VIG icon

Vanguard Dividend Appreciation ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1026
Kane Investment Management
California
$1.58M +$1.58M +8,050 New
M
1027
MOTCO
Texas
$1.57M
MEAC
1028
M.E. Allison & Co
Texas
$1.57M +$1.57M +8,021 New
BCMLT
1029
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.57M -$142K -723 -8%
AWM
1030
Avior Wealth Management
Nebraska
$1.57M +$17.2K +88 +1%
BA
1031
Bluesphere Advisors
Pennsylvania
$1.56M -$242K -1,236 -13%
RIA
1032
Realta Investment Advisors
Delaware
$1.56M +$1.07M +5,430 +214%
AIA
1033
AIMZ Investment Advisors
California
$1.56M -$117K -599 -7%
BDF
1034
Black Diamond Financial
Maryland
$1.56M +$29.4K +150 +2%
MPCA
1035
Madison Park Capital Advisors
Washington
$1.55M -$146K -748 -9%
IWA
1036
Inspirion Wealth Advisors
Illinois
$1.55M
WI
1037
Wintrust Investments
Illinois
$1.54M +$30.4K +155 +2%
WWA
1038
Wingate Wealth Advisors
Massachusetts
$1.53M +$1.53M +7,804 New
V
1039
ViaWealth
Kansas
$1.52M -$23.1K -118 -1%
NC
1040
NovaPoint Capital
Georgia
$1.52M
CCT
1041
Capital City Trust
Florida
$1.51M -$125K -637 -8%
S
1042
Sachetta
Massachusetts
$1.51M -$13.3K -68 -0.9%
BWM
1043
BNC Wealth Management
Oregon
$1.51M -$50.5K -258 -3%
CMBA
1044
C.M. Bidwell & Associates
Hawaii
$1.51M -$14.7K -75 -1%
HGWM
1045
Horst & Graben Wealth Management
Oregon
$1.5M +$1.96K +10 +0.1%
OCM
1046
Objective Capital Management
Ohio
$1.5M -$19.4K -99 -1%
LSA
1047
Lansing Street Advisors
Pennsylvania
$1.49M -$30.2K -154 -2%
SIS
1048
Strategic Investment Solutions
Illinois
$1.49M -$1.62M -9,216 -52%
WAG
1049
Wallace Advisory Group
California
$1.49M +$1.49M +7,512 New
CFS
1050
Compass Financial Services
Iowa
$1.48M +$1.48M +7,579 New