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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 %
SI
951
Saxon Interests
Texas
$2.02M -$1.57K -8 -0.1%
DWM
952
Defined Wealth Management
Oregon
$2.01M -$3.92K -20 -0.2%
VFIC
953
Valley Forge Investment Consultants
Pennsylvania
$2M -$17.2K -88 -0.9%
APW
954
Acima Private Wealth
Virginia
$2M – – –
CWA
955
CJM Wealth Advisers
Virginia
$2M – – –
WWC
956
Waypoint Wealth Counsel
Georgia
$1.98M +$164K +837 +9%
BAG
957
Bridgewealth Advisory Group
California
$1.97M -$26.8K -131 -1%
RRA
958
Round Rock Advisors
Connecticut
$1.96M -$174K -890 -8%
RSWA
959
Robinson Smith Wealth Advisors
Maine
$1.95M – – –
PGWM
960
Pitti Group Wealth Management
New York
$1.95M -$99.7K -509 -5%
CFCI
961
Comprehensive Financial Consultants Institutional
Indiana
$1.94M -$8.42K -43 -0.4%
PCI
962
Planning Center Inc
Illinois
$1.93M -$147K -750 -7%
MW
963
Members Wealth
Pennsylvania
$1.93M +$1.93M +9,472 New
TA
964
TrueWealth Advisors
Alabama
$1.93M -$196 -1 -0%
VA
965
Vident Advisory
Georgia
$1.92M +$429K +2,190 +29%
ICM
966
IMS Capital Management
Oregon
$1.92M – – –
CM
967
Cornerstone Management
Georgia
$1.92M -$14.1K -72 -0.7%
EFG
968
Ethos Financial Group
Pennsylvania
$1.91M +$39K +199 +2%
HFS
969
HBC Financial Services
Washington
$1.91M -$44.3K -226 -2%
NCM
970
Novare Capital Management
North Carolina
$1.91M +$59.1K +302 +3%
LI
971
LRI Investments
Florida
$1.9M – – –
TA
972
TFG Advisers
Michigan
$1.9M -$13.5K -69 -0.7%
FWM
973
Fairhaven Wealth Management
Illinois
$1.89M +$4.11K +21 +0.2%
TPW
974
Turn8 Private Wealth
$1.87M +$1.87M +9,532 New
CCWM
975
Cassaday & Co Wealth Management
Virginia
$1.83M +$60.9K +311 +3%
37 38
39
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