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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 %
TCM
1326
Telos Capital Management
California
$824K +$154K +785 +23%
ALA
1327
Atlas Legacy Advisors
California
$822K +$822K +4,200 New
PMG
1328
Private Management Group
California
$822K +$392 +2 +0%
PSB
1329
Passumpsic Savings Bank
Vermont
$821K +$8.81K +45 +1%
LPT
1330
Legacy Private Trust
Wisconsin
$821K +$133K +680 +19%
BFG
1331
Berger Financial Group
Minnesota
$809K +$50.3K +257 +7%
KFP
1332
KMG Fiduciary Partners
Ohio
$807K – – –
CNC
1333
Citizens & Northern Corp
Pennsylvania
$806K – – –
PCMC
1334
Private Capital Management (Colorado)
Colorado
$806K -$627K -3,203 -44%
FFM
1335
Flagstone Financial Management
Nebraska
$804K -$181K -926 -18%
CMS
1336
Capital Market Strategies
Florida
$804K +$2.35K +12 +0.3%
VR
1337
Valued Retirements
Texas
$803K +$14.5K +74 +2%
SA
1338
Sovran Advisors
California
$800K +$800K +4,100 New
HPC
1339
Hobart Private Capital
North Carolina
$800K +$109K +558 +16%
TWA
1340
TCI Wealth Advisors
Arizona
$797K +$21K +107 +3%
OP
1341
ORG Partners
Indiana
$796K +$697K +3,558 +702%
WCWM
1342
Willow Creek Wealth Management
California
$794K – – –
AWP
1343
Ascent Wealth Partners
New York
$789K +$4.9K +25 +0.6%
LCM
1344
LVM Capital Management
Michigan
$788K -$4.31K -22 -0.5%
FEG
1345
Financial Enhancement Group
Indiana
$785K -$68.1K -351 -8%
CPSAC
1346
Chas P. Smith & Associates (CPS)
Florida
$784K -$7.44K -38 -0.9%
RW
1347
Regimen Wealth
Georgia
$783K +$4.7K +24 +0.6%
WTFG
1348
Wood Tarver Financial Group
Idaho
$782K +$782K +3,996 New
GL
1349
Gerber LLC
Ohio
$782K – – –
SP
1350
Sequent Planning
Nebraska
$779K -$19K -97 -2%
52 53
54
55 56