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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 %
FWA
1151
Flagship Wealth Advisors
Massachusetts
$1.2M +$1.2M +6,125 New
RFN
1152
RDA Financial Network
Iowa
$1.2M -$4.31K -22 -0.4%
LWA
1153
Ledgewood Wealth Advisors
New Hampshire
$1.2M – – –
AssetMark Inc
1154
AssetMark Inc
California
$1.2M +$657K +3,353 +121%
FCBT
1155
First Citizens Bank & Trust
North Carolina
$1.2M – – –
HWM
1156
Horizon Wealth Management
Illinois
$1.19M -$4.7K -24 -0.4%
KNFPWM
1157
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.19M -$172K -880 -13%
AWP
1158
Abacus Wealth Partners
California
$1.19M – – –
PMWMG
1159
Parr McKnight Wealth Management Group
Minnesota
$1.19M +$1.19M +6,074 New
CPA
1160
Clear Point Advisors
New York
$1.19M +$8.62K +44 +0.7%
TC
1161
Tenret Company
Florida
$1.18M – – –
NA
1162
Note Advisors
New York
$1.18M +$1.18M +6,028 New
GDP
1163
Great Diamond Partners
Maine
$1.18M -$14.7K -75 -1%
EFL
1164
ERn Financial LLC
Wisconsin
$1.18M -$29.4K -150 -2%
BA
1165
Bristlecone Advisors
Washington
$1.17M -$31.5K -161 -3%
DWP
1166
Daymark Wealth Partners
Ohio
$1.17M -$48.6K -248 -4%
GA
1167
Greenspring Advisors
Maryland
$1.16M -$417K -2,132 -26%
IA
1168
IFG Advisors
Missouri
$1.16M +$29.8K +152 +3%
ICP
1169
Impact Capital Partners
Colorado
$1.15M +$1.15M +5,897 New
EL
1170
Essex LLC
Illinois
$1.15M +$9.2K +47 +0.8%
WDL
1171
Well Done LLC
Michigan
$1.15M – – –
CWM
1172
Cranbrook Wealth Management
Michigan
$1.15M – – –
MLFP
1173
MPS Loria Financial Planners
Illinois
$1.15M +$6.07K +31 +0.5%
BMWM
1174
Brown Miller Wealth Management
Virginia
$1.14M +$141K +718 +14%
SNWA
1175
Siligmueller & Norvid Wealth Advisors
Illinois
$1.14M +$1.14M +5,811 New
45 46
47
48 49