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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 %
JPG
376
Jordan Park Group
California
$9.98M -$3.56M -18,158 -26%
FMWA
377
Forvis Mazars Wealth Advisors
Missouri
$9.95M -$63.3K -323 -0.6%
CIA
378
Choate Investment Advisors
Massachusetts
$9.95M -$147K -751 -1%
SWA
379
Safir Wealth Advisors
New Hampshire
$9.94M +$257K +1,312 +3%
PWM
380
Prentice Wealth Management
New York
$9.86M -$6.27K -32 -0.1%
PC
381
Pecaut & Co
Iowa
$9.81M +$633K +3,234 +7%
AWMT
382
AAFMAA Wealth Management & Trust
North Carolina
$9.79M +$411K +2,097 +4%
GWSA
383
Global Wealth Strategies & Associates
Colorado
$9.73M +$304K +1,552 +3%
WP
384
WealthShield Partners
North Carolina
$9.71M -$920K -4,699 -9%
BFS
385
Bradley Foster & Sargent
Connecticut
$9.66M +$1.15M +5,867 +13%
FHC
386
First Heartland Consultants
Missouri
$9.6M -$2.75M -14,039 -22%
SC
387
Savant Capital
Illinois
$9.57M +$617K +3,153 +7%
Mirae Asset Global Investments
388
Mirae Asset Global Investments
South Korea
$9.57M -$529K -2,700 -5%
IA
389
IFG Advisory
Georgia
$9.45M -$359K -1,835 -4%
CFA
390
CWS Financial Advisors
Michigan
$9.43M +$537K +2,743 +6%
HWA
391
Heritage Wealth Advisors
Virginia
$9.41M +$28.6K +146 +0.3%
SFP
392
Sandbox Financial Partners
Maryland
$9.39M -$419K -2,140 -4%
FFA
393
Farther Finance Advisors
California
$9.39M +$2.42M +12,357 +35%
DCM
394
Donaldson Capital Management
Indiana
$9.38M +$494K +2,524 +6%
WFA
395
West Financial Advisors
Iowa
$9.36M -$362K -1,849 -4%
CWA
396
Cascade Wealth Advisors
Washington
$9.33M +$105K +534 +1%
SFM
397
Signet Financial Management
New Jersey
$9.3M +$263K +1,345 +3%
JFG
398
Jefferies Financial Group
New York
$9.27M +$658K +3,362 +8%
CAL
399
Capital Analysts LLC
Pennsylvania
$9.26M +$29.2K +149 +0.3%
PFS
400
Prospera Financial Services
Texas
$9.23M +$326K +1,666 +4%
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16
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