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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 %
PPP
751
Private Portfolio Partners
New Jersey
$3.34M -$104K -530 -3%
FWM
752
FMA Wealth Management
Massachusetts
$3.33M +$25.9K +132 +0.8%
BFS
753
BridgePort Financial Solutions
Iowa
$3.33M +$3.33M +16,618 New
PWMAG
754
Pinnacle Wealth Management Advisory Group
New Jersey
$3.32M +$263K +1,342 +9%
TKP
755
Tallon Kerry Patrick
$3.32M +$3.32M +17,045 New
PRTG
756
Post Resch Tallon Group
New York
$3.32M +$3.32M +17,045 New
SWM
757
SeaCrest Wealth Management
New York
$3.32M +$7.05K +36 +0.2%
FGG
758
Financial Guidance Group
Florida
$3.32M -$130K -665 -4%
AWM
759
Atticus Wealth Management
Florida
$3.31M -$41.5K -212 -1%
TFA
760
Transamerica Financial Advisors
Florida
$3.31M +$356K +1,818 +12%
SQA
761
Simon Quick Advisors
New Jersey
$3.31M +$49.7K +254 +2%
PB
762
Pinnacle Bancorp
Nebraska
$3.31M +$98.5K +503 +3%
Empower Advisory Group
763
Empower Advisory Group
Colorado
$3.31M +$440K +2,245 +15%
HIA
764
Harbor Investment Advisory
Maryland
$3.29M +$255K +1,304 +8%
CF
765
Centaurus Financial
California
$3.29M +$337K +1,720 +11%
RA
766
RFG Advisory
Alabama
$3.27M -$446K -2,275 -12%
JBA
767
Johnson Bixby & Associates
Washington
$3.27M -$21.5K -110 -0.7%
IC
768
Iconiq Capital
California
$3.25M +$1.32M +6,730 +68%
BCP
769
Blue Chip Partners
Michigan
$3.22M +$4.31K +22 +0.1%
FF
770
Farrell Financial
New York
$3.22M -$4.31K -22 -0.1%
BCI
771
Brinker Capital Investments
Pennsylvania
$3.21M -$8.43M -43,022 -72%
OPS
772
Orion Portfolio Solutions
Nebraska
$3.21M -$8.43M -43,022 -72%
GL
773
Graypoint LLC
New York
$3.21M -$303K -1,545 -9%
SWA
774
Sterling Wealth Advisors
Florida
$3.21M +$3.21M +16,376 New
SMAM
775
Sugar Maple Asset Management
Wisconsin
$3.21M +$456K +2,326 +17%
29 30
31
32 33