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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 %
MPCL
1851
My Personal CFO LLC
Washington
$317K +$196 +1 +0.1%
SFG
1852
Shum Financial Group
California
$317K +$7.44K +38 +2%
GI
1853
GAMMA Investing
California
$317K – – –
GWS
1854
Glassman Wealth Services
Virginia
$316K – – –
Deutsche Bank
1855
Deutsche Bank
Germany
$314K – – –
IPW
1856
Intergy Private Wealth
Colorado
$314K – – –
SWM
1857
SpringVest Wealth Management
Texas
$313K +$313K +1,600 New
DFS
1858
Dixon Fnancial Services
California
$313K – – –
FFA
1859
Fragasso Financial Advisors
Pennsylvania
$313K +$1.57K +8 +0.5%
CWG
1860
Cornerstone Wealth Group
North Carolina
$313K +$313K +1,598 New
SM
1861
Sensible Money
Arizona
$313K – – –
NFP
1862
Narus Financial Partners
Utah
$312K -$11.8K -60 -4%
WCM
1863
Weaver Capital Management
Georgia
$311K +$311K +1,590 New
AIM
1864
Acropolis Investment Management
Missouri
$311K +$588 +3 +0.2%
WCM
1865
Whitener Capital Management
North Carolina
$310K +$31.1K +159 +11%
MCM
1866
Manchester Capital Management
Vermont
$309K -$3.92K -20 -1%
NPT
1867
Nixon Peabody Trust
Massachusetts
$308K +$308K +1,575 New
HS
1868
Horan Securities
United States
$308K +$392 +2 +0.1%
TI
1869
Truepoint Inc
Ohio
$308K -$48.8K -249 -14%
WMA
1870
Wealth Management Associates
New Jersey
$307K +$196 +1 +0.1%
WG
1871
Watchman Group
Texas
$307K +$8.03K +41 +3%
PCS
1872
Private Client Services
Kentucky
$307K -$46.8K -239 -13%
LBC
1873
Leigh Baldwin & Co
New York
$306K +$306K +1,565 New
BFG
1874
Bouchey Financial Group
New York
$306K -$19.6K -100 -6%
KG
1875
Kilter Group
New York
$306K +$306K +1,563 New
73 74
75
76 77