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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 %
HBW
876
Hazlett, Burt & Watson
West Virginia
$2.43M +$43.9K +224 +2%
EWM
877
Evercore Wealth Management
New York
$2.43M +$420K +2,144 +21%
DWAM
878
Duncan Williams Asset Management
Tennessee
$2.41M – – –
RC
879
Roundview Capital
New Jersey
$2.41M +$22.3K +114 +0.9%
BFIM
880
Beese Fulmer Investment Management
Ohio
$2.41M +$6.27K +32 +0.3%
CPIA
881
Cornell Pochily Investment Advisors
New York
$2.41M +$1.37K +7 +0.1%
JPLA
882
Joseph P. Lucia & Associates
New York
$2.41M -$7.05K -36 -0.3%
VFPW
883
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.4M -$520K -2,654 -18%
USAA
884
United Services Automobile Association
Texas
$2.39M -$282K -1,441 -11%
EWA
885
Exencial Wealth Advisors
Oklahoma
$2.38M +$140K +716 +6%
GLA
886
Great Lakes Advisors
Illinois
$2.37M -$82.8K -423 -3%
WIA
887
Wetzel Investment Advisors
Indiana
$2.36M -$37.6K -192 -2%
SWP
888
Strategic Wealth Partners
Ohio
$2.35M +$124K +605 +6%
PIA
889
Perennial Investment Advisors
California
$2.35M +$57.4K +293 +3%
LA
890
Latitude Advisors
Florida
$2.33M +$172K +878 +8%
PVAMC
891
PPS&V Asset Management Consultants
Michigan
$2.32M -$145K -740 -6%
RGC
892
Roberts, Glore & Co
Illinois
$2.32M -$7.44K -38 -0.3%
SSWM
893
Smith Salley Wealth Management
North Carolina
$2.32M +$105K +536 +5%
SC
894
Sapient Capital
Indiana
$2.32M +$25.5K +130 +1%
X
895
Xponance
Pennsylvania
$2.31M – – –
MA
896
MKT Advisors
California
$2.3M -$119K -596 -5%
FNT
897
First National Trust
Pennsylvania
$2.29M +$2.55K +13 +0.1%
CWMGO
898
Capstone Wealth Management Group (Oregon)
Oregon
$2.29M +$2.29M +11,694 New
CCA
899
Childress Capital Advisors
Texas
$2.29M – – –
SYBT
900
Stock Yards Bank & Trust
Kentucky
$2.27M -$331K -1,689 -13%
34 35
36
37 38