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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 %
LWM
1826
LJI Wealth Management
Indiana
$332K -$204K -1,041 -38%
PWM
1827
Paulson Wealth Management
Illinois
$331K -$5.09K -26 -2%
SAM
1828
Summit Asset Management
Tennessee
$331K – – –
MFG
1829
Mendota Financial Group
Wisconsin
$329K -$195K -995 -37%
AGP
1830
Aspire Growth Partners
Florida
$328K +$328K +1,677 New
NB
1831
NBT Bank
New York
$328K – – –
BFF
1832
Byrne Financial Freedom
Massachusetts
$327K +$327K +1,672 New
MAA
1833
Mraz Amerine & Associates
California
$327K – – –
BZWA
1834
Blue Zone Wealth Advisors
California
$327K +$35.8K +183 +12%
ST
1835
Sageworth Trust
Pennsylvania
$326K – – –
TCM
1836
TruNorth Capital Management
Michigan
$326K – – –
APW
1837
Aurora Private Wealth
New Jersey
$326K -$20K -102 -6%
OAS
1838
Optivise Advisory Services
Tennessee
$326K +$20.2K +103 +7%
WBC
1839
West Branch Capital
Massachusetts
$326K – – –
BCFS
1840
Butensky & Cohen Financial Security
Florida
$326K -$6.66K -34 -2%
SFG
1841
Sather Financial Group
Texas
$323K +$96.9K +495 +43%
SWM
1842
Stockman Wealth Management
Montana
$323K +$14.5K +74 +5%
LWA
1843
Lineweaver Wealth Advisors
Ohio
$321K +$2.16K +11 +0.7%
MAS
1844
Meeder Advisory Services
Ohio
$320K -$36.6K -187 -10%
JSW
1845
Journey Strategic Wealth
New Jersey
$320K +$27K +138 +9%
TFP
1846
Tilia Fiduciary Partners
North Carolina
$318K -$27.6K -141 -8%
LA
1847
Lakeside Advisors
Washington
$318K – – –
WC
1848
Whitney & Co
New York
$318K +$1.76K +9 +0.6%
LHWM
1849
Lake Hills Wealth Management
Texas
$318K – – –
DE
1850
Diversified Enterprises
Delaware
$318K +$318K +1,622 New
72 73
74
75 76