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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,293 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 898 increasing their positions, 743 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+204
Holders Change %
+9.77%
% of All Funds
30.52%
Holding in Top 10
277
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.52%
% of All Funds
3.69%
New
310
Increased
898
Reduced
743
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$706M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$430M
3
Prudential Financial
Prudential Financial
New Jersey
+$310M
4
Wells Fargo
Wells Fargo
California
+$163M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.4M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$106M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$60.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$47.9M
4
MFIM
Mesirow Financial Investment Management
Illinois
-$33.2M
5
KAS
Kestra Advisory Services
Texas
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KDA
276
Kraft Davis & Associates
Missouri
$13.9M +$1.12M +5,531 +9%
CIA
277
Concurrent Investment Advisors
Florida
$13.9M -$635K -3,241 -4%
SW
278
SVB Wealth
Massachusetts
$13.8M +$13.8M +70,644 New
DWM
279
Dakota Wealth Management
Florida
$13.8M +$945K +4,825 +7%
BNP Paribas Financial Markets
280
BNP Paribas Financial Markets
France
$13.7M -$948K -4,842 -6%
FPAS
281
Focus Partners Advisor Solutions
Missouri
$13.6M +$5.67M +28,975 +71%
MMA
282
Miracle Mile Advisors
California
$13.5M -$1.19M -6,053 -8%
SC
283
Swan Capital
Florida
$13.5M +$2.13M +10,861 +19%
MWA
284
Motive Wealth Advisors
Michigan
$13.4M +$270K +1,381 +2%
KP
285
Kitching Partners
Pennsylvania
$13.4M +$552K +2,819 +4%
RIA
286
Regal Investment Advisors
Michigan
$13.4M -$122K -625 -0.9%
CCAM
287
Cascades Capital Asset Management
North Carolina
$13.4M +$1.37M +6,977 +11%
ECM
288
Evergreen Capital Management
Washington
$13.4M -$96K -490 -0.7%
OHIS
289
Oak Harvest Investment Services
Texas
$13.3M -$792K -4,044 -6%
WT
290
Whittier Trust
California
$13.3M -$290K -1,479 -2%
CWM
291
Circle Wealth Management
New Jersey
$13.2M -$75K -383 -0.6%
PWW
292
Pettyjohn Wood & White
Virginia
$13.2M -$179K -915 -1%
JAG
293
Journey Advisory Group
Kentucky
$13.2M – – –
GC
294
Garde Capital
Washington
$13.1M -$1.47M -7,491 -10%
ONB
295
Old National Bancorp
Indiana
$13.1M +$1.06M +5,423 +9%
HWA
296
HHM Wealth Advisors
Tennessee
$13.1M +$65.2K +333 +0.5%
PWM
297
Perigon Wealth Management
California
$13.1M +$264K +1,333 +2%
JWA
298
JFS Wealth Advisors
Pennsylvania
$13M -$92.2K -471 -0.7%
GVAG
299
Great Valley Advisor Group
Delaware
$13M +$235K +1,198 +2%
FTWA
300
Fifth Third Wealth Advisors
Ohio
$12.9M +$4.53M +23,135 +54%
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