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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 %
KA
1001
KDT Advisors
New York
$1.7M +$1.7M +8,700 New
TWA
1002
Talisman Wealth Advisors
New Jersey
$1.7M +$7.83K +40 +0.5%
CFD
1003
Creative Financial Designs
Indiana
$1.69M +$118K +601 +7%
MA
1004
MONECO Advisors
Connecticut
$1.69M +$4.5K +23 +0.3%
DDC
1005
DF Dent & Co
Maryland
$1.68M -$39.2K -200 -2%
RWIA
1006
Roger Wittlin Investment Advisory
California
$1.68M +$14.5K +74 +0.9%
DSC
1007
Duncker Streett & Co
Missouri
$1.67M -$94K -480 -5%
NWA
1008
Navis Wealth Advisors
New York
$1.66M +$241K +1,232 +17%
VCM
1009
Vivaldi Capital Management
Illinois
$1.66M +$213K +1,055 +15%
LSAG
1010
Lake Street Advisors Group
New Hampshire
$1.66M -$383K -1,958 -19%
PFG
1011
Prospect Financial Group
Virginia
$1.64M +$1.64M +8,373 New
AEPWM
1012
Atlantic Edge Private Wealth Management
Florida
$1.64M -$4.5K -23 -0.3%
MPW
1013
Monterey Private Wealth
California
$1.63M +$94.8K +484 +6%
FFA
1014
Founders Financial Alliance
North Carolina
$1.61M +$59.1K +302 +4%
AWA
1015
Arkadios Wealth Advisors
Georgia
$1.61M +$30.4K +155 +2%
NSAM
1016
North Star Asset Management
Wisconsin
$1.61M +$175K +894 +12%
BCM
1017
Bienville Capital Management
New York
$1.61M +$2.15K +11 +0.1%
Jane Street
1018
Jane Street
New York
$1.59M +$1.59M +8,125 New
FCFC
1019
First Commonwealth Financial Corp
Pennsylvania
$1.59M -$2.02M -10,302 -56%
AGA
1020
Arkos Global Advisors
Texas
$1.59M – – –
AWA
1021
ARQ Wealth Advisors
Arizona
$1.59M -$24.5K -125 -2%
AIM
1022
Avity Investment Management
Connecticut
$1.59M -$44.1K -225 -3%
SHGA
1023
Sand Hill Global Advisors
California
$1.59M +$783 +4 +0%
BCM
1024
BluePointe Capital Management
California
$1.58M – – –
MWG
1025
Martin Worley Group
Utah
$1.58M +$1.58M +8,075 New
39 40
41
42 43