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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
FTWA
301
Fifth Third Wealth Advisors
Ohio
$12.9M +$4.62M +23,135 +54%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$12.9M -$2.61M -13,082 -17%
PIMG
303
Patriot Investment Management Group
Tennessee
$12.9M -$283K -1,416 -2%
NAS
304
NWF Advisory Services
California
$12.8M +$1M +5,025 +8%
KPWS
305
Kestra Private Wealth Services
Texas
$12.7M +$368K +1,841 +3%
MG
306
Mather Group
Illinois
$12.7M +$599 +3 +0%
SC
307
SouthState Corp
Florida
$12.6M +$285K +1,426 +2%
EFS
308
Essex Financial Services
Connecticut
$12.5M +$1.04M +5,213 +9%
GRP
309
Global Retirement Partners
California
$12.5M +$725K +3,630 +6%
CCB
310
Country Club Bank
Missouri
$12.5M +$2.09M +10,469 +20%
MWA
311
Meridian Wealth Advisors
Texas
$12.3M -$12.8K -64 -0.1%
BMCM
312
Bryn Mawr Capital Management
Pennsylvania
$12.2M -$1.69M -8,457 -12%
IIA
313
Integral Investment Advisors
California
$12.1M +$585K +2,929 +5%
AC
314
Apella Capital
Connecticut
$12.1M -$329K -1,648 -3%
AP
315
Advisors Preferred
Maryland
$12.1M -$3.06M -15,323 -20%
TWP
316
Tyche Wealth Partners
Texas
$12M -$141K -706 -1%
MSFS
317
Main Street Financial Solutions
Pennsylvania
$12M -$2.85M -14,288 -19%
LIM
318
Leavell Investment Management
Alabama
$12M -$37.9K -190 -0.3%
TCA
319
Transcend Capital Advisors
New Jersey
$12M +$67.9K +340 +0.6%
DW30
320
Drucker Wealth 3.0
New Jersey
$12M +$9.59M +48,020 +368%
MCM
321
Mendel Capital Management
Arkansas
$11.9M +$115K +575 +1%
AF
322
Apollon Financial
South Carolina
$11.9M +$2.57M +12,872 +27%
SFC
323
Strategic Financial Concepts
Texas
$11.8M +$1.5M +7,510 +14%
OC
324
Oppenheimer & Co
New York
$11.8M +$478K +2,393 +4%
FLPIM
325
F.L. Putnam Investment Management
Massachusetts
$11.8M -$174K -873 -1%

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.