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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 %
PCM
1776
Pennsylvania Capital Management
Pennsylvania
$363K +$3.72K +19 +1%
GAM
1777
Grandview Asset Management
Pennsylvania
$363K +$363K +1,853 New
SFG
1778
Sage Financial Group
Pennsylvania
$363K -$979 -5 -0.3%
EFG
1779
Everhart Financial Group
Ohio
$363K – – –
CQWA
1780
Chokshi & Queen Wealth Advisors
California
$363K +$363K +1,853 New
TFA
1781
Teamwork Financial Advisors
Texas
$362K +$2.55K +13 +0.7%
VW
1782
Veridan Wealth
Oregon
$362K +$362K +1,794 New
BC
1783
Barnett & Company
Tennessee
$362K – – –
FNC
1784
First National Corp
Massachusetts
$360K – – –
TI
1785
tru Independence
Oregon
$360K +$1.18K +6 +0.3%
AR
1786
Apeiron RIA
Texas
$360K – – –
LCM
1787
Liberty Capital Management
Michigan
$359K – – –
SPWG
1788
Syntegra Private Wealth Group
Missouri
$359K -$4.9K -25 -1%
RF
1789
RHS Financial
California
$359K -$5.09K -26 -1%
CWM
1790
Campbell Wealth Management
Virginia
$358K +$84.1K +430 +31%
GCA
1791
Gallagher Capital Advisors
Texas
$358K +$358K +1,828 New
CHC
1792
City Holding Co
West Virginia
$358K -$15.3K -78 -4%
WCAMG
1793
Woodard & Company Asset Management Group
North Carolina
$357K – – –
PA
1794
Parkside Advisors
California
$357K -$4.11K -21 -1%
MWPCG
1795
Measured Wealth Private Client Group
New Hampshire
$357K – – –
IFPL
1796
Investments & Financial Planning LLC
Kentucky
$357K -$8.42K -43 -2%
JWM
1797
Jupiter Wealth Management
Colorado
$357K – – –
RCM
1798
Richardson Capital Management
Wisconsin
$356K +$25.6K +131 +8%
EF
1799
Elite Financial
Idaho
$356K +$356K +1,820 New
HGERS
1800
Householder Group Estate & Retirement Specialist
Arizona
$355K -$138K -706 -28%
70 71
72
73 74