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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 %
HCMT
1301
Highland Capital Management (Tennessee)
Tennessee
$871K +$2.94K +15 +0.3%
ES
1302
Eagle Strategies
New York
$871K +$15.3K +78 +2%
RWPA
1303
Richard W. Paul & Associates
Michigan
$870K -$71.7K -366 -8%
HT
1304
Headlands Technologies
Illinois
$870K +$513K +2,622 +144%
APIM
1305
Agate Pass Investment Management
Washington
$869K -$14.7K -75 -2%
VDI
1306
Vaughan David Investments
Illinois
$865K -$76K -388 -8%
SFWA
1307
Summit Financial Wealth Advisors
Louisiana
$864K +$605 +3 +0.1%
SCM
1308
SOL Capital Management
Maryland
$864K -$14.1K -72 -2%
MTIC
1309
Missouri Trust & Investment Company
Missouri
$862K +$20.4K +104 +2%
CM
1310
Capital Management
Virginia
$862K – – –
FFWM
1311
Future Financial Wealth Management
Ohio
$859K -$105K -538 -11%
LFS
1312
Legacy Financial Strategies
Kansas
$858K +$39.2K +201 +5%
SAI
1313
Savvy Advisors Inc
New York
$855K +$263K +1,343 +44%
CP
1314
Coho Partners
Pennsylvania
$853K +$853K +4,356 New
CWD
1315
Clarity Wealth Development
Oregon
$850K +$850K +4,203 New
CWA
1316
Core Wealth Advisors
Florida
$846K +$77.5K +396 +10%
GWM
1317
GSB Wealth Management
Connecticut
$840K -$93.2K -476 -10%
CFGW
1318
Chancellor Financial Group WB
Pennsylvania
$840K +$840K +4,287 New
JWBC
1319
John W. Brooker & Co
California
$835K +$3.33K +17 +0.4%
TC
1320
Trust Company
Kansas
$831K – – –
TWM
1321
Thrive Wealth Management
Pennsylvania
$830K +$28.8K +147 +4%
GS
1322
GWN Securities
Florida
$830K +$830K +4,162 New
MWM
1323
Melfa Wealth Management
Massachusetts
$830K – – –
RWA
1324
Redhawk Wealth Advisors
Minnesota
$826K +$109K +559 +15%
NA
1325
Nautilus Advisors
California
$825K +$825K +4,214 New
51 52
53
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