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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 %
HPIA
1626
Hamilton Point Investment Advisors
North Carolina
$485K -$46.2K -236 -9%
DWM
1627
Denver Wealth Management
Colorado
$484K +$6.46K +33 +1%
OAM
1628
Oak Asset Management
California
$484K – – –
VPP
1629
Vertex Planning Partners
Illinois
$484K – – –
JJBC
1630
James J. Burns & Company
New York
$483K -$20.1K -103 -4%
PFG
1631
Pacific Financial Group
Washington
$480K -$74K -378 -13%
WG
1632
Welch Group
Alabama
$479K +$2.74K +14 +0.6%
RSA
1633
River Street Advisors
Illinois
$477K -$6.66K -34 -1%
PCA
1634
Prosperity Capital Advisors
Ohio
$477K -$33.5K -171 -7%
PS
1635
Planned Solutions
California
$475K – – –
FWTB
1636
First Western Trust Bank
Colorado
$474K – – –
DPI
1637
Diversified Portfolios Inc
Michigan
$473K -$5.68K -29 -1%
CG
1638
Clarus Group
Texas
$473K -$783 -4 -0.2%
GG
1639
Greenwood Gearhart
Arkansas
$472K +$472K +2,412 New
OWA
1640
Octavia Wealth Advisors
Ohio
$470K -$26.6K -136 -5%
HCA
1641
Heck Capital Advisors
Wisconsin
$468K – – –
OCM
1642
Orleans Capital Management
Louisiana
$468K +$80.9K +396 +21%
FWM
1643
Focused Wealth Management
New York
$467K +$3.13K +16 +0.7%
PCTC
1644
Perkins Coie Trust Company
Washington
$466K – – –
AFS
1645
Access Financial Services
Minnesota
$465K +$22.5K +115 +5%
PIM
1646
Penobscot Investment Management
Massachusetts
$463K -$979 -5 -0.2%
M
1647
MYeCFO
California
$463K -$28.4K -145 -6%
LA
1648
Legacy Advisors
Pennsylvania
$462K +$98.1K +501 +27%
ACA
1649
American Capital Advisory
Idaho
$462K +$4.7K +24 +1%
RA
1650
Rise Advisors
New York
$461K +$3.92K +20 +0.9%
64 65
66
67 68