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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 %
JWCA
1226
J.W. Coons Advisors
Ohio
$1.03M -$410K -2,095 -28%
ORC
1227
O'Rourke & Company
Massachusetts
$1.03M -$15.9K -81 -2%
SAM
1228
Sawgrass Asset Management
Florida
$1.03M – – –
RF
1229
Roxbury Financial
New Jersey
$1.02M +$1.02M +4,991 New
AC
1230
Almitas Capital
California
$1.02M +$1.02M +5,214 New
RI
1231
Ridgewood Investments
New Jersey
$1.02M +$115K +589 +13%
MFWP
1232
Mosaic Family Wealth Partners
Missouri
$1.01M +$5.88K +30 +0.6%
AI
1233
Accredited Investors
Minnesota
$1M -$30.2K -154 -3%
MADFP
1234
Michael A Dubis Financial Planning
Wisconsin
$999K +$999K +5,104 New
JCM
1235
Jag Capital Management
Missouri
$994K – – –
TC
1236
TAGStone Capital
North Carolina
$993K +$8.42K +43 +0.9%
RWP
1237
Revolve Wealth Partners
New Jersey
$992K +$113K +577 +13%
IWN
1238
Independent Wealth Network
Iowa
$984K -$9.79K -50 -1%
MHIC
1239
Marble Harbor Investment Counsel
Massachusetts
$982K +$92K +470 +10%
WFA
1240
Wells Financial Advisors
Massachusetts
$980K -$58.4K -298 -6%
ITIM
1241
Indiana Trust & Investment Management
Indiana
$978K – – –
SPI
1242
Santori & Peters Inc
Pennsylvania
$977K +$6.85K +35 +0.7%
ML
1243
McAdam LLC
Pennsylvania
$975K -$5.88K -30 -0.6%
CIAS
1244
CFS Investment Advisory Services
New Jersey
$973K +$32.3K +165 +3%
MCM
1245
Maple Capital Management
Vermont
$972K +$9.4K +48 +1%
NDSI
1246
Newman Dignan & Sheerar Inc
Rhode Island
$971K +$971K +4,957 New
BAM
1247
Broyhill Asset Management
North Carolina
$967K +$967K +4,937 New
MPW
1248
MA Private Wealth
California
$965K – – –
WDG
1249
Wealth Dimensions Group
Ohio
$963K +$321K +1,640 +50%
IP
1250
Ignite Planners
California
$963K +$14.3K +73 +2%
48 49
50
51 52