VIG icon

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 %
AIM
451
Allen Investment Management
New York
$7.98M -$450K -2,296 -5%
WWWM
452
White Wing Wealth Management
Texas
$7.98M +$565K +2,885 +8%
CFP
453
Cypress Financial Planning
New Jersey
$7.96M +$3.92K +20 +0%
NG
454
Northstar Group
New York
$7.92M -$22.7K -116 -0.3%
PFA
455
Plotkin Financial Advisors
Maryland
$7.9M +$125K +637 +2%
CIBC World Market
456
CIBC World Market
Ontario, Canada
$7.89M +$1.2M +6,121 +18%
PWM
457
PMG Wealth Management
Illinois
$7.88M +$7.88M +40,259 New
KCPG
458
Kavar Capital Partners Group
Kansas
$7.85M -$17.4K -89 -0.2%
WPA
459
West Paces Advisors
Georgia
$7.8M +$7.38M +37,695 +1,766%
NP
460
NorthRock Partners
Minnesota
$7.77M -$379K -1,936 -5%
WPWM
461
Windward Private Wealth Management
Kansas
$7.73M -$499K -2,548 -6%
AIP
462
Alexis Investment Partners
Texas
$7.69M +$7.69M +39,277 New
WANY
463
Wealthspire Advisors (New York)
New York
$7.68M +$175K +892 +2%
LGWM
464
Litman Gregory Wealth Management
California
$7.65M – – –
LNB
465
Ledyard National Bank
$7.61M -$258K -1,316 -3%
IA
466
Integrity Alliance
Iowa
$7.6M +$7.6M +38,789 New
KCAM
467
Kagan Cocozza Asset Management
New Jersey
$7.58M +$7.58M +38,732 New
SPC
468
Sigma Planning Corp
Michigan
$7.58M +$7.64K +39 +0.1%
PCG
469
Prosperity Consulting Group
Maryland
$7.58M +$32.1K +164 +0.4%
FL
470
FreeGulliver LLC
Louisiana
$7.55M +$163K +834 +2%
TI
471
Tidal Investments
Wisconsin
$7.53M +$4.68M +23,921 +165%
BBHC
472
Brown Brothers Harriman & Co
New York
$7.52M -$112K -573 -1%
IWM
473
IHT Wealth Management
Illinois
$7.51M -$2.29M -11,674 -23%
TCCP
474
Tide Cove Capital Partners
California
$7.47M +$7.47M +38,346 New
AWM
475
Apollon Wealth Management
South Carolina
$7.44M +$1.14M +5,830 +18%
17 18
19
20 21