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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 %
ECG
1076
EPIQ Capital Group
California
$1.38M +$11.9K +61 +0.9%
NP
1077
Nilsine Partners
Colorado
$1.38M +$226K +1,156 +20%
BWM
1078
Birchcreek Wealth Management
Ohio
$1.38M +$9.79K +50 +0.7%
NFG
1079
Nadler Financial Group
Illinois
$1.37M – – –
VCM
1080
Versant Capital Management
Arizona
$1.36M – – –
CWMGP
1081
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.36M +$1.96K +10 +0.1%
MWAM
1082
Manhattan West Asset Management
California
$1.35M -$52.5K -268 -4%
CA
1083
Continuum Advisory
Idaho
$1.35M +$99.1K +506 +8%
CCM
1084
Carlson Capital Management
Minnesota
$1.35M +$12.3K +63 +0.9%
CCG
1085
Catalina Capital Group
California
$1.35M -$51.5K -263 -4%
BFPW
1086
BOK Financial Private Wealth
Colorado
$1.35M +$1.01M +5,164 +303%
JIP
1087
Jaffetilchin Investment Partners
Florida
$1.34M +$203K +1,036 +18%
CB
1088
Community Bank
New York
$1.34M -$49K -250 -4%
SB
1089
Simmons Bank
Arkansas
$1.34M -$24.3K -124 -2%
MWM
1090
MOKAN Wealth Management
Kansas
$1.34M +$1.34M +6,844 New
EHC
1091
Everett Harris & Co
California
$1.34M -$14.7K -75 -1%
RCYC
1092
Richard C. Young & Co
Rhode Island
$1.34M +$85.8K +438 +7%
MWM
1093
Mascagni Wealth Management
Mississippi
$1.34M +$1.34M +6,902 New
NA
1094
Nottingham Advisors
New York
$1.34M -$61.9K -316 -4%
SWM
1095
Silverlake Wealth Management
Vermont
$1.34M +$783 +4 +0.1%
PCM
1096
Piedmont Capital Management
Montana
$1.34M +$93.4K +479 +8%
WMG
1097
WESCAP Management Group
California
$1.33M – – –
ESB
1098
Essex Savings Bank
Connecticut
$1.33M -$58.7K -300 -4%
GCM
1099
Gallacher Capital Management
Colorado
$1.33M +$2.55K +13 +0.2%
MWA
1100
Monograph Wealth Advisors
California
$1.33M +$1.57K +8 +0.1%
42 43
44
45 46