VIG icon

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 %
MAM
1101
Mystic Asset Management
Rhode Island
$1.32M +$1.32M +6,764 New
ACM
1102
AUA Capital Management
Pennsylvania
$1.32M +$196 +1 +0%
CFO
1103
Callan Family Office
Pennsylvania
$1.32M -$58.7K -300 -4%
CAM
1104
Carret Asset Management
New York
$1.31M +$77K +393 +6%
FRA
1105
Frank Rimerman Advisors
California
$1.31M +$1.96K +10 +0.1%
AI
1106
Atria Investments
North Carolina
$1.31M -$62.5K -319 -5%
LWM
1107
Luminvest Wealth Management
Arizona
$1.31M -$72.3K -369 -5%
WCM
1108
Weik Capital Management
Pennsylvania
$1.3M -$41.1K -210 -3%
CG
1109
Cynosure Group
Utah
$1.3M +$485K +2,478 +59%
PG
1110
Patten Group
Tennessee
$1.3M -$25.5K -130 -2%
CFP
1111
Catalyst Financial Partners
Massachusetts
$1.3M – – –
SOWAS
1112
Silver Oak Wealth Advisors Services
California
$1.29M +$1.29M +6,612 New
BB
1113
Busey Bank
Illinois
$1.29M – – –
TIA
1114
Traphagen Investment Advisors
New Jersey
$1.29M -$117K -598 -8%
KA
1115
Klingman & Associates
New York
$1.29M +$21.7K +111 +2%
PW
1116
Peninsula Wealth
California
$1.29M +$2.94K +15 +0.2%
WC
1117
Wexford Capital
Florida
$1.28M – – –
BFO
1118
Biltmore Family Office
North Carolina
$1.28M -$380K -1,940 -23%
VFA
1119
Valeo Financial Advisors
Indiana
$1.28M +$188K +958 +17%
CWA
1120
Crux Wealth Advisors
California
$1.27M +$1.27M +6,508 New
SS
1121
Sunbelt Securities
Texas
$1.27M +$23.5K +120 +2%
OCPWS
1122
One Charles Private Wealth Services
Massachusetts
$1.27M +$330K +1,684 +35%
FFM
1123
Forum Financial Management
Illinois
$1.27M +$34.5K +176 +3%
HAM
1124
Harmony Asset Management
Arizona
$1.26M +$20.6K +105 +2%
FCH
1125
Freestone Capital Holdings
Washington
$1.26M +$93.2K +476 +8%
43 44
45
46 47