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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 %
USCWA
776
U.S. Capital Wealth Advisors
Texas
$3.19M +$623K +3,183 +24%
CWM
777
Centurion Wealth Management
Virginia
$3.18M +$23.7K +121 +0.8%
MCC
778
Money Concepts Capital
Florida
$3.18M -$722K -3,686 -18%
AFM
779
Aspetuck Financial Management
Connecticut
$3.18M +$3.18M +16,226 New
FAM
780
Formidable Asset Management
Ohio
$3.14M +$656K +3,348 +26%
TGAM
781
TBH Global Asset Management
Tennessee
$3.13M -$127K -646 -4%
LRPA
782
L. Roy Papp & Associates
Arizona
$3.12M +$37.4K +191 +1%
WSFS
783
Wilmington Savings Fund Society
Delaware
$3.11M +$455K +2,322 +17%
DWT
784
Dorsey & Whitney Trust
South Dakota
$3.11M +$89.7K +458 +3%
ACM
785
Aurdan Capital Management
Pennsylvania
$3.1M +$3.1M +15,840 New
WBCM
786
Wilson & Boucher Capital Management
California
$3.09M +$137K +702 +5%
LWCFA
787
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.08M – – –
CF
788
Conquis Financial
California
$3.06M +$3.06M +15,620 New
GCL
789
Gouws Capital LLC
North Carolina
$3.05M -$255K -1,300 -8%
FF
790
Friday Financial
Iowa
$3.05M +$3.05M +15,551 New
LFP
791
Leeward Financial Partners
Washington
$3.04M – – –
PWG
792
Portside Wealth Group
Utah
$3.03M -$32.5K -166 -1%
MSAM
793
Moloney Securities Asset Management
Missouri
$3.01M -$52.7K -269 -2%
ATC
794
Argent Trust Co
Tennessee
$3.01M +$502K +2,563 +20%
CPIG
795
Chicago Partners Investment Group
Illinois
$3M +$10.2K +52 +0.3%
BC
796
Barrett & Company
Rhode Island
$3M +$219K +1,120 +8%
PP
797
Prudential plc
United Kingdom
$3M +$1.63M +8,340 +120%
NCM
798
Next Capital Management
New York
$3M +$392 +2 +0%
TFA
799
Tobias Financial Advisors
Florida
$2.99M -$35.6K -182 -1%
VHAM
800
Van Hulzen Asset Management
California
$2.96M -$132K -676 -4%
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