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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 %
HBT
1801
Hills Bank & Trust
Iowa
$354K -$1.18K -6 -0.3%
LWM
1802
Lyell Wealth Management
California
$354K +$13.1K +67 +4%
FA
1803
Faithward Advisors
Pennsylvania
$353K +$35.4K +181 +11%
BIA
1804
Benchmark Investment Advisors
Illinois
$351K +$783 +4 +0.2%
APC
1805
Asset Planning Corporation
Tennessee
$350K -$28.2K -144 -7%
CC
1806
Courier Capital
New York
$350K +$47K +240 +16%
HAS
1807
Holland Advisory Services
Florida
$349K – – –
NFSG
1808
Newbridge Financial Services Group
Florida
$348K +$348K +1,777 New
CPSC
1809
Carl P. Sherr & Co
Massachusetts
$348K – – –
IAP
1810
Indie Asset Partners
Indiana
$346K -$4.7K -24 -1%
NCM
1811
NCM Capital Management
New Jersey
$345K – – –
IAMOG
1812
Investors Asset Management of Georgia
Georgia
$344K +$1.76K +9 +0.5%
AFAS
1813
Acorn Financial Advisory Services
Virginia
$343K +$101K +516 +42%
CFG
1814
Clayton Financial Group
Missouri
$343K -$8.42K -43 -2%
NA
1815
Navellier & Associates
Nevada
$343K +$2.94K +15 +0.9%
ACM
1816
Alpha Capital Management
Texas
$343K +$9.21K +47 +3%
FG
1817
Fairman Group
Pennsylvania
$341K +$2.74K +14 +0.8%
WN
1818
Williams & Novak
California
$340K – – –
SCP
1819
Shorepoint Capital Partners
Massachusetts
$338K +$5.68K +29 +2%
LIA
1820
Lynx Investment Advisory
District of Columbia
$337K +$979 +5 +0.3%
TFA
1821
Trinity Financial Advisors
Ohio
$336K -$79.3K -407 -19%
OWA
1822
Outlook Wealth Advisors
Texas
$335K -$9.4K -48 -3%
PWG
1823
Private Wealth Group
Florida
$335K – – –
CD
1824
Chapin Davis
Maryland
$333K – – –
DIM
1825
Delta Investment Management
California
$332K +$6.07K +31 +2%
71 72
73
74 75