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2024, worth a combined $38.3B — up 11% 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 850 added to existing stakes and 762 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $228M. The largest seller was Charles Schwab, exiting entirely with an estimated $115M sold.
- 2,106 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2024, up from 2,060 in Q2 2024.
- Funds reported $38.3B of Vanguard Dividend Appreciation ETF stock for Q3 2024, up 11% 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 Charles Schwab, an estimated $115M sold.
Based on aggregated 13F filings for Q3 2024.