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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 %
HWM
551
Howard Wealth Management
Connecticut
$5.84M -$42.7K -218 -0.7%
HC
552
Hoese & Co
Minnesota
$5.83M +$459K +2,346 +9%
GWANC
553
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.8M -$783 -4 -0%
WCM
554
WealthBridge Capital Management
Ohio
$5.76M +$134K +684 +2%
JE
555
JMAC Enterprises
Pennsylvania
$5.76M +$30K +153 +0.5%
FA
556
Flagstar Advisors
New York
$5.75M -$56.4K -288 -1%
KWA
557
Kingswood Wealth Advisors
California
$5.75M +$1.45M +7,393 +34%
RWP
558
Ridgecrest Wealth Partners
California
$5.73M -$28.6K -146 -0.5%
ACM
559
Arcataur Capital Management
Wisconsin
$5.73M -$32.3K -165 -0.6%
TVAMP
560
Tennessee Valley Asset Management Partners
Tennessee
$5.72M -$336K -1,718 -6%
FFG
561
Fiduciary Financial Group
California
$5.7M -$187K -970 -3%
GC
562
Gibson Capital
Pennsylvania
$5.67M – – –
GPW
563
Genesis Private Wealth
Virginia
$5.66M +$5.66M +28,897 New
RFM
564
Royal Fund Management
Florida
$5.66M -$26.8K -136 -0.5%
TIAA Trust, National Association
565
TIAA Trust, National Association
North Carolina
$5.66M -$13.7K -70 -0.2%
FA
566
Fortis Advisors
Pennsylvania
$5.65M +$81.5K +416 +1%
CG
567
Caprock Group
Idaho
$5.61M +$1.18M +6,024 +27%
TIP
568
Tandem Investment Partners
New Jersey
$5.59M +$5.59M +28,562 New
HA
569
Hofer & Associates
California
$5.54M -$99.1K -506 -2%
PFG
570
Pinnacle Financial Group
Illinois
$5.5M -$24.7K -126 -0.4%
SSWG
571
Seven Springs Wealth Group
Tennessee
$5.49M -$19K -97 -0.3%
RCA
572
Riverview Capital Advisers
Massachusetts
$5.48M +$132K +674 +2%
AWA
573
Amplius Wealth Advisors
Pennsylvania
$5.43M -$45.2K -231 -0.8%
OSAM
574
O'Shaughnessy Asset Management
Connecticut
$5.42M +$750K +3,829 +16%
FFC
575
Frederick Financial Consultants
Maryland
$5.42M +$5.42M +27,685 New
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