VIG icon

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.

Holders
2,088
Holders Change
+46
Holders Change %
+2.25%
% of All Funds
30.21%
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
1
Howard Capital Management
Georgia
$239M
2
3AM
2
3EDGE Asset Management
Florida
$96M
3
EA
3
Enclave Advisors
Texas
$89.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.86B
5
CWM
5
Congress Wealth Management
Massachusetts
$65.1M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$10.5M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Bank of America
3
Bank of America
North Carolina
$4.19B
4
Wells Fargo
4
Wells Fargo
California
$1.92B
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$161M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.19B 21,138,239 -518,870 -2%
Morgan Stanley
2
Morgan Stanley
New York
$2.41B 12,144,754 +207,297 +2%
Wells Fargo
3
Wells Fargo
California
$1.92B 9,687,413 -495,027 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.86B 9,407,492 +417,262 +5%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.35B 6,823,204 +82,945 +1%
UBS Group
6
UBS Group
Switzerland
$1.26B 6,386,021 -62,258 -1%
LPL Financial
7
LPL Financial
California
$1.15B 5,808,810 +314,952 +6%
HWM
8
HB Wealth Management
Georgia
$937M 4,786,899 +128,314 +3%
RJA
9
Raymond James & Associates
Florida
$733M 3,698,942 +178,450 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$732M 3,693,517 -58,125 -2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$653M 3,295,589 +123,584 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$557M 2,809,801 -55,497 -2%
Ameriprise
13
Ameriprise
Minnesota
$470M 2,375,198 -97,702 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$439M 2,215,860 +153,807 +7%
HighTower Advisors
15
HighTower Advisors
Illinois
$438M 2,211,138 +39,560 +2%
S
16
SignatureFD
Georgia
$379M 1,913,049 +10,261 +0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$336M 1,697,067 -50,528 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$329M 1,662,043 -233,370 -12%
Osaic Holdings
19
Osaic Holdings
Arizona
$300M 1,513,220 -2,176 -0.1%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$297M 1,501,406 +7,434 +0.5%
MWM
21
Modera Wealth Management
New Jersey
$272M 1,373,644 +60,055 +5%
Mariner
22
Mariner
Kansas
$253M 1,279,876 +15,697 +1%
TPI
23
Trust Point Inc
Wisconsin
$250M 1,262,716 -2,945 -0.2%
HCM
24
Howard Capital Management
Georgia
$239M 1,208,253 +1,197,450 +11,084%
JIC
25
Joel Isaacson & Co
New York
$228M 1,153,657 +26,549 +2%
1
2 3 4 5