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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 %
BFG
1951
Baron Financial Group
New Jersey
$268K – – –
SWMP
1952
Signature Wealth Management Partners
New Jersey
$267K +$5.68K +29 +2%
5W
1953
5T Wealth
California
$266K +$266K +1,356 New
OPA
1954
Old Port Advisors
Maine
$264K -$4.9K -25 -2%
PCA
1955
Peddock Capital Advisors
Massachusetts
$262K – – –
WF
1956
Wayfinding Financial
Washington
$261K +$261K +1,334 New
CWA
1957
Clearview Wealth Advisors
Oregon
$261K +$4.31K +22 +2%
TF
1958
Tenon Financial
New Jersey
$260K +$260K +1,336 New
NRC
1959
New Republic Capital
North Carolina
$260K +$56K +286 +27%
TSWM
1960
Triangle Securities Wealth Management
North Carolina
$260K -$238K -1,218 -48%
DWMS
1961
Dominguez Wealth Management Solutions
Virginia
$260K +$784 +4 +0.3%
BHWM
1962
Bay Harbor Wealth Management
Maryland
$259K -$44.8K -229 -15%
WWM
1963
Wolff Wiese Magana
California
$259K +$1.18K +6 +0.5%
CIA
1964
Caerus Investment Advisors
Texas
$258K – – –
CPA
1965
Cathy Pareto & Associates
Florida
$258K +$258K +1,318 New
WCM
1966
Windsor Capital Management
Arizona
$258K -$3.53K -18 -1%
LWM
1967
Lodestone Wealth Management
Washington
$258K -$21.4K -109 -8%
ISB
1968
Iowa State Bank
Iowa
$258K – – –
RFA
1969
Reyes Financial Architecture
California
$257K +$257K +1,312 New
OW
1970
Olistico Wealth
Oklahoma
$256K +$392 +2 +0.2%
CWP
1971
Concord Wealth Partners
Virginia
$256K +$1.18K +6 +0.5%
BAAM
1972
Baker Avenue Asset Management
California
$255K – – –
FSWA
1973
Financial Synergies Wealth Advisors
Texas
$255K -$30.4K -155 -11%
SC
1974
Schubert & Co
Texas
$255K – – –
TLFA
1975
True Link Financial Advisors
California
$254K +$45.8K +234 +22%
77 78
79
80 81