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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 %
HWMG
501
Hurlow Wealth Management Group
Indiana
$6.73M -$243K -1,239 -3%
CFP
502
Curran Financial Partners
South Carolina
$6.71M +$325K +1,660 +5%
CSB
503
City State Bank
Iowa
$6.68M +$332K +1,694 +5%
AAS
504
Asset Allocation Strategies
Michigan
$6.67M +$210K +1,035 +3%
CPA
505
Cardiff Park Advisors
California
$6.67M +$23.7K +121 +0.4%
CAG
506
Csenge Advisory Group
Florida
$6.62M +$298K +1,524 +5%
FAP
507
Financial Advisory Partners
Florida
$6.62M +$434K +2,214 +7%
ODA
508
One Degree Advisors
California
$6.61M -$548K -2,682 -8%
CCFM
509
Clear Creek Financial Management
Washington
$6.6M +$356K +1,818 +6%
KFS
510
Kaizen Financial Strategies
California
$6.55M -$1.81M -9,231 -22%
RMDI
511
R.M. Davis Inc
Maine
$6.55M +$145K +740 +2%
HL
512
HeadInvest LLC
Maine
$6.53M +$20.4K +104 +0.3%
TGCMU
513
Titan Global Capital Management USA
New York
$6.51M +$577K +2,944 +10%
WGC
514
Watts Gwilliam & Co
Arizona
$6.5M -$52.1K -267 -0.8%
BWM
515
Benchmark Wealth Management
Connecticut
$6.5M +$2.94K +15 +0%
CP
516
Creekside Partners
California
$6.48M -$71.9K -367 -1%
CAM
517
Cidel Asset Management
Ontario, Canada
$6.47M – – –
CAC
518
Certified Advisory Corp
Florida
$6.45M +$128K +656 +2%
SW
519
SkyOak Wealth
Michigan
$6.44M +$201K +1,026 +3%
OAJ
520
Ogorek Anthony Joseph
New York
$6.44M +$28.6K +146 +0.4%
RBFC
521
Roman Butler Fullerton & Co
Missouri
$6.43M +$376K +1,860 +6%
CPC
522
Consolidated Planning Corp
Georgia
$6.43M +$131K +671 +2%
WIM
523
Westside Investment Management
California
$6.42M +$32.5K +166 +0.5%
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.42M -$2.83M -13,973 -31%
DFA
525
DHJJ Financial Advisors
Illinois
$6.41M +$75K +383 +1%
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