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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 %
CFFP
1476
Center for Financial Planning
Michigan
$631K +$546K +2,787 +644%
RBWA
1477
RFG - Bristol Wealth Advisors
Massachusetts
$630K +$630K +3,215 New
SW
1478
Simplicity Wealth
New Jersey
$628K -$524K -2,678 -45%
FWCM
1479
Ferguson Wellman Capital Management
Oregon
$628K -$33.3K -170 -5%
HH
1480
Hilltop Holdings
Texas
$627K -$1.76K -9 -0.3%
HIF
1481
Hill Island Financial
Michigan
$624K -$70.1K -358 -10%
MCA
1482
Maryland Capital Advisors
Maryland
$624K +$286K +1,459 +84%
LT
1483
Legacy Trust
Michigan
$624K – – –
O3W
1484
Omni 360 Wealth
New Jersey
$622K -$47.2K -241 -7%
MI
1485
Motiv8 Investments
Florida
$621K -$14.1K -72 -2%
AMM
1486
American Money Management
California
$618K -$141K -719 -19%
SBIA
1487
Sheaff Brock Investment Advisors
Indiana
$617K +$8.81K +45 +1%
GT
1488
Glenview Trust
Kentucky
$616K -$8.42K -43 -1%
TWM
1489
Trueblood Wealth Management
Ohio
$616K +$110K +560 +22%
HFS
1490
Heritage Financial Services
Massachusetts
$616K – – –
BI
1491
Ballast Inc
Kentucky
$611K -$1.96K -10 -0.3%
FFA
1492
First Foundation Advisors
California
$611K +$233K +1,188 +62%
WI
1493
Westbourne Investments
Virginia
$610K +$610K +3,115 New
NCFG
1494
New Century Financial Group
New Jersey
$610K -$127K -646 -17%
WCM
1495
Winebrenner Capital Management
Kentucky
$609K +$609K +3,112 New
HA
1496
Helium Advisors
Washington
$608K +$608K +3,107 New
SWM
1497
Schwallier Wealth Management
Michigan
$608K +$4.11K +21 +0.7%
BOJHT
1498
Bank of Jackson Hole Trust
Wyoming
$608K +$608K +3,105 New
S
1499
SimplyRich
California
$607K – – –
BAM
1500
BTS Asset Management
Massachusetts
$602K +$602K +3,073 New
58 59
60
61 62