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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 %
AWA
476
Arete Wealth Advisors
Illinois
$7.39M -$13.3K -68 -0.2%
HSG
477
Helen Stephens Group
Texas
$7.38M -$8.59M -43,879 -54%
HNB
478
Huntington National Bank
Ohio
$7.35M -$7.6M – –
MFS
479
McNamara Financial Services
Massachusetts
$7.33M -$254K -1,297 -3%
RMAM
480
Raab & Moskowitz Asset Management
New Jersey
$7.33M +$99.9K +510 +1%
LFAS
481
Level Four Advisory Services
Texas
$7.3M -$3.16M -16,114 -30%
WKWM
482
Walter & Keenan Wealth Management
Indiana
$7.27M +$1.06M +5,432 +17%
WCG
483
Weaver Consulting Group
California
$7.25M +$292K +1,490 +4%
NL
484
NWAM LLC
Washington
$7.21M -$711K -3,630 -9%
LWL
485
Leo Wealth LLC
Texas
$7.19M +$52.3K +267 +0.7%
CA
486
Cambridge Advisors
Nebraska
$7.17M -$19.8K -101 -0.3%
BCWM
487
Bartlett & Co Wealth Management
Ohio
$7.09M -$29.4K -150 -0.4%
HCM
488
Hollencrest Capital Management
California
$7.09M +$59.5K +304 +0.8%
BA
489
Bridgewater Advisors
New York
$7.06M +$1.63M +8,326 +30%
GLA
490
Good Life Advisors
Pennsylvania
$7.02M +$144K +733 +2%
IWP
491
IAG Wealth Partners
Wisconsin
$6.98M -$388K -1,983 -5%
AWM
492
AE Wealth Management
Kansas
$6.98M -$769K -3,929 -10%
SLWA
493
San Luis Wealth Advisors
California
$6.94M +$689K +3,519 +11%
KFGG
494
Keystone Financial Group (Georgia)
Georgia
$6.91M +$6.91M +35,299 New
VP
495
Verum Partners
North Carolina
$6.9M -$64K -327 -0.9%
FWA
496
FSC Wealth Advisors
New York
$6.84M +$906K +4,626 +15%
GHA
497
GW Henssler & Associates
Georgia
$6.84M -$14.9K -75 -0.2%
MWM
498
Meridian Wealth Management
Kentucky
$6.83M -$8.81K -45 -0.1%
SDH
499
Sloy Dahl & Holst
Washington
$6.77M +$35.2K +180 +0.5%
BJL
500
Brighton Jones LLC
Washington
$6.77M +$3.25M +16,606 +92%
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