VIG icon

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 %
MSA
626
Marino Stram & Associates
Massachusetts
$4.67M +$701K +3,578 +18%
MIM
627
Miller Investment Management
Pennsylvania
$4.67M – – –
FSA
628
Fort Sheridan Advisors
Illinois
$4.66M +$43.1K +220 +0.9%
PFS
629
Prospect Financial Services
New York
$4.64M +$316K +1,612 +7%
DOA
630
D'Orazio & Associates
Virginia
$4.62M -$244K -1,247 -5%
NIWA
631
New Insight Wealth Advisors
California
$4.6M +$359K +1,834 +8%
PTC
632
Philadelphia Trust Company
Pennsylvania
$4.55M -$117K -600 -3%
FI
633
Financial Insights
Washington
$4.53M -$208K -1,062 -4%
SCI
634
S&CO Inc
Massachusetts
$4.52M – – –
BEI
635
Benjamin Edwards Inc
Missouri
$4.51M +$1.29M +6,582 +40%
SFG
636
Seamount Financial Group
Colorado
$4.47M +$16.8K +86 +0.4%
HIP
637
HUB Investment Partners
Texas
$4.47M +$222K +1,133 +5%
GFPC
638
Global Financial Private Client
Florida
$4.46M +$23.9K +122 +0.5%
AFO
639
Arrowroot Family Office
California
$4.46M +$434K +2,217 +11%
AWM
640
Accredited Wealth Management
Kentucky
$4.46M +$4.46M +22,752 New
MWP
641
Madison Wealth Partners
Wisconsin
$4.45M -$38.8K -198 -0.9%
GSWM
642
Golden State Wealth Management
California
$4.45M +$4.45M +22,723 New
PSCM
643
Per Stirling Capital Management
Texas
$4.41M -$17.8K -91 -0.4%
HFS
644
Hughes Financial Services
Virginia
$4.4M +$4.4M +22,471 New
IFS
645
Intelligent Financial Strategies
Minnesota
$4.39M -$35.2K -180 -0.8%
SFG
646
Stonebridge Financial Group
Pennsylvania
$4.39M +$4.39M +22,426 New
Financial Engines Advisors
647
Financial Engines Advisors
California
$4.38M +$114K +580 +3%
AFM
648
Abbot Financial Management
Massachusetts
$4.38M +$7.05K +36 +0.2%
SWMG
649
Sard Wealth Management Group
Georgia
$4.37M +$51.9K +265 +1%
CIA
650
Compass Investment Advisers
Oregon
$4.33M +$4.33M +22,110 New
24 25
26
27 28