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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,291 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, 897 increasing their positions, 742 reducing their positions, and 63 closing their positions.

Holders
2,291
Holders Change
+203
Holders Change %
+9.72%
% of All Funds
30.51%
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
897
Reduced
742
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$1.02B
2
Bank of America
2
Bank of America
North Carolina
$4.85B
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$7.91B
4
Prudential Financial
4
Prudential Financial
New Jersey
$314M
5
Wells Fargo
5
Wells Fargo
California
$2.06B

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$107M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$284M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$34.4M
5
KAS
5
Kestra Advisory Services
Texas
$79.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
26
Howard Capital Management
Georgia
$237M 1,208,325 +72 +0%
JIC
27
Joel Isaacson & Co
New York
$235M 1,201,685 +48,028 +4%
Creative Planning
28
Creative Planning
Kansas
$216M 1,103,362 +155,947 +16%
Stifel Financial
29
Stifel Financial
Missouri
$203M 1,038,825 +28,606 +3%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$203M 1,035,805 +10,631 +1%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$187M 956,479 -11,247 -1%
AL
32
Aspiriant LLC
California
$186M 951,430 -17,352 -2%
MCM
33
MAI Capital Management
Ohio
$182M 929,219 +30,050 +3%
Truist Financial
34
Truist Financial
North Carolina
$181M 923,630 -28,157 -3%
Corient Private Wealth
35
Corient Private Wealth
Florida
$179M 940,624 -36,926 -4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$176M 897,884 +7,952 +0.9%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$169M 860,651 +161,316 +23%
Brown Advisory
38
Brown Advisory
Maryland
$166M 848,328 -49,541 -6%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$166M 847,817 +15,691 +2%
WA
40
Waverly Advisors
Alabama
$165M 840,124 +29,720 +4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$162M 824,991 -51,732 -6%
NHC
42
Nicholas Hoffman & Company
Georgia
$158M 804,288 +45,346 +6%
Goldman Sachs
43
Goldman Sachs
New York
$149M 760,920 +43,109 +6%
RPGK
44
Retirement Planning Group (Kansas)
Kansas
$146M 747,736 +58,645 +9%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$137M 698,272 +19,224 +3%
NFC
46
Northeast Financial Consultants
Connecticut
$131M 670,077 -3,823 -0.6%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$129M 658,932 +3,756 +0.6%
William Blair & Company
48
William Blair & Company
Illinois
$127M 650,925 -3,440 -0.5%
Cerity Partners
49
Cerity Partners
New York
$125M 638,877 +54,938 +9%
CAM
50
Cresset Asset Management
Illinois
$124M 631,483 +8,227 +1%
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