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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 %
MIG
826
Meketa Investment Group
Massachusetts
$2.75M +$2.75M +14,052 New
BBWP
827
Beacon Bridge Wealth Partners
Pennsylvania
$2.75M -$72.3K -369 -3%
BWP
828
Burling Wealth Partners
Illinois
$2.75M +$2.75M +14,031 New
AR
829
Advisory Research
Illinois
$2.74M – – –
GWM
830
Geneos Wealth Management
Colorado
$2.73M +$341K +1,740 +14%
OCG
831
Opus Capital Group
Ohio
$2.73M -$33.7K -172 -1%
PBF
832
Petix & Botte Financial
California
$2.72M -$81.9K -418 -3%
CNBTD
833
Citizens National Bank Trust Department
Mississippi
$2.72M -$3.92K -20 -0.1%
AWM
834
Accel Wealth Management
Iowa
$2.71M +$85.2K +435 +3%
EWA
835
EQ Wealth Advisors
Texas
$2.71M +$2.71M +13,820 New
HWM
836
Hohimer Wealth Management
Washington
$2.68M -$22.9K -117 -0.8%
CA
837
CGN Advisors
Kansas
$2.67M -$521K -2,661 -16%
AF
838
Affiance Financial
Minnesota
$2.67M +$3.33K +17 +0.1%
SSB
839
Sandy Spring Bank
Maryland
$2.66M -$34.3K -175 -1%
SA
840
SRH Advisors
Kansas
$2.64M +$196 +1 +0%
CFG
841
Certior Financial Group
Pennsylvania
$2.63M +$2.63M +13,438 New
LWP
842
LeClair Wealth Partners
Ohio
$2.63M +$2.63M +13,406 New
AAP
843
Arax Advisory Partners
Colorado
$2.62M -$91.3K -466 -3%
TAM
844
Tocqueville Asset Management
New York
$2.61M -$7.44K -38 -0.3%
CHAM
845
Clear Harbor Asset Management
Connecticut
$2.61M +$1.32M +6,720 +102%
ACM
846
Advisors Capital Management
New Jersey
$2.6M +$447K +2,280 +21%
SCG
847
Sonata Capital Group
Washington
$2.59M -$58.7K -300 -2%
BTWM
848
Baker Tilly Wealth Management
Wisconsin
$2.58M +$2.58M +13,188 New
HCM
849
Hall Capital Management
Rhode Island
$2.58M +$2.58M +13,168 New
RWM
850
Ritholtz Wealth Management
New York
$2.57M +$345K +1,760 +16%
32 33
34
35 36