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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,291 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, 897 increasing their positions, 742 reducing their positions, and 63 closing their positions.

Holders
2,291
Holders Change
+203
Holders Change %
+9.72%
% of All Funds
30.51%
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
897
Reduced
742
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$1.02B
2
Bank of America
2
Bank of America
North Carolina
$4.85B
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$7.91B
4
Prudential Financial
4
Prudential Financial
New Jersey
$314M
5
Wells Fargo
5
Wells Fargo
California
$2.06B

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$107M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$284M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$34.4M
5
KAS
5
Kestra Advisory Services
Texas
$79.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HSWM
76
Hubbell Strickland Wealth Management
Louisiana
$69M 352,439 -1,481 -0.4%
BCM
77
Brookstone Capital Management
Illinois
$65.9M 336,609 -57,928 -15%
PCMC
78
Paragon Capital Management (Colorado)
Colorado
$65.6M 335,046 -5,382 -2%
CWM
79
Congress Wealth Management
Massachusetts
$64.7M 330,139 +1,336 +0.4%
PWA
80
Provenance Wealth Advisors
Florida
$64M 326,667 -313 -0.1%
NA
81
NewEdge Advisors
Louisiana
$62.7M 319,956 -22,599 -7%
BMM
82
Berkshire Money Management
Massachusetts
$61.3M 313,152 +4,280 +1%
PWP
83
Perfromance Wealth Partners
Illinois
$60.8M 310,643 +569 +0.2%
IC
84
IEQ Capital
California
$59.9M 305,686 +2,442 +0.8%
3F
85
360 Financial
Minnesota
$59.8M 305,489 +7,268 +2%
P
86
&Partners
Tennessee
$58.9M 300,345 +125,445 +72%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$57.1M 291,576 +18,923 +7%
BWFA
88
Baltimore-Washington Financial Advisors
Maryland
$56.8M 289,870 +9,582 +3%
AO
89
Advisor OS
Illinois
$54.5M 278,071 +3,181 +1%
BPA
90
Beacon Pointe Advisors
California
$54.2M 276,789 +6,859 +3%
GI
91
GLOBALT Investments
Georgia
$52.2M 266,747 -9,826 -4%
MA
92
MJP Associates
Connecticut
$51.6M 263,483 +8,928 +4%
PP
93
PDS Planning
Ohio
$51.5M 262,997 +2,177 +0.8%
EK
94
Evensky & Katz
Florida
$50.5M 257,932 +1,610 +0.6%
PA
95
Planning Alternatives
Michigan
$50M 255,257 +3,079 +1%
RCA
96
Resonant Capital Advisors
Wisconsin
$49.5M 252,834 +1,523 +0.6%
PWP
97
Principle Wealth Partners
Connecticut
$48.9M 249,917 -3,506 -1%
WA
98
Wealth Architects
California
$48.2M 245,954 +9,317 +4%
Northern Trust
99
Northern Trust
Illinois
$46.6M 237,734 +20,906 +10%
NEPWA
100
New England Private Wealth Advisors
Massachusetts
$45.8M 233,700 +5,122 +2%
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4
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