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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 %
ACA
851
Atlas Capital Advisors
Wyoming
$2.56M -$206K -1,051 -7%
BAM
852
Belpointe Asset Management
Nevada
$2.55M +$10.8K +55 +0.4%
PCP
853
Proficio Capital Partners
Massachusetts
$2.55M +$140K +714 +6%
CSC
854
Caldwell Sutter Capital
California
$2.54M -$27.4K -140 -1%
WFA
855
Wellspring Financial Advisors
Ohio
$2.53M +$4.5K +23 +0.2%
TFO
856
Tarbox Family Office
California
$2.53M -$20.4K -104 -0.8%
IAIM
857
International Assets Investment Management
Florida
$2.53M +$2.53M +12,959 New
TFS
858
Thoroughbred Financial Services
Tennessee
$2.53M -$91.5K -467 -3%
JCM
859
Jacobi Capital Management
Pennsylvania
$2.51M +$22.1K +113 +0.9%
IWP
860
Innova Wealth Partners
Pennsylvania
$2.51M +$2.51M +12,816 New
OC
861
Optima Capital
Oregon
$2.51M +$2.51M +12,809 New
CGA
862
Crescent Grove Advisors
Illinois
$2.51M +$17.2K +88 +0.7%
DAS
863
DMKC Advisory Services
Iowa
$2.5M +$2.5M +12,773 New
AIM
864
Anchor Investment Management
South Carolina
$2.5M -$19.6K -100 -0.8%
PHS
865
Pekin Hardy Strauss
Illinois
$2.5M +$69.7K +356 +3%
ACP
866
Aviance Capital Partners
Florida
$2.49M -$34.3K -175 -1%
TCM
867
Tandem Capital Management
New Jersey
$2.48M +$193K +987 +8%
SFG
868
Sunburst Financial Group
Alabama
$2.48M -$245K -1,251 -9%
CHJWM
869
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.46M +$34K +167 +1%
CWM
870
Centricity Wealth Management
Ohio
$2.45M +$2.45M +12,523 New
NA
871
Novus Advisors
South Carolina
$2.45M +$2.45M +12,500 New
LSIA
872
LaSalle St. Investment Advisors
Illinois
$2.44M +$109K +557 +5%
PCH
873
PGIM Custom Harvest
New Jersey
$2.44M +$642K +3,280 +36%
LSA
874
Lion Street Advisors
Texas
$2.44M – – –
IA
875
Insight Advisors
Pennsylvania
$2.43M -$614K -3,138 -20%
33 34
35
36 37