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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 %
TC
676
Trilogy Capital
California
$4.02M -$6.46K -33 -0.2%
FDDB
677
Fidelity D&D Bancorp
Pennsylvania
$4.02M +$1.09M +5,557 +37%
C1AG
678
Client 1st Advisory Group
Florida
$4.02M +$392 +2 +0%
SFA
679
Sequoia Financial Advisors
Ohio
$4.01M +$1.11M +5,664 +38%
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$4.01M +$63.6K +325 +2%
EAM
681
Evanson Asset Management
California
$4M +$142K +723 +4%
CPA
682
Capital Performance Advisors
California
$3.96M – – –
HT
683
Heritage Trust
Oklahoma
$3.9M +$3.9M +19,907 New
PSP
684
Principal Street Partners
Tennessee
$3.89M -$3.81M -19,481 -49%
ZF
685
Zhang Financial
Michigan
$3.89M +$1.22M +6,229 +46%
GWAG
686
Garrett Wealth Advisory Group
Texas
$3.89M -$135K -689 -3%
AC
687
Avant Capital
Louisiana
$3.88M +$3.88M +19,831 New
KWS
688
Keystone Wealth Services
California
$3.87M +$872K +4,452 +29%
TAM
689
Titleist Asset Management
Texas
$3.87M +$3.87M +19,771 New
FMII
690
Farmers & Merchants Investments Inc
Nebraska
$3.87M -$180K -917 -4%
FCAS
691
First Command Advisory Services
Texas
$3.85M -$640K -3,267 -14%
VWM
692
Venturi Wealth Management
Texas
$3.84M +$453K +2,315 +13%
DJSG
693
D.J. St. Germain
Massachusetts
$3.82M -$33.9K -173 -0.9%
KJWM
694
Kiley Juergens Wealth Management
Washington
$3.82M -$15.7K -80 -0.4%
TVWM
695
Tower View Wealth Management
Wisconsin
$3.82M +$14.3K +73 +0.4%
CIM
696
Corda Investment Management
Texas
$3.81M -$14.9K -76 -0.4%
WIM
697
WealthPlan Investment Management
Nebraska
$3.81M +$2.97M +15,189 +356%
KA
698
Kovack Advisors
Florida
$3.8M -$173K -881 -4%
GA
699
GSG Advisors
New Jersey
$3.8M +$333K +1,699 +10%
JFG
700
JMG Financial Group
Illinois
$3.8M +$206K +1,053 +6%
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