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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
CAG
376
Crestwood Advisors Group
Massachusetts
$10.2M -$23K -115 -0.2%
JPG
377
Jordan Park Group
California
$9.98M -$3.63M -18,158 -26%
FMWA
378
Forvis Mazars Wealth Advisors
Missouri
$9.95M -$64.5K -323 -0.6%
CIA
379
Choate Investment Advisors
Massachusetts
$9.95M -$150K -751 -1%
SWA
380
Safir Wealth Advisors
New Hampshire
$9.94M +$262K +1,312 +3%
PWM
381
Prentice Wealth Management
New York
$9.86M -$6.39K -32 -0.1%
PC
382
Pecaut & Co
Iowa
$9.81M +$646K +3,234 +7%
AWMT
383
AAFMAA Wealth Management & Trust
North Carolina
$9.79M +$419K +2,097 +4%
GWSA
384
Global Wealth Strategies & Associates
Colorado
$9.73M +$310K +1,552 +3%
WP
385
WealthShield Partners
North Carolina
$9.71M -$938K -4,699 -9%
BFS
386
Bradley Foster & Sargent
Connecticut
$9.66M +$1.17M +5,867 +13%
FHC
387
First Heartland Consultants
Missouri
$9.6M -$2.8M -14,039 -22%
SC
388
Savant Capital
Illinois
$9.57M +$630K +3,153 +7%
Mirae Asset Global Investments
389
Mirae Asset Global Investments
South Korea
$9.57M -$539K -2,700 -5%
IA
390
IFG Advisory
Georgia
$9.45M -$366K -1,835 -4%
CFA
391
CWS Financial Advisors
Michigan
$9.43M +$548K +2,743 +6%
HWA
392
Heritage Wealth Advisors
Virginia
$9.41M +$29.1K +146 +0.3%
SFP
393
Sandbox Financial Partners
Maryland
$9.39M -$427K -2,140 -4%
FFA
394
Farther Finance Advisors
California
$9.39M +$2.47M +12,357 +35%
DCM
395
Donaldson Capital Management
Indiana
$9.38M +$504K +2,524 +6%
WFA
396
West Financial Advisors
Iowa
$9.36M -$369K -1,849 -4%
CWA
397
Cascade Wealth Advisors
Washington
$9.33M +$107K +534 +1%
SFM
398
Signet Financial Management
New Jersey
$9.3M +$269K +1,345 +3%
JFG
399
Jefferies Financial Group
New York
$9.27M +$671K +3,362 +8%
CAL
400
Capital Analysts LLC
Pennsylvania
$9.26M +$29.7K +149 +0.3%

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.