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Vanguard Dividend Appreciation ETF

2,317 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 320 funds opening new positions, 903 increasing their positions, 748 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more first-time investments, than exits

New positions opened: 320 | Existing positions closed: 63

206% more call options, than puts

Call options by funds: $118M | Put options by funds: $38.7M

25% more capital invested

Capital invested by funds: $38.2B → $47.9B (+$9.71B)

21% more repeat investments, than reductions

Existing positions increased: 903 | Existing positions reduced: 748

13% more funds holding in top 10

Funds holding in top 10: 245278 (+33)

10% more funds holding

Funds holding: 2,1022,317 (+215)

1.54% more ownership

Funds ownership: 44.44%45.98% (+1.5%)

Holders
2,317
Holders Change
+215
Holders Change %
+10.23%
% of All Funds
30.51%
Holding in Top 10
278
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.47%
% of All Funds
3.66%
New
320
Increased
903
Reduced
748
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
276
Syon Capital
California
$13.9M -$1.16M -5,811 -8%
KDA
277
Kraft Davis & Associates
Missouri
$13.9M +$1.1M +5,531 +9%
CIA
278
Concurrent Investment Advisors
Florida
$13.9M -$647K -3,241 -4%
SW
279
SVB Wealth
Massachusetts
$13.8M +$14.1M +70,644 New
DWM
280
Dakota Wealth Management
Florida
$13.8M +$963K +4,825 +7%
BNP Paribas Financial Markets
281
BNP Paribas Financial Markets
France
$13.7M -$967K -4,842 -6%
FPAS
282
Focus Partners Advisor Solutions
Missouri
$13.6M +$5.78M +28,975 +71%
MMA
283
Miracle Mile Advisors
California
$13.5M -$1.21M -6,053 -8%
SC
284
Swan Capital
Florida
$13.5M +$2.17M +10,861 +19%
MWA
285
Motive Wealth Advisors
Michigan
$13.4M +$276K +1,381 +2%
KP
286
Kitching Partners
Pennsylvania
$13.4M +$563K +2,819 +4%
RIA
287
Regal Investment Advisors
Michigan
$13.4M -$125K -625 -0.9%
CCAM
288
Cascades Capital Asset Management
North Carolina
$13.4M +$1.39M +6,977 +11%
ECM
289
Evergreen Capital Management
Washington
$13.4M -$97.8K -490 -0.7%
OHIS
290
Oak Harvest Investment Services
Texas
$13.3M -$807K -4,044 -6%
WT
291
Whittier Trust
California
$13.3M -$295K -1,479 -2%
CWM
292
Circle Wealth Management
New Jersey
$13.2M -$76.5K -383 -0.6%
PWW
293
Pettyjohn Wood & White
Virginia
$13.2M -$183K -915 -1%
JAG
294
Journey Advisory Group
Kentucky
$13.2M
GC
295
Garde Capital
Washington
$13.1M -$1.5M -7,491 -10%
ONB
296
Old National Bancorp
Indiana
$13.1M +$1.08M +5,423 +9%
HWA
297
HHM Wealth Advisors
Tennessee
$13.1M +$66.5K +333 +0.5%
PWM
298
Perigon Wealth Management
California
$13.1M +$266K +1,333 +2%
JWA
299
JFS Wealth Advisors
Pennsylvania
$13M -$94K -471 -0.7%
GVAG
300
Great Valley Advisor Group
Delaware
$13M +$239K +1,198 +2%

VIG Hedge Fund Activity: Q4 2024 in Review

2,317 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2024, worth a combined $47.9B — up 25% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 320 funds opened new VIG positions and 63 closed out — a net gain of 257 holders — while 903 added to existing stakes and 748 trimmed.

The largest buyer was Bank of America, adding an estimated $720M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $106M sold.

  • 2,317 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2024, up from 2,102 in Q3 2024.
  • Funds reported $47.9B of Vanguard Dividend Appreciation ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 320 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2024 and 63 closed out, a net change of +257 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q4 2024 was Bank of America, an estimated $720M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q4 2024 was Lincoln National Corp, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.