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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 %
CSA
2001
Cottage Street Advisors
Massachusetts
$239K +$979 +5 +0.4%
POIA
2002
Pin Oak Investment Advisors
Texas
$239K – – –
SAS
2003
SMI Advisory Services
Indiana
$239K – – –
FAT
2004
First American Trust
California
$238K +$588 +3 +0.2%
BHWM
2005
Bar Harbor Wealth Management
New Hampshire
$238K – – –
IP
2006
Isthmus Partners
Wisconsin
$237K – – –
PWP
2007
Precedent Wealth Partners
Texas
$237K -$97.3K -497 -29%
TW
2008
Transform Wealth
Colorado
$237K -$3.13K -16 -1%
SFB
2009
STAR Financial Bank
Indiana
$236K – – –
KCP
2010
Kera Capital Partners
California
$236K +$236K +1,205 New
RWMG
2011
Redwood Wealth Management Group
New Jersey
$236K – – –
CFS
2012
Commonwealth Financial Services
West Virginia
$235K -$21.1K -108 -8%
AWA
2013
Archvest Wealth Advisors
California
$235K -$108K -550 -31%
SIA
2014
Spectrum Investment Advisors
Wisconsin
$235K – – –
WMWM
2015
Wilkins Miller Wealth Management
Alabama
$235K +$235K +1,200 New
SIS
2016
Sound Income Strategies
Florida
$234K +$15.9K +81 +7%
RWS
2017
Resolute Wealth Strategies
Mississippi
$234K +$2.15K +11 +0.9%
FCCM
2018
First City Capital Management
Georgia
$234K – – –
FCG
2019
Financial Connections Group
California
$234K – – –
BCG
2020
Bravias Capital Group
New Jersey
$234K +$234K +1,157 New
TWM
2021
Triton Wealth Management
Arizona
$234K – – –
FF
2022
Francis Financial
$233K -$71.5K -365 -23%
RB
2023
Rodgers Brothers
Pennsylvania
$233K +$233K +1,190 New
BHWA
2024
Beacon Harbor Wealth Advisors
Virginia
$232K +$232K +1,187 New
BTWM
2025
Brass Tax Wealth Management
Ohio
$232K – – –
79 80
81
82 83