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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,292 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, 742 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
+204
Holders Change %
+9.77%
% of All Funds
30.51%
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
742
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 %
EWM
1926
EPG Wealth Management
Georgia
$280K -$133K -678 -32%
AWC
1927
Adamsbrown Wealth Consultants
Kansas
$279K +$279K +1,426 New
GIA
1928
GHP Investment Advisors
Colorado
$279K -$14.5K -74 -5%
BGAI
1929
Bruce G. Allen Investments
Colorado
$279K +$10.4K +53 +4%
MSG
1930
Main Street Group
Virginia
$278K +$2.35K +12 +0.9%
MCM
1931
MV Capital Management
Maryland
$277K – – –
GG
1932
Gleason Group
Kentucky
$277K +$2.55K +13 +0.9%
PFA
1933
Petra Financial Advisors
Colorado
$277K – – –
OC
1934
Oakworth Capital
Alabama
$276K +$59.3K +303 +27%
CCA
1935
Checchi Capital Advisers
California
$276K – – –
WFP
1936
Wrenne Financial Planning
Kentucky
$275K – – –
EWP
1937
Elevation Wealth Partners
California
$275K +$2.35K +12 +0.9%
AIA
1938
Alternative Investment Advisors
Florida
$275K +$588 +3 +0.2%
MWM
1939
Maripau Wealth Management
Indiana
$274K +$274K +1,400 New
EC
1940
Enhancing Capital
Pennsylvania
$274K +$274K +1,400 New
MWA
1941
Midland Wealth Advisors
Illinois
$273K -$19.6K -100 -7%
WCF
1942
West Coast Financial
California
$272K -$146K -744 -35%
PPW
1943
Parcion Private Wealth
Washington
$272K – – –
CMMS
1944
Comprehensive Money Management Services
Florida
$272K +$272K +1,390 New
SFP
1945
SwitchPoint Financial Planning
Utah
$272K +$272K +1,388 New
UFA
1946
Uptown Financial Advisors
Texas
$271K +$271K +1,384 New
SHWM
1947
Smith & Howard Wealth Management
Georgia
$271K – – –
JEST
1948
JTC Employer Solutions Trustee
Jersey
$269K – – –
MCCP
1949
Mission Creek Capital Partners
California
$268K +$9.79K +50 +4%
CAG
1950
Compass Advisory Group
New York
$268K +$31.1K +159 +13%
76 77
78
79 80