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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 %
FG
1251
Fiduciary Group
Georgia
$962K -$26.4K -135 -3%
BFWA
1252
Benchmark Financial Wealth Advisors
Florida
$960K +$960K +4,901 New
BIM
1253
Bridges Investment Management
Nebraska
$959K – – –
VC
1254
Vicus Capital
Pennsylvania
$955K -$13.1K -67 -1%
TYCC
1255
Texas Yale Capital Corp
Florida
$954K +$15.7K +80 +2%
BSTWA
1256
Blake Schutter Theil Wealth Advisors
Ohio
$954K +$14.1K +72 +2%
RA
1257
Rockingstone Advisors
Massachusetts
$953K – – –
BWP
1258
BlueStem Wealth Partners
Minnesota
$943K +$943K +4,817 New
TA
1259
TruWealth Advisors
Louisiana
$943K – – –
KTA
1260
Keeley-Teton Advisors
Illinois
$942K – – –
PS
1261
Principal Securities
Iowa
$939K -$71.7K -366 -7%
MFA
1262
Morling Financial Advisors
California
$935K -$107K -548 -10%
VDBMI
1263
Van Den Berg Management I
Texas
$932K -$73.2K -374 -7%
TW
1264
Towerpoint Wealth
California
$929K +$7.25K +37 +0.8%
OAM
1265
Occidental Asset Management
California
$929K +$783 +4 +0.1%
PNC
1266
Park National Corp
Ohio
$928K -$27.4K -140 -3%
JIC
1267
JRM Investment Counsel
Nebraska
$927K -$44.7K -228 -5%
MIAS
1268
Mason Investment Advisory Services
Virginia
$926K +$979 +5 +0.1%
GWM
1269
GK Wealth Management
Nevada
$925K +$925K +4,726 New
FPW
1270
Flagship Private Wealth
Massachusetts
$921K +$1.96K +10 +0.2%
RDFA
1271
Ritter Daniher Financial Advisory
Ohio
$921K -$44.5K -227 -5%
MPWT
1272
MassMutual Private Wealth & Trust
Connecticut
$919K -$24.5K -125 -3%
XPN
1273
XY Planning Network
Montana
$916K +$916K +4,678 New
SFG
1274
SNS Financial Group
Minnesota
$916K -$21K -107 -2%
LWM
1275
LongView Wealth Management
Georgia
$912K +$51.7K +264 +6%
49 50
51
52 53