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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 %
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
$3.59M +$92.6K +490 +3%
SA
727
Sincerus Advisory
New York
$3.59M +$3.59M +18,351 New
EFG
728
Embree Financial Group
Illinois
$3.59M +$62.1K +317 +2%
BFA
729
Benedict Financial Advisors
Georgia
$3.58M +$40.1K +205 +1%
FMN
730
Financial Management Network
California
$3.58M -$13.3K -68 -0.4%
HAM
731
Hickory Asset Management
Ohio
$3.58M +$3.58M +18,266 New
BFA
732
Buttonwood Financial Advisors
Maryland
$3.56M -$148K -755 -4%
UB
733
UMB Bank
Missouri
$3.56M -$7.33M -37,431 -67%
EFG
734
Ehrlich Financial Group
California
$3.56M +$4.9K +25 +0.1%
MCCA
735
Mill Creek Capital Advisors
Pennsylvania
$3.55M – – –
PJSIMP
736
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.55M -$20.6K -105 -0.6%
PCA
737
Pallas Capital Advisors
Massachusetts
$3.55M -$4.7K -24 -0.1%
PWP
738
Pursue Wealth Partners
California
$3.54M +$657K +3,355 +23%
CWM
739
CIBC World Markets
New York
$3.52M -$15.7K -80 -0.4%
MBT
740
Montecito Bank & Trust
California
$3.51M -$203K -1,037 -5%
WA
741
Whipplewood Advisors
Colorado
$3.47M +$3.47M +17,698 New
WPC
742
Wedmont Private Capital
Pennsylvania
$3.46M -$84.8K -440 -2%
KFA
743
Kelleher Financial Advisors
New York
$3.46M +$19.8K +101 +0.6%
AIFAIM
744
American Institute for Advanced Investment Management
Arizona
$3.44M -$90.1K -460 -3%
AWAU
745
Alliance Wealth Advisors (Utah)
Utah
$3.44M +$176K +901 +5%
SCA
746
St. Clair Advisors
Ohio
$3.44M +$1.57K +8 +0%
FCI
747
Financial Counselors Inc
Kansas
$3.4M -$92.4K -472 -3%
CCM
748
Cambridge Capital Management
Illinois
$3.36M -$308K -1,571 -8%
DFG
749
Dupree Financial Group
Kentucky
$3.36M -$103K -525 -3%
GWA
750
Gratus Wealth Advisors
Virginia
$3.34M -$286K -1,459 -8%
28 29
30
31 32