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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 %
CVA
1576
Central Valley Advisors
California
$539K -$9.79K -50 -2%
MAM
1577
McLean Asset Management
Virginia
$536K +$392 +2 +0.1%
SSW
1578
Stone Summit Wealth
Florida
$535K -$19.6K -100 -4%
LWA
1579
LifeGoal Wealth Advisors
New York
$533K +$533K +2,721 New
CAM
1580
Covenant Asset Management
New Jersey
$532K +$24.5K +125 +5%
TWM
1581
Topsail Wealth Management
North Carolina
$530K +$530K +2,705 New
RTL
1582
Red Tortoise LLC
Georgia
$528K +$2.15K +11 +0.4%
VWA
1583
VSM Wealth Advisory
Maryland
$526K +$526K +2,688 New
AFA
1584
Avant Financial Advisors
Texas
$526K +$526K +2,685 New
TWP
1585
Total Wealth Planning
Ohio
$525K +$7.83K +40 +2%
SWM
1586
Sugarloaf Wealth Management
Georgia
$524K -$8.42K -43 -2%
CCM
1587
Condor Capital Management
New Jersey
$524K – – –
BFP
1588
Beacon Financial Planning
Massachusetts
$521K -$9.01K -46 -2%
OL
1589
Optas LLC
Texas
$521K – – –
AW
1590
Alteri Wealth
California
$521K +$521K +2,662 New
TLA
1591
Tanglewood Legacy Advisors
Texas
$521K +$116K +592 +29%
HDIM
1592
Hanson & Doremus Investment Management
Vermont
$520K -$67.6K -345 -12%
CWP
1593
Curated Wealth Partners
California
$519K – – –
CGF
1594
Constant Guidance Financial
Massachusetts
$519K -$6.46K -33 -1%
First Trust Advisors
1595
First Trust Advisors
Illinois
$516K +$516K +2,636 New
DF
1596
Dunhill Financial
United Kingdom
$515K +$59.1K +302 +13%
GM
1597
GeoWealth Management
Illinois
$514K -$302K -1,544 -37%
MCM
1598
Mengis Capital Management
Oregon
$511K +$392 +2 +0.1%
LWP
1599
LMG Wealth Partners
Louisiana
$509K – – –
MMPW
1600
Mitchell McLeod Pugh & Williams
Alabama
$508K +$34.5K +176 +7%
62 63
64
65 66