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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 %
PP
1426
PrairieView Partners
Minnesota
$683K – – –
AWE
1427
Avidian Wealth Enterprises
Texas
$682K -$14.7K -75 -2%
FNWM
1428
Financial Network Wealth Management
Utah
$681K +$1.17K +6 +0.2%
SIMG
1429
Sonora Investment Management Group
Arizona
$679K +$12.5K +64 +2%
FFG
1430
Frisch Financial Group
New York
$678K +$5.48K +28 +0.8%
MAA
1431
Matrix Asset Advisors
New York
$677K +$392 +2 +0.1%
PHWM
1432
Pine Harbor Wealth Management
Maryland
$676K +$3.13K +16 +0.5%
BIM
1433
Baldwin Investment Management
Pennsylvania
$676K -$361K -1,841 -35%
SCM
1434
Saxony Capital Management
Missouri
$673K +$39.8K +203 +6%
SCM
1435
Sage Capital Management
New Jersey
$673K +$2.74K +14 +0.4%
MFG
1436
Magnus Financial Group
New York
$673K -$242K -1,237 -26%
HWM
1437
Hemington Wealth Management
Virginia
$672K – – –
BOC
1438
Blue Oak Capital
California
$672K +$672K +3,431 New
MBI
1439
May Barnhard Investments
Maryland
$670K +$38.6K +197 +6%
AWA
1440
Adapt Wealth Advisors
Georgia
$670K – – –
SC
1441
Stephens Consulting
Michigan
$669K -$10.8K -55 -2%
GLR
1442
Great Lakes Retirement
Ohio
$669K – – –
SF
1443
Schaeffer Financial
Maryland
$668K -$25.3K -129 -4%
MAC
1444
Mason & Associates (California)
California
$667K +$47.8K +244 +8%
BC
1445
Bowman & Company
Wisconsin
$667K -$99.1K -506 -13%
FAN
1446
Financial Advisors Network
California
$665K +$665K +3,396 New
GAM
1447
Gemmer Asset Management
California
$665K +$979 +5 +0.1%
ATC
1448
Advantage Trust Company
Kansas
$663K – – –
LKBC
1449
L.K. Benson & Company
Maryland
$663K +$663K +3,387 New
YIA
1450
YHB Investment Advisors
Connecticut
$662K -$335K -1,709 -34%
56 57
58
59 60