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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
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.42M -$2.79M -13,973 -31%
DFA
527
DHJJ Financial Advisors
Illinois
$6.41M +$76.5K +383 +1%
BW
528
BIP Wealth
Georgia
$6.39M -$141K -704 -2%
MSWM
529
McGlone Suttner Wealth Management
Wisconsin
$6.36M +$666K +3,335 +11%
MWA
530
Moser Wealth Advisors
Washington
$6.32M +$151K +756 +2%
RCA
531
Ranch Capital Advisors
Florida
$6.32M +$58.3K +292 +0.9%
GSF
532
Grove Street Fiduciary
New Hampshire
$6.3M +$6.42M +32,177 New
CastleKeep Investment Advisors
533
CastleKeep Investment Advisors
Connecticut
$6.3M +$19K +95 +0.3%
CFO
534
Colony Family Offices
North Carolina
$6.23M -$22.4K -112 -0.4%
CB
535
Chris Bulman
California
$6.17M -$994K -4,979 -14%
MWA
536
Muirfield Wealth Advisors
North Carolina
$6.16M -$54.3K -272 -0.9%
BRG
537
Bay Rivers Group
Virginia
$6.13M +$2.2K +11 +0%
MW
538
Marcum Wealth
Ohio
$6.13M +$6.59K +33 +0.1%
SFS
539
Sowell Financial Services
Arkansas
$6.12M -$120K -602 -2%
WOC
540
West Oak Capital
California
$6.12M -$25K -125 -4%
KFGK
541
Keystone Financial Group (Kentucky)
Kentucky
$6.1M +$29.7K +149 +0.5%
BA
542
Brightwater Advisory
Florida
$6.1M -$673K -3,371 -10%
CCWA
543
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.08M +$124K +621 +2%
SF
544
Summit Financial
New Jersey
$6.08M -$332K -1,662 -5%
TCOV
545
Trust Company of Vermont
Vermont
$6.07M +$487K +2,438 +9%
SWM
546
Spire Wealth Management
Virginia
$6.04M +$522K +2,614 +9%
CAM
547
Councilmark Asset Management
Tennessee
$6.04M
SIM
548
Seaview Investment Managers
Florida
$6M +$6.12M +30,636 New
IP
549
Investment Partners
Ohio
$5.92M +$6.99K +35 +0.1%
Kovitz Investment Group Partners
550
Kovitz Investment Group Partners
Illinois
$5.91M +$1.11M +5,541 +22%

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.