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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 %
EWA
1501
ERTS Wealth Advisors
Michigan
$601K +$234K +1,195 +64%
DC
1502
Dahring Cusmano
Michigan
$600K +$600K +3,065 New
SFP
1503
Sterling Financial Planning
New Jersey
$600K -$12.7K -65 -2%
RFA
1504
Rollins Financial Advisors
New York
$598K +$15.1K +77 +3%
VIM
1505
Vista Investment Management
Pennsylvania
$597K -$21.1K -108 -3%
HAIM
1506
Hunter Associates Investment Management
Pennsylvania
$597K – – –
CWP
1507
Cyndeo Wealth Partners
Florida
$597K -$9.21K -47 -2%
CGPCS
1508
Capital Group Private Client Services
California
$595K +$979 +5 +0.2%
JCFM
1509
JBR Co Financial Management
Oklahoma
$595K – – –
JC
1510
JB Capital
Connecticut
$595K +$13.1K +67 +2%
Russell Investments Group
1511
Russell Investments Group
United Kingdom
$594K +$104K +529 +21%
MTWM
1512
Masso Torrence Wealth Management
New Jersey
$593K -$39K -199 -6%
IWA
1513
Icon Wealth Advisors
Texas
$592K – – –
AF
1514
Aviso Financial
Ontario, Canada
$592K +$162K +826 +38%
FA
1515
Financial Alternatives
California
$591K -$24.9K -127 -4%
SC
1516
Saiph Capital
New Jersey
$590K -$21.3K -109 -3%
LWM
1517
Lakeridge Wealth Management
Ohio
$589K +$6.07K +31 +1%
HFO
1518
Heritage Family Offices
Arizona
$589K – – –
TWM
1519
Tanager Wealth Management
United Kingdom
$588K +$54K +276 +10%
GFP
1520
Gryphon Financial Partners
Ohio
$587K -$63.4K -324 -10%
BWA
1521
BCU Wealth Advisors
Illinois
$585K +$3.33K +17 +0.6%
SIC
1522
Samalin Investment Counsel
New York
$584K -$17.4K -89 -3%
MWM
1523
Merriman Wealth Management
Washington
$584K -$1.76K -9 -0.3%
SAM
1524
S.A. Mason
Michigan
$583K -$17.6K -90 -3%
CCC
1525
Compass Capital Corp
Massachusetts
$581K +$581K +2,885 New
59 60
61
62 63