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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
SDH
501
Sloy Dahl & Holst
Washington
$6.77M +$35.9K +180 +0.5%
BJL
502
Brighton Jones LLC
Washington
$6.77M +$3.32M +16,606 +92%
HWMG
503
Hurlow Wealth Management Group
Indiana
$6.73M -$247K -1,239 -3%
CFP
504
Curran Financial Partners
South Carolina
$6.71M +$331K +1,660 +5%
CSB
505
City State Bank
Iowa
$6.68M +$338K +1,694 +5%
AAS
506
Asset Allocation Strategies
Michigan
$6.67M +$207K +1,035 +3%
CPA
507
Cardiff Park Advisors
California
$6.67M +$24.2K +121 +0.4%
CAG
508
Csenge Advisory Group
Florida
$6.62M +$304K +1,524 +5%
FAP
509
Financial Advisory Partners
Florida
$6.62M +$442K +2,214 +7%
ODA
510
One Degree Advisors
California
$6.61M -$535K -2,682 -8%
CCFM
511
Clear Creek Financial Management
Washington
$6.6M +$363K +1,818 +6%
KFS
512
Kaizen Financial Strategies
California
$6.55M -$1.84M -9,231 -22%
RMDI
513
R.M. Davis Inc
Maine
$6.55M +$148K +740 +2%
HL
514
HeadInvest LLC
Maine
$6.53M +$20.8K +104 +0.3%
TGCMU
515
Titan Global Capital Management USA
New York
$6.51M +$588K +2,944 +10%
WGC
516
Watts Gwilliam & Co
Arizona
$6.5M -$53.3K -267 -0.8%
BWM
517
Benchmark Wealth Management
Connecticut
$6.5M +$3K +15 +0%
CP
518
Creekside Partners
California
$6.48M -$73.3K -367 -1%
CAM
519
Cidel Asset Management
Ontario, Canada
$6.47M
CAC
520
Certified Advisory Corp
Florida
$6.45M +$131K +656 +2%
SW
521
SkyOak Wealth
Michigan
$6.44M +$205K +1,026 +3%
OAJ
522
Ogorek Anthony Joseph
New York
$6.43M +$29.1K +146 +0.4%
RBFC
523
Roman Butler Fullerton & Co
Missouri
$6.43M +$371K +1,860 +6%
CPC
524
Consolidated Planning Corp
Georgia
$6.43M +$134K +671 +2%
WIM
525
Westside Investment Management
California
$6.42M +$33.1K +166 +0.5%

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.