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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 %
TP
801
Tranquility Partners
Tennessee
$2.95M -$82.8K -421 -3%
WIA
802
World Investment Advisors
California
$2.93M +$945K +4,825 +48%
AAG
803
Armstrong Advisory Group
Massachusetts
$2.93M +$58.7K +300 +2%
AWM
804
Axxcess Wealth Management
California
$2.93M +$554K +2,831 +23%
AWP
805
Axis Wealth Partners
Rhode Island
$2.92M +$2.92M +14,892 New
SIG
806
Stonegate Investment Group
Alabama
$2.9M +$24.3K +124 +0.8%
ET
807
Equitable Trust
Tennessee
$2.9M +$2.9M +14,813 New
NFG
808
Nations Financial Group
Iowa
$2.89M -$931K -4,755 -24%
GEA
809
Glen Eagle Advisors
New Jersey
$2.87M +$636K +3,247 +29%
SWA
810
Sax Wealth Advisors
New Jersey
$2.87M +$122K +621 +4%
MFA
811
Mayflower Financial Advisors
Massachusetts
$2.86M -$5.68K -29 -0.2%
LWMNY
812
Landmark Wealth Management (New York)
New York
$2.86M +$783 +4 +0%
WF
813
WinCap Financial
Massachusetts
$2.83M +$2.83M +14,462 New
SHFA
814
SC&H Financial Advisors
Maryland
$2.83M +$5.09K +26 +0.2%
BlackRock
815
BlackRock
New York
$2.83M +$1.16M +5,921 +69%
PWM
816
Power Wealth Management
Georgia
$2.83M -$195K -998 -6%
CWMS
817
Cannon Wealth Management Services
North Carolina
$2.82M +$439K +2,175 +18%
HP
818
Holistic Planning
Texas
$2.8M -$94.8K -484 -3%
NRI
819
NFP Retirement Inc
California
$2.79M -$175K -894 -6%
WS
820
Wedbush Securities
California
$2.79M +$1.08M +5,509 +63%
LW
821
Linscomb Wealth
Texas
$2.78M -$6.66K -34 -0.2%
PAMG
822
Patton Albertson Miller Group
Tennessee
$2.78M -$509K -2,598 -15%
S
823
Sunpointe
Missouri
$2.77M +$1.59M +8,097 +134%
AFG
824
Atomi Financial Group
New York
$2.75M +$651K +3,326 +31%
MC
825
Meketa Capital
Massachusetts
$2.75M +$2.75M +14,052 New
31 32
33
34 35