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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 %
BW
526
BIP Wealth
Georgia
$6.39M -$138K -704 -2%
MSWM
527
McGlone Suttner Wealth Management
Wisconsin
$6.36M +$653K +3,335 +11%
MWA
528
Moser Wealth Advisors
Washington
$6.32M +$148K +756 +2%
RCA
529
Ranch Capital Advisors
Florida
$6.32M +$57.2K +292 +0.9%
GSF
530
Grove Street Fiduciary
New Hampshire
$6.3M +$6.3M +32,177 New
CastleKeep Investment Advisors
531
CastleKeep Investment Advisors
Connecticut
$6.3M +$18.6K +95 +0.3%
CFO
532
Colony Family Offices
North Carolina
$6.23M -$21.9K -112 -0.4%
CB
533
Chris Bulman
California
$6.17M -$975K -4,979 -14%
MWA
534
Muirfield Wealth Advisors
North Carolina
$6.16M -$53.3K -272 -0.9%
BRG
535
Bay Rivers Group
Virginia
$6.13M +$2.15K +11 +0%
MW
536
Marcum Wealth
Ohio
$6.13M +$6.46K +33 +0.1%
SFS
537
Sowell Financial Services
Arkansas
$6.12M -$118K -602 -2%
WOC
538
West Oak Capital
California
$6.12M -$245K -125 -4%
KFGK
539
Keystone Financial Group (Kentucky)
Kentucky
$6.1M +$29.2K +149 +0.5%
BA
540
Brightwater Advisory
Florida
$6.1M -$660K -3,371 -10%
CCWA
541
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.08M +$122K +621 +2%
SF
542
Summit Financial
New Jersey
$6.08M -$325K -1,662 -5%
TCOV
543
Trust Company of Vermont
Vermont
$6.07M +$477K +2,438 +9%
SWM
544
Spire Wealth Management
Virginia
$6.04M +$512K +2,614 +9%
CAM
545
Councilmark Asset Management
Tennessee
$6.04M – – –
SIM
546
Seaview Investment Managers
Florida
$6M +$6M +30,636 New
IP
547
Investment Partners
Ohio
$5.92M +$6.85K +35 +0.1%
Kovitz Investment Group Partners
548
Kovitz Investment Group Partners
Illinois
$5.91M +$1.09M +5,541 +22%
GWSG
549
GPS Wealth Strategies Group
Colorado
$5.88M -$323K -1,650 -5%
WFPG
550
Waller Financial Planning Group
Ohio
$5.85M +$54.2K +277 +0.9%
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