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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 %
1W
1551
1776 Wealth
Georgia
$560K – – –
SPF
1552
South Plains Financial
Texas
$559K +$559K +2,856 New
DAS
1553
Diversify Advisory Services
Utah
$559K -$17.7K -92 -3%
PWM
1554
PBMares Wealth Management
Virginia
$559K +$13.9K +71 +3%
HFS
1555
Hopwood Financial Services
Virginia
$558K +$558K +2,852 New
AIA
1556
AssuredPartners Investment Advisors
Florida
$558K +$558K +2,848 New
SOS
1557
Silver Oak Securities
Tennessee
$556K +$137K +699 +33%
BOPW
1558
Brandywine Oak Private Wealth
Pennsylvania
$554K +$196 +1 +0%
IWA
1559
IBEX Wealth Advisors
New Jersey
$552K +$552K +2,820 New
CBB
1560
Citizens Business Bank
California
$552K +$552K +2,709 New
AWAG
1561
ARS Wealth Advisors Group
Florida
$552K +$19.2K +98 +4%
BFC
1562
Bedel Financial Consulting
Indiana
$551K +$85.4K +419 +18%
TH
1563
Team Hewins
California
$550K +$276K +1,409 +100%
GF
1564
Gimbal Financial
Indiana
$549K -$114K -584 -17%
SLC
1565
Second Line Capital
Louisiana
$549K +$549K +2,802 New
LW
1566
Libra Wealth
California
$548K – – –
AGP
1567
Autumn Glory Partners
Texas
$547K +$3.92K +20 +0.7%
GFWA
1568
Grey Fox Wealth Advisors
Delaware
$547K +$44.1K +225 +9%
AWMG
1569
Alliance Wealth Management Group
New Jersey
$547K – – –
TCM
1570
Towercrest Capital Management
Pennsylvania
$547K – – –
RAS
1571
RPS Advisory Solutions
Kentucky
$544K +$1.18K +6 +0.2%
BCM
1572
Brookmont Capital Management
Texas
$544K -$324K -1,653 -37%
AMCA
1573
Arthur M. Cohen & Associates
Illinois
$540K -$4.9K -25 -0.9%
CANC
1574
Culbertson A N & Co
Virginia
$540K – – –
VAF
1575
Values Added Financial
District of Columbia
$540K +$220K +1,125 +69%
61 62
63
64 65