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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 %
LCWP
1876
Legacy Capital Wealth Partners
Arkansas
$306K -$2.74K -14 -0.9%
MCM
1877
Mattern Capital Management
Colorado
$305K -$60.1K -307 -16%
HFA
1878
High Falls Advisors
New York
$305K – – –
SIA
1879
SeaBridge Investment Advisors
New Jersey
$304K +$304K +1,554 New
TIM
1880
Tortoise Investment Management
New York
$304K -$41.1K -210 -12%
AV
1881
Aspiring Ventures
Ohio
$304K +$304K +1,528 New
EGA
1882
Eagle Global Advisors
Texas
$304K -$79.1K -404 -21%
IAS
1883
Insigneo Advisory Services
Florida
$302K -$104K -529 -26%
CJ
1884
Caitlin John
Michigan
$302K +$979 +5 +0.3%
WW
1885
Waterfront Wealth
Kansas
$302K -$6.85K -35 -2%
IFPG
1886
Intrepid Financial Planning Group
Indiana
$302K – – –
KPP
1887
Kings Path Partners
Texas
$301K -$21K -107 -7%
RPWA
1888
Regent Peak Wealth Advisors
Georgia
$300K +$30.5K +156 +11%
HC
1889
Hamilton Capital
Ohio
$298K -$2.74K -14 -0.9%
FCM
1890
Fourpath Capital Management
Oklahoma
$298K +$587 +3 +0.2%
PWM
1891
Provident Wealth Management
Tennessee
$298K +$2.16K +11 +0.7%
IIM
1892
Ipswich Investment Management
Massachusetts
$298K – – –
WA
1893
WP Advisors
California
$298K +$979 +5 +0.3%
BWP
1894
Bernardo Wealth Planning
Pennsylvania
$297K +$193 +1 +0.1%
AC
1895
Asio Capital
Kentucky
$297K – – –
CFSG
1896
Community Financial Services Group
Vermont
$295K -$185K -947 -39%
MAM
1897
MWA Asset Management
Massachusetts
$295K -$37.2K -190 -11%
NWA
1898
New World Advisors
Massachusetts
$295K -$9.4K -48 -3%
BP
1899
BBR Partners
New York
$294K – – –
OFG
1900
Omega Financial Group
California
$294K +$196 +1 +0.1%
74 75
76
77 78