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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 %
CNB
1276
Camden National Bank
Maine
$906K -$32.5K -166 -3%
SRC
1277
Sage Rhino Capital
California
$905K +$392 +2 +0%
SP
1278
Successful Portfolios
Florida
$904K +$9.01K +46 +1%
JCM
1279
J2 Capital Management
Michigan
$903K +$903K +4,613 New
SLA
1280
Silver Lake Advisory
Utah
$901K +$11K +56 +1%
AHC
1281
Anderson Hoagland & Co
Missouri
$897K -$996 -5 -0.1%
IWM
1282
Integris Wealth Management
California
$897K +$134K +682 +18%
CC
1283
Callan Capital
California
$894K -$621K -3,172 -41%
OWM
1284
OneAscent Wealth Management
Alabama
$892K -$209K -1,069 -19%
WH
1285
Willner & Heller
California
$892K -$3.53K -18 -0.4%
RFA
1286
RTD Financial Advisors
Pennsylvania
$892K – – –
FA
1287
Fiduciary Alliance
South Carolina
$889K +$69.1K +353 +8%
Neuberger Berman Group
1288
Neuberger Berman Group
New York
$887K +$142K +726 +19%
WC
1289
Wolfstich Capital
Massachusetts
$887K +$887K +4,528 New
SMA
1290
Sage Mountain Advisors
Georgia
$887K +$622K +3,178 +236%
AC
1291
Anson Capital
Georgia
$885K +$25.7K +131 +3%
CCM
1292
Canal Capital Management
Virginia
$883K -$24.5K -125 -3%
WP
1293
Westmount Partners
California
$882K -$51.7K -264 -6%
AAM
1294
Aureus Asset Management
Massachusetts
$881K +$212K +1,081 +32%
KOMWMG
1295
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$880K -$6.27K -32 -0.7%
HCM
1296
HMS Capital Management
Tennessee
$880K -$4.11K -21 -0.5%
CA
1297
Carson Advisory
Georgia
$876K -$53.5K -273 -6%
PP
1298
Patten & Patten
Tennessee
$874K -$145K -743 -14%
HB
1299
HTLF Bank
Colorado
$874K -$16.5K -84 -2%
NWMG
1300
Nicholson Wealth Management Group
South Carolina
$873K +$873K +4,456 New
50 51
52
53 54