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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,291 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, 897 increasing their positions, 742 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
+203
Holders Change %
+9.72%
% 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
897
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
$4.85B
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$7.91B
3
Prudential Financial
Prudential Financial
New Jersey
$314M
4
Wells Fargo
Wells Fargo
California
$2.06B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$726M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$107M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$284M
4
MFIM
Mesirow Financial Investment Management
Illinois
$34.4M
5
KAS
Kestra Advisory Services
Texas
$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
1976
Prasad Wealth Partners
Ohio
$253K +$253K +1,290 New
RMC
1977
Resources Management Corp
Connecticut
$252K – – –
MCP
1978
Mirador Capital Partners
California
$251K – – –
TPWA
1979
Twin Peaks Wealth Advisors
California
$251K +$33.1K +169 +15%
SIM
1980
Stratos Investment Management
Ohio
$251K +$251K +1,283 New
EAM
1981
Empirical Asset Management
Massachusetts
$251K – – –
PA
1982
Procyon Advisors
Connecticut
$251K +$251K +1,282 New
WFS
1983
Weitzel Financial Services
Iowa
$250K -$9.26K -47 -4%
PAS
1984
PKS Advisory Services
New York
$247K +$247K +1,259 New
FFB
1985
First Financial Bankshares
Texas
$246K -$5.09K -26 -2%
OFS
1986
Oldfather Financial Services
Nebraska
$245K -$29K -148 -11%
CRI
1987
Colonial River Investments
Virginia
$245K -$11.8K -60 -5%
GAM
1988
Gould Asset Management
California
$245K -$4.9K -25 -2%
BPFA
1989
Barnes Pettey Financial Advisors
Mississippi
$245K – – –
AWM
1990
Altus Wealth Management
Kentucky
$244K – – –
AWM
1991
AllSquare Wealth Management
New York
$243K – – –
YWS
1992
Yarger Wealth Strategies
Ohio
$243K +$979 +5 +0.4%
KFC
1993
Klingenstein Fields & Co
New York
$242K – – –
RI
1994
Rinkey Investments
California
$241K -$97.9K -500 -29%
AWM
1995
Abound Wealth Management
Tennessee
$240K – – –
MTC
1996
Matrix Trust Company
Colorado
$240K +$17.6K +90 +8%
ZIG
1997
Zullo Investment Group
Pennsylvania
$240K – – –
FTC
1998
Farmers Trust Company
Ohio
$240K – – –
ST
1999
Spinnaker Trust
Maine
$240K – – –
VC
2000
Veery Capital
Delaware
$239K – – –
78 79
80
81 82