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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
TCCP
476
Tide Cove Capital Partners
California
$7.47M +$7.66M +38,346 New
AWM
477
Apollon Wealth Management
South Carolina
$7.44M +$1.16M +5,830 +18%
AWA
478
Arete Wealth Advisors
Illinois
$7.39M -$13.6K -68 -0.2%
HSG
479
Helen Stephens Group
Texas
$7.38M -$8.76M -43,879 -54%
HNB
480
Huntington National Bank
Ohio
$7.35M
MFS
481
McNamara Financial Services
Massachusetts
$7.33M -$259K -1,297 -3%
RMAM
482
Raab & Moskowitz Asset Management
New Jersey
$7.33M +$102K +510 +1%
LFAS
483
Level Four Advisory Services
Texas
$7.3M -$3.22M -16,114 -30%
WKWM
484
Walter & Keenan Wealth Management
Indiana
$7.27M +$1.08M +5,432 +17%
WCG
485
Weaver Consulting Group
California
$7.25M +$297K +1,490 +4%
NL
486
NWAM LLC
Washington
$7.21M -$725K -3,630 -9%
LWL
487
Leo Wealth LLC
Texas
$7.19M +$53.3K +267 +0.7%
CA
488
Cambridge Advisors
Nebraska
$7.17M -$20.2K -101 -0.3%
BCWM
489
Bartlett & Co Wealth Management
Ohio
$7.09M -$29.9K -150 -0.4%
HCM
490
Hollencrest Capital Management
California
$7.09M +$60.7K +304 +0.8%
BA
491
Bridgewater Advisors
New York
$7.06M +$1.66M +8,326 +30%
GLA
492
Good Life Advisors
Pennsylvania
$7.02M +$146K +733 +2%
IWP
493
IAG Wealth Partners
Wisconsin
$6.98M -$396K -1,983 -5%
AWM
494
AE Wealth Management
Kansas
$6.98M -$784K -3,929 -10%
SLWA
495
San Luis Wealth Advisors
California
$6.94M +$703K +3,519 +11%
KFGG
496
Keystone Financial Group (Georgia)
Georgia
$6.91M +$7.05M +35,299 New
VP
497
Verum Partners
North Carolina
$6.9M -$65.3K -327 -0.9%
FWA
498
FSC Wealth Advisors
New York
$6.84M +$924K +4,626 +15%
GHA
499
GW Henssler & Associates
Georgia
$6.84M -$15K -75 -0.2%
MWM
500
Meridian Wealth Management
Kentucky
$6.83M -$8.98K -45 -0.1%

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.