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Vanguard Dividend Appreciation ETF
VIG

2,056 hedge funds and large institutions have $34.6B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 696 increasing their positions, 784 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $12.4M

68% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 73

2.03% more ownership

Funds ownership: 43.89% → 45.92% (+2%)

1% more funds holding

Funds holding: 2,039 → 2,056 (+17)

0% more capital invested

Capital invested by funds: $34.6B → $34.6B (+$19.6M)

7% less funds holding in top 10

Funds holding in top 10: 246 → 230 (-16)

11% less repeat investments, than reductions

Existing positions increased: 696 | Existing positions reduced: 784

Holders
2,056
Holders Change
+17
Holders Change %
+0.83%
% of All Funds
29.69%
Holding in Top 10
230
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.5%
% of All Funds
3.32%
New
123
Increased
696
Reduced
784
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$1.57B
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$116M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$63.9M
4
HWM
HB Wealth Management
Georgia
+$35.9M
5
OHWA
Oak Hill Wealth Advisors
Virginia
+$35.3M

Top Sellers

Rank Fund Capital Flow
1
AAS
Annex Advisory Services
Wisconsin
-$139M
2
Wells Fargo
Wells Fargo
California
-$68.2M
3
LNC
Lincoln National Corp
Pennsylvania
-$42M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$37.2M
5
Wealthfront Advisers
Wealthfront Advisers
California
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202M -$15.4M -85,504 -7%
Stifel Financial
27
Stifel Financial
Missouri
$183M -$383K -2,129 -0.2%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$181M -$2.01M -11,195 -1%
Truist Financial
29
Truist Financial
North Carolina
$181M -$6.3M -34,992 -3%
AL
30
Aspiriant LLC
California
$177M +$1.14M +6,312 +0.7%
Creative Planning
31
Creative Planning
Kansas
$176M -$3.34M -18,550 -2%
Corient Private Wealth
32
Corient Private Wealth
Florida
$175M +$3.93M +21,852 +2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$172M +$23.3M +129,297 +16%
Brown Advisory
34
Brown Advisory
Maryland
$162M +$1.88M +10,436 +1%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$162M -$807K -4,481 -0.5%
MCM
36
MAI Capital Management
Ohio
$162M +$3.46M +19,200 +2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$152M +$286K +1,591 +0.2%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$151M +$2.14M +11,864 +1%
WA
39
Waverly Advisors
Alabama
$145M +$4.6M +25,566 +3%
NHC
40
Nicholas Hoffman & Company
Georgia
$134M +$656K +3,644 +0.5%
Goldman Sachs
41
Goldman Sachs
New York
$132M +$3.85M +21,407 +3%
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$125M +$2.85M +15,807 +2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$124M -$6.44M -35,761 -5%
NFC
44
Northeast Financial Consultants
Connecticut
$124M +$3.84M +21,308 +3%
William Blair & Company
45
William Blair & Company
Illinois
$121M -$2.34M -12,987 -2%
GT
46
Glenmede Trust
Pennsylvania
$117M -$247K -1,370 -0.2%
Charles Schwab
47
Charles Schwab
California
$115M -$4.4M -24,435 -4%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$112M +$2.24M +12,458 +2%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$108M -$5.19M -28,837 -5%
Cerity Partners
50
Cerity Partners
New York
$106M +$6.26M +34,771 +6%
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VIG Hedge Fund Activity: Q2 2024 in Review

2,056 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2024, worth a combined $34.6B — up 0.06% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new VIG positions and 73 closed out — a net gain of 50 holders — while 696 added to existing stakes and 784 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $1.57B. The largest seller was Annex Advisory Services, cutting an estimated $139M.

  • 2,056 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2024, up from 2,039 in Q1 2024.
  • Funds reported $34.6B of Vanguard Dividend Appreciation ETF stock for Q2 2024, up 0.06% quarter-over-quarter.
  • 123 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2024 and 73 closed out, a net change of +50 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $1.57B added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q2 2024 was Annex Advisory Services, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2024.