VIG icon

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 %
SIG
926
Spinnaker Investment Group
California
$2.12M -$8.03K -41 -0.4%
KF
927
Krilogy Financial
Missouri
$2.11M -$130K -664 -6%
GC
928
Grimes & Company
Massachusetts
$2.11M -$22.5K -115 -1%
PGF
929
Plan Group Financial
Oklahoma
$2.1M +$274K +1,398 +15%
BFG
930
Bleakley Financial Group
New Jersey
$2.1M -$14.3K -73 -0.7%
PPWP
931
Proquility Private Wealth Partners
Nevada
$2.09M +$518K +2,646 +33%
MGIA
932
Matthew Goff Investment Advisor
Texas
$2.09M -$1.76K -9 -0.1%
JGCM
933
Joseph Group Capital Management
Ohio
$2.09M +$34.3K +175 +2%
DW
934
Durante & Waters
New York
$2.09M -$60.7K -310 -3%
CFO
935
Collective Family Office
Pennsylvania
$2.07M +$28.6K +146 +1%
SWM
936
Sagace Wealth Management
Florida
$2.07M -$493K -2,518 -19%
RZH
937
Relyea Zuckerberg Hanson
Connecticut
$2.06M +$90.7K +463 +5%
PAI
938
Pittenger & Anderson Inc
Nebraska
$2.06M +$280K +1,430 +16%
FNBT
939
FineMark National Bank & Trust
Florida
$2.05M +$9.79K +50 +0.5%
VV
940
Verity & Verity
South Carolina
$2.05M +$142K +724 +7%
TF
941
Tudor Financial
Ohio
$2.05M -$159K -812 -7%
AF
942
Apexium Financial
Texas
$2.05M +$1.57M +8,009 +327%
FB
943
Finward Bancorp
Indiana
$2.04M +$2.04M +10,427 New
MC
944
Miramar Capital
Illinois
$2.04M +$52.5K +268 +3%
WCP
945
Wealthcare Capital Partners
Pennsylvania
$2.03M +$2.03M +10,378 New
GWP
946
Gateway Wealth Partners
Wisconsin
$2.03M +$206K +1,053 +11%
GKWIM
947
Gerber Kawasaki Wealth & Investment Management
California
$2.02M +$573K +2,926 +39%
MF
948
Meridian Financial
Massachusetts
$2.02M -$82.4K -421 -4%
EWM
949
Empirical Wealth Management
Washington
$2.02M -$55.2K -282 -3%
CFGA
950
Cambridge Financial Group (Arizona)
Arizona
$2.02M -$217K -1,110 -10%
36 37
38
39 40