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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 %
MCM
601
Morton Capital Management
California
$4.96M +$196 +1 +0%
OFS
602
OneAscent Financial Services
Alabama
$4.95M +$4.95M +25,283 New
TA
603
TFB Advisors
Kansas
$4.95M +$21K +107 +0.4%
MIM
604
Moseley Investment Management
Florida
$4.91M +$895K +4,568 +22%
KeyBank National Association
605
KeyBank National Association
Ohio
$4.91M -$67.2K -343 -1%
TWP
606
Tempus Wealth Planning
California
$4.89M -$184K -941 -4%
ETC
607
Exchange Traded Concepts
Oklahoma
$4.87M +$4.87M +24,887 New
IWC
608
Infinity Wealth Counsel
Ohio
$4.86M +$4.86M +24,795 New
WAL
609
W Advisors LLC
Tennessee
$4.84M +$9.01K +46 +0.2%
SSI
610
Scott & Selber Inc
Texas
$4.83M -$84K -429 -2%
CFGS
611
Concourse Financial Group Securities
Alabama
$4.81M +$61.7K +307 +1%
SRWM
612
Shira Ridge Wealth Management
California
$4.8M +$215K +1,098 +5%
WFA
613
Wade Financial Advisory
California
$4.8M -$135K -688 -3%
MG
614
MilWealth Group
Wisconsin
$4.77M -$47.8K -244 -1%
CRFG
615
Columbia River Financial Group
Washington
$4.76M +$4.76M +24,328 New
BIM
616
Breakwater Investment Management
Washington
$4.75M -$1.37K -7 -0%
NAMP
617
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.74M +$48K +245 +1%
Citadel Advisors
618
Citadel Advisors
Florida
$4.72M +$1.15M +5,853 +32%
SIC
619
Salem Investment Counselors
North Carolina
$4.72M +$68.7K +351 +1%
LCS
620
Levin Capital Strategies
New York
$4.71M +$1.57K +8 +0%
BMWS
621
Brady Martz Wealth Solutions
North Dakota
$4.7M +$4.7M +24,105 New
SSWM
622
Sheets Smith Wealth Management
North Carolina
$4.7M -$49.7K -254 -1%
FT
623
Fiduciary Trust
Massachusetts
$4.69M – – –
OLA
624
Oliver Luxxe Assets
New Jersey
$4.69M +$2.34M +11,865 +99%
KWA
625
Kellett Wealth Advisors
Ohio
$4.69M +$325K +1,662 +7%
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