VIG icon

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 %
AFW
1701
Atlantic Family Wealth
Florida
$417K +$417K +2,130 New
FBT
1702
First Bank & Trust
South Dakota
$416K +$7.83K +40 +2%
SWA
1703
SFMG Wealth Advisors
Texas
$416K +$21.3K +109 +5%
CWM
1704
Cahaba Wealth Management
Georgia
$416K -$36.6K -187 -8%
BMM
1705
Buffington Mohr McNeal
Idaho
$415K -$15.9K -81 -4%
BCMO
1706
Buckingham Capital Management (Ohio)
Ohio
$414K +$414K +2,114 New
CWM
1707
Crowley Wealth Management
Delaware
$413K +$413K +2,111 New
PPW
1708
Presilium Private Wealth
Pennsylvania
$412K -$3.92K -20 -0.9%
WPC
1709
White Pine Capital
Minnesota
$412K +$14.7K +75 +4%
MCFP
1710
Mallini Complete Financial Planning
Florida
$411K – – –
DAC
1711
Dividend Assets Capital
South Carolina
$411K -$11.8K -60 -3%
CSIC
1712
Clifford Swan Investment Counsel
California
$411K – – –
SEP
1713
Southland Equity Partners
Missouri
$410K +$1.18K +6 +0.3%
NA
1714
Nestegg Advisors
New York
$410K +$410K +2,031 New
AIS
1715
American Investment Services
Massachusetts
$407K +$1.18K +6 +0.3%
DTC
1716
Davidson Trust Company
Washington
$406K -$9.99K -51 -2%
AG
1717
AmeriFlex Group
Nevada
$405K +$405K +2,005 New
GHAM
1718
Gilman Hill Asset Management
Connecticut
$405K – – –
AF
1719
Advisornet Financial
Minnesota
$404K +$81.5K +416 +25%
OA
1720
Operose Advisors
Wisconsin
$404K +$783 +4 +0.2%
SFP
1721
Shepherd Financial Partners
Massachusetts
$402K +$392 +2 +0.1%
DA
1722
Doliver Advisors
Texas
$401K – – –
BFIC
1723
Bedell Frazier Investment Counselling
California
$401K – – –
WAM
1724
Walker Asset Management
Missouri
$401K – – –
JPWM
1725
Jamison Private Wealth Management
Georgia
$400K +$1.76K +9 +0.4%
67 68
69
70 71