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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 %
PPW
1376
Pasadena Private Wealth
California
$739K +$19.4K +99 +3%
BCA
1377
Bay Capital Advisors
Virginia
$737K +$737K +3,761 New
LFS
1378
Lutz Financial Services
Nebraska
$736K – – –
BHBT
1379
Burke & Herbert Bank & Trust
Virginia
$734K +$207K +1,058 +39%
Fisher Asset Management
1380
Fisher Asset Management
Washington
$734K -$12.3K -63 -2%
CMAI
1381
Capital Management Associates Inc
Minnesota
$733K -$36.8K -188 -5%
TWG
1382
The Wealth Group
Minnesota
$733K -$12.5K -64 -2%
SWM
1383
Seaside Wealth Management
California
$731K +$6.27K +32 +0.9%
AWM
1384
Avaii Wealth Management
Wisconsin
$727K -$10.2K -52 -1%
SOAMC
1385
Spirit of America Management Corp
New York
$726K +$22.3K +114 +3%
SPWM
1386
Schrum Private Wealth Management
Florida
$725K -$436K -2,229 -38%
BFA
1387
Bragg Financial Advisors
North Carolina
$725K -$33.3K -170 -4%
FNBOO
1388
First National Bank of Omaha
Nebraska
$723K – – –
MDA
1389
Minot DeBlois Advisors
Massachusetts
$722K +$722K +3,688 New
W
1390
Wealthquest
Ohio
$720K -$9.79K -50 -1%
MBTD
1391
Mechanics Bank - Trust Department
California
$719K -$979 -5 -0.1%
LIA
1392
LBMC Investment Advisors
Tennessee
$719K -$1.57K -8 -0.2%
EA
1393
Ellsworth Advisors
Ohio
$718K +$119K +609 +20%
BWP
1394
BSW Wealth Partners
Colorado
$717K +$979 +5 +0.1%
MWA
1395
MN Wealth Advisors
Kansas
$716K +$31.9K +163 +5%
ST
1396
Smithfield Trust
Pennsylvania
$715K -$6.46K -33 -0.9%
MSFP
1397
Mark Sheptoff Financial Planning
Connecticut
$715K -$27.8K -142 -4%
ACP
1398
Arcus Capital Partners
Georgia
$715K -$1.83K -10 -0.3%
PMFA
1399
Plante Moran Financial Advisors
Michigan
$713K +$91.6K +468 +15%
CS
1400
Cannell & Spears
New York
$711K +$2.35K +12 +0.3%
54 55
56
57 58