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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
PFA
451
Pathway Financial Advisors
Vermont
$8.07M -$19.4K -97 -0.2%
PA
452
Pinnacle Associates
New York
$8.01M +$2.4M +12,034 +42%
AIM
453
Allen Investment Management
New York
$7.98M -$458K -2,296 -5%
WWWM
454
White Wing Wealth Management
Texas
$7.98M +$576K +2,885 +8%
CFP
455
Cypress Financial Planning
New Jersey
$7.96M +$3.99K +20 +0%
NG
456
Northstar Group
New York
$7.92M -$23.2K -116 -0.3%
PFA
457
Plotkin Financial Advisors
Maryland
$7.9M +$127K +637 +2%
CIBC World Market
458
CIBC World Market
Ontario, Canada
$7.89M +$1.22M +6,121 +18%
PWM
459
PMG Wealth Management
Illinois
$7.88M +$8.04M +40,259 New
KCPG
460
Kavar Capital Partners Group
Kansas
$7.85M -$17.8K -89 -0.2%
WPA
461
West Paces Advisors
Georgia
$7.8M +$7.53M +37,695 +1,766%
NP
462
NorthRock Partners
Minnesota
$7.77M -$387K -1,936 -5%
WPWM
463
Windward Private Wealth Management
Kansas
$7.73M -$509K -2,548 -6%
AIP
464
Alexis Investment Partners
Texas
$7.69M +$7.84M +39,277 New
WANY
465
Wealthspire Advisors (New York)
New York
$7.68M +$178K +892 +2%
LGWM
466
Litman Gregory Wealth Management
California
$7.65M
LNB
467
Ledyard National Bank
$7.61M -$263K -1,316 -3%
IA
468
Integrity Alliance
Iowa
$7.6M +$7.74M +38,789 New
KCAM
469
Kagan Cocozza Asset Management
New Jersey
$7.58M +$7.73M +38,732 New
SPC
470
Sigma Planning Corp
Michigan
$7.58M +$7.79K +39 +0.1%
PCG
471
Prosperity Consulting Group
Maryland
$7.58M +$32.7K +164 +0.4%
FL
472
FreeGulliver LLC
Louisiana
$7.55M +$167K +834 +2%
TI
473
Tidal Investments
Wisconsin
$7.53M +$4.78M +23,921 +165%
BBHC
474
Brown Brothers Harriman & Co
New York
$7.52M -$114K -573 -1%
IWM
475
IHT Wealth Management
Illinois
$7.51M -$2.33M -11,674 -23%

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.