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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 %
ICP
1751
Interchange Capital Partners
Pennsylvania
$384K -$1.96K -10 -0.5%
CCMG
1752
Clark Capital Management Group
Pennsylvania
$383K +$82.6K +422 +28%
CNBT
1753
Canandaigua National Bank & Trust
New York
$381K +$27.2K +139 +8%
CF
1754
Clarity Financial
Texas
$381K +$56.6K +289 +17%
AIM
1755
Aspen Investment Management
Michigan
$380K – – –
FGWP
1756
Founders Grove Wealth Partners
Virginia
$379K +$379K +1,937 New
T. Rowe Price Associates
1757
T. Rowe Price Associates
Maryland
$378K – – –
HCMG
1758
Howard Capital Management Group
California
$377K +$84.4K +431 +29%
SAM
1759
SignalPoint Asset Management
Missouri
$377K -$88.5K -452 -19%
SP
1760
Symmetry Partners
Connecticut
$377K -$211K -1,076 -36%
WF
1761
Welch & Forbes
Massachusetts
$376K – – –
AWM
1762
Alterna Wealth Management
Texas
$374K -$300K -1,530 -44%
TSWM
1763
Tyler-Stone Wealth Management
Ohio
$373K -$85K -434 -19%
SCA
1764
Stonebridge Capital Advisors
Minnesota
$371K +$25.9K +132 +7%
BBPWM
1765
Blue Bell Private Wealth Management
Pennsylvania
$371K +$2.94K +15 +0.8%
AWM
1766
Ariadne Wealth Management
California
$370K – – –
LAMNM
1767
Longview Asset Management (New Mexico)
New Mexico
$370K +$370K +1,889 New
SDAM
1768
Shulman DeMeo Asset Management
New York
$370K +$392 +2 +0.1%
WIA
1769
Wealthedge Investment Advisors
New York
$368K +$368K +1,879 New
ECA
1770
Elevation Capital Advisory
Oregon
$368K +$368K +1,879 New
WMP
1771
Wealth Management Partners
Arizona
$366K -$15.1K -77 -4%
PFA
1772
Portland Financial Advisors
New York
$366K +$366K +1,870 New
APA
1773
Astoria Portfolio Advisors
New York
$366K +$60.9K +312 +20%
LWM
1774
Level Wealth Management
North Carolina
$365K +$365K +1,863 New
WA
1775
Wealthstream Advisors
New York
$365K -$3.52K -18 -1%
69 70
71
72 73