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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 %
GWMR
426
GC Wealth Management RIA
Massachusetts
$8.6M -$1.23M -6,258 -12%
FP
427
Financial Perspectives
Minnesota
$8.6M -$527K -2,692 -6%
Federated Hermes
428
Federated Hermes
Pennsylvania
$8.6M +$8.6M +43,904 New
DI
429
DAGCO Inc
Ohio
$8.58M +$1.49M +7,597 +21%
GSIAS
430
Garden State Investment Advisory Services
New Jersey
$8.57M +$35.4K +180 +0.4%
QCM
431
Quantinno Capital Management
New York
$8.51M +$2.58M +13,179 +44%
Bessemer Group
432
Bessemer Group
New Jersey
$8.46M +$637K +3,254 +8%
TFCP
433
Twin Focus Capital Partners
Massachusetts
$8.44M +$49.9K +255 +0.6%
CFA
434
Capstone Financial Advisors
Illinois
$8.43M -$51.3K -262 -0.6%
CIA
435
Compass Ion Advisors
Pennsylvania
$8.4M -$118K -605 -1%
KL
436
KWMG LLC
Kansas
$8.39M -$104K -531 -1%
YWM
437
Yoder Wealth Management
California
$8.35M -$124K -632 -1%
SCA
438
Stokes Capital Advisors
South Carolina
$8.34M +$30.2K +154 +0.4%
SG
439
StoneX Group
New York
$8.32M +$8.32M +42,464 New
WPWM
440
Western Pacific Wealth Management
Illinois
$8.27M +$3.92K +20 +0%
VWM
441
Vigilare Wealth Management
Arizona
$8.27M +$1.96K +10 +0%
AWM
442
Aberdeen Wealth Management
Illinois
$8.24M +$25.1K +128 +0.3%
NPI
443
New Perspectives Inc
Mississippi
$8.21M -$118K -603 -1%
BRWA
444
B. Riley Wealth Advisors
Florida
$8.2M -$1.89M -9,647 -19%
PFP
445
Pinnacle Financial Partners
Tennessee
$8.2M +$860K +4,385 +12%
VAS
446
Vestmark Advisory Solutions
Massachusetts
$8.17M +$762K +3,889 +10%
Envestnet Portfolio Solutions
447
Envestnet Portfolio Solutions
Illinois
$8.15M -$78.7K -402 -1%
MC
448
Moors & Cabot
Massachusetts
$8.07M +$71.5K +365 +0.9%
PFA
449
Pathway Financial Advisors
Vermont
$8.07M -$19K -97 -0.2%
PA
450
Pinnacle Associates
New York
$8.01M +$2.36M +12,034 +42%
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