We are live on ! Find out more
VIG icon

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
OCM
426
Orion Capital Management
California
$8.63M -$559K -2,800 -6%
GWMR
427
GC Wealth Management RIA
Massachusetts
$8.6M -$1.25M -6,258 -12%
FP
428
Financial Perspectives
Minnesota
$8.6M -$537K -2,692 -6%
Federated Hermes
429
Federated Hermes
Pennsylvania
$8.6M +$8.77M +43,904 New
DI
430
DAGCO Inc
Ohio
$8.58M +$1.52M +7,597 +21%
GSIAS
431
Garden State Investment Advisory Services
New Jersey
$8.57M +$35.9K +180 +0.4%
QCM
432
Quantinno Capital Management
New York
$8.51M +$2.63M +13,179 +44%
Bessemer Group
433
Bessemer Group
New Jersey
$8.46M +$650K +3,254 +8%
TFCP
434
Twin Focus Capital Partners
Massachusetts
$8.44M +$50.9K +255 +0.6%
CFA
435
Capstone Financial Advisors
Illinois
$8.43M -$52.3K -262 -0.6%
CIA
436
Compass Ion Advisors
Pennsylvania
$8.4M -$121K -605 -1%
KL
437
KWMG LLC
Kansas
$8.39M -$106K -531 -1%
YWM
438
Yoder Wealth Management
California
$8.35M -$126K -632 -1%
SCA
439
Stokes Capital Advisors
South Carolina
$8.34M +$30.7K +154 +0.4%
SG
440
StoneX Group
New York
$8.32M +$8.48M +42,464 New
WPWM
441
Western Pacific Wealth Management
Illinois
$8.27M +$3.99K +20 +0%
VWM
442
Vigilare Wealth Management
Arizona
$8.27M +$2K +10 +0%
AWM
443
Aberdeen Wealth Management
Illinois
$8.24M +$25.6K +128 +0.3%
NPI
444
New Perspectives Inc
Mississippi
$8.21M -$120K -603 -1%
BRWA
445
B. Riley Wealth Advisors
Florida
$8.2M -$1.93M -9,647 -19%
PFPT
446
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.2M +$875K +4,385 +12%
VAS
447
Vestmark Advisory Solutions
Massachusetts
$8.17M +$776K +3,889 +10%
Envestnet Portfolio Solutions
448
Envestnet Portfolio Solutions
Illinois
$8.15M -$80.3K -402 -1%
IFG
449
Independent Financial Group
California
$8.15M +$49.1K +246 +0.6%
MC
450
Moors & Cabot
Massachusetts
$8.07M +$72.9K +365 +0.9%

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.