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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 %
FPCP
1901
Fort Point Capital Partners
California
$294K -$109K -555 -27%
TNBTD
1902
Trustmark National Bank Trust Department
Mississippi
$294K – – –
PPC
1903
Pennington Partners & Co
Maryland
$294K +$294K +1,500 New
ATC
1904
Adirondack Trust Company
New York
$294K +$38.8K +198 +15%
KWM
1905
Keebeck Wealth Management
Illinois
$293K -$5.87K -30 -2%
GF
1906
GGM Financials
Ohio
$291K +$17.2K +88 +6%
CG
1907
CFO4Life Group
Texas
$290K +$979 +5 +0.3%
OCM
1908
One Capital Management
California
$289K +$44.1K +225 +18%
BAM
1909
Bosun Asset Management
Illinois
$288K – – –
OPTFSNA
1910
Old Point Trust & Financial Services N A
Virginia
$288K +$288K +1,470 New
SPW
1911
Sonoma Private Wealth
California
$287K -$1.18K -6 -0.4%
HI
1912
Hendershot Investments
Virginia
$287K – – –
AP
1913
Adero Partners
California
$285K +$10.6K +54 +4%
ST
1914
Sentinel Trust
Texas
$285K – – –
ISFAN
1915
Investor's Fiduciary Advisor Network
Washington
$285K +$285K +1,458 New
CCA
1916
Clarity Capital Advisors
Florida
$285K +$196 +1 +0.1%
TCB
1917
Texas Capital Bancshares
Texas
$285K – – –
DA
1918
Dash Acquisitions
California
$284K +$17.9K +89 +7%
MG
1919
McHugh Group
Ohio
$284K +$284K +1,450 New
CPW
1920
Catalyst Private Wealth
California
$284K +$284K +1,449 New
RIS
1921
Retirement Income Solutions
Michigan
$283K – – –
GIM
1922
Goelzer Investment Management
Indiana
$283K -$11.6K -59 -4%
CCM
1923
Crew Capital Management
Ohio
$283K +$283K +1,444 New
SEM
1924
Suncoast Equity Management
Florida
$282K +$282K +1,441 New
GHA
1925
Granite Harbor Advisors
Texas
$280K +$2.35K +12 +0.8%
75 76
77
78 79