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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 %
EIP
1451
Ellis Investment Partners
Pennsylvania
$662K -$29.2K -149 -4%
PSF
1452
Pacific Sun Financial
California
$660K -$3.92K -20 -0.6%
FM
1453
Foster & Motley
Ohio
$660K -$20.7K -106 -3%
IBOK
1454
Independence Bank of Kentucky
Kentucky
$658K +$392K +2,000 +147%
VNA
1455
Valley National Advisers
Pennsylvania
$658K – – –
HI
1456
Hoey Investments
Pennsylvania
$658K +$8.81K +45 +1%
WCP
1457
Wick Capital Partners
Pennsylvania
$657K +$196 +1 +0%
NEWAS
1458
N.E.W. Advisory Services
Wisconsin
$656K +$56.4K +288 +9%
TSW
1459
Thompson Siegel & Walmsley
Virginia
$656K +$48K +245 +8%
HA
1460
HFG Advisors
Ohio
$654K -$132K -674 -17%
TMWM
1461
Taylor & Morgan Wealth Management
Michigan
$652K +$1.37K +7 +0.2%
FLP
1462
Financial Life Planners
Arizona
$651K +$651K +3,322 New
BMD
1463
Better Money Decisions
New Mexico
$648K -$28.4K -145 -4%
HNB
1464
Hilltop National Bank
Wyoming
$647K +$24.9K +127 +4%
AL
1465
ACAS LLC
California
$646K -$41.4K -203 -6%
NL
1466
NVWM LLC
Pennsylvania
$646K – – –
B
1467
Bensler
Washington
$643K +$979 +5 +0.2%
ADL
1468
Asset Dedication LLC
California
$642K -$100K -512 -14%
OFG
1469
Oxford Financial Group
Indiana
$642K – – –
TCOO
1470
Trust Company of Oklahoma
Oklahoma
$641K – – –
WFAG
1471
Worth Financial Advisory Group
North Carolina
$636K +$45.2K +231 +8%
CAMG
1472
CWA Asset Management Group
Florida
$634K +$59.9K +306 +10%
LWM
1473
Laidlaw Wealth Management
New York
$633K +$6.85K +35 +1%
RCM
1474
Radnor Capital Management
Pennsylvania
$631K -$450K -2,300 -42%
HCM
1475
Howland Capital Management
Massachusetts
$631K – – –
57 58
59
60 61