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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 %
PWM
1726
Palumbo Wealth Management
New York
$399K +$1.18K +6 +0.3%
APG
1727
Abacus Planning Group
South Carolina
$399K -$3.33K -17 -0.8%
CRI
1728
Commonwealth Retirement Investments
Virginia
$399K -$45.4K -232 -10%
HCM
1729
Hengehold Capital Management
Ohio
$397K -$21.5K -110 -5%
OSNBOA
1730
Old Second National Bank of Aurora
Illinois
$397K +$12.3K +63 +3%
RAG
1731
RIA Advisory Group
Iowa
$396K -$67.8K -346 -15%
OWM
1732
Orgel Wealth Management
Wisconsin
$396K +$128K +654 +48%
LA
1733
Lane & Associates
New Jersey
$394K -$5.06K -25 -1%
RWM
1734
Rockline Wealth Management
New York
$393K -$12.5K -64 -3%
VCP
1735
Vista Capital Partners
Oregon
$393K -$20.8K -106 -5%
MIC
1736
Means Investment Company
Maine
$393K +$11.4K +58 +3%
BW
1737
BostonPremier Wealth
Massachusetts
$392K +$392K +2,003 New
C
1738
Certuity
Florida
$392K – – –
FWM
1739
Finer Wealth Management
Massachusetts
$392K – – –
IFA
1740
Index Fund Advisors
California
$391K – – –
TW
1741
TritonPoint Wealth
Maryland
$390K +$23.9K +122 +7%
SAM
1742
Seelaus Asset Management
New Jersey
$390K +$13.7K +70 +4%
CWA
1743
Continuum Wealth Advisors
New York
$387K – – –
LC
1744
Lindbrook Capital
California
$387K +$53.1K +271 +16%
CAG
1745
Curtis Advisory Group
California
$387K +$19.6K +100 +5%
FA
1746
Fermata Advisors
California
$386K +$196 +1 +0.1%
WE
1747
Wealth Effects
Massachusetts
$386K – – –
ECA
1748
Elevated Capital Advisors
Utah
$386K -$6.85K -35 -2%
FFP
1749
FourThought Financial Partners
Florida
$384K -$19.6K -100 -5%
CA
1750
Claro Advisors
Massachusetts
$384K -$387K -1,978 -50%
68 69
70
71 72