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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 %
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$12.9M -$2.56M -13,082 -17%
PIMG
302
Patriot Investment Management Group
Tennessee
$12.9M -$277K -1,416 -2%
NAS
303
NWF Advisory Services
California
$12.8M +$12.8M +65,401 New
KPWS
304
Kestra Private Wealth Services
Texas
$12.7M +$361K +1,841 +3%
MG
305
Mather Group
Illinois
$12.7M +$587 +3 +0%
SC
306
SouthState Corp
Florida
$12.6M +$279K +1,426 +2%
EFS
307
Essex Financial Services
Connecticut
$12.5M +$1.02M +5,213 +9%
GRP
308
Global Retirement Partners
California
$12.5M +$711K +3,630 +6%
CCB
309
Country Club Bank
Missouri
$12.5M +$2.05M +10,469 +20%
MWA
310
Meridian Wealth Advisors
Texas
$12.3M -$12.5K -64 -0.1%
BMCM
311
Bryn Mawr Capital Management
Pennsylvania
$12.2M -$1.66M -8,457 -12%
IIA
312
Integral Investment Advisors
California
$12.1M +$574K +2,929 +5%
AC
313
Apella Capital
Connecticut
$12.1M -$323K -1,648 -3%
AP
314
Advisors Preferred
Maryland
$12.1M -$2.99M -15,323 -20%
TWP
315
Tyche Wealth Partners
Texas
$12M -$138K -706 -1%
MSFS
316
Main Street Financial Solutions
Pennsylvania
$12M -$2.8M -14,288 -19%
LIM
317
Leavell Investment Management
Alabama
$12M -$37.2K -190 -0.3%
TCA
318
Transcend Capital Advisors
New Jersey
$12M +$66.6K +340 +0.6%
DW30
319
Drucker Wealth 3.0
New Jersey
$12M +$9.4M +48,020 +368%
MCM
320
Mendel Capital Management
Arkansas
$11.9M +$113K +575 +1%
AF
321
Apollon Financial
South Carolina
$11.9M +$2.52M +12,872 +27%
SFC
322
Strategic Financial Concepts
Texas
$11.8M +$1.47M +7,510 +14%
OC
323
Oppenheimer & Co
New York
$11.8M +$469K +2,393 +4%
FLPIM
324
F.L. Putnam Investment Management
Massachusetts
$11.8M -$171K -873 -1%
CCG
325
Chatham Capital Group
Georgia
$11.8M -$169K -865 -1%
11 12
13
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