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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 %
GPA
1601
Guidance Point Advisors
Massachusetts
$508K +$38K +194 +8%
BCG
1602
Breakwater Capital Group
New Jersey
$507K – – –
PRP
1603
Peak Retirement Planning
Ohio
$506K +$506K +2,586 New
BCCM
1604
Bridge Creek Capital Management
Massachusetts
$506K -$130K -665 -20%
NLWP
1605
Next Level Wealth Planning
Idaho
$505K +$505K +2,579 New
PWP
1606
Phillips Wealth Planners
Mississippi
$505K -$37.2K -193 -7%
FWM
1607
Foguth Wealth Management
Michigan
$505K +$505K +2,496 New
MWM
1608
MBE Wealth Management
Wisconsin
$501K -$3.13K -16 -0.6%
MCWS
1609
McKinley Carter Wealth Services
West Virginia
$501K – – –
KCM
1610
Kathmere Capital Management
Pennsylvania
$498K +$129K +657 +35%
LWA
1611
Lowe Wealth Advisors
Maryland
$497K +$2.94K +15 +0.6%
AFG
1612
ABLE Financial Group
Arizona
$495K -$12.5K -64 -2%
WFA
1613
Websterrogers Financial Advisors
South Carolina
$494K – – –
CFS
1614
Cannon Financial Strategists
Georgia
$493K +$12.7K +65 +3%
PWH
1615
Priebe Wealth Holdings
Minnesota
$493K -$9.2K -47 -2%
PWA
1616
Physician Wealth Advisors
Utah
$491K +$392 +2 +0.1%
QWM
1617
Quadcap Wealth Management
Texas
$490K -$24.3K -124 -5%
BBA
1618
BLB&B Advisors
Pennsylvania
$490K -$5.88K -30 -1%
BPWM
1619
Badgley Phelps Wealth Managers
Washington
$489K – – –
WA
1620
Westfuller Advisors
New York
$489K +$1.96K +10 +0.4%
CTWM
1621
Cherry Tree Wealth Management
Minnesota
$488K -$40.1K -205 -8%
AWA
1622
Aaron Wealth Advisors
Illinois
$488K +$4.31K +22 +0.9%
AOWM
1623
Alpha Omega Wealth Management
Virginia
$487K +$588 +3 +0.1%
ABLA
1624
Alan B. Lancz & Associates
Ohio
$487K +$196 +1 +0%
BFA
1625
Beaumont Financial Advisors
Massachusetts
$487K +$82.6K +422 +20%
63 64
65
66 67