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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
AWA
576
Amplius Wealth Advisors
Pennsylvania
$5.43M -$46.1K -231 -0.8%
OSAM
577
O'Shaughnessy Asset Management
Connecticut
$5.42M +$764K +3,829 +16%
FFC
578
Frederick Financial Consultants
Maryland
$5.42M +$5.53M +27,685 New
Qube Research & Technologies (QRT)
579
Qube Research & Technologies (QRT)
United Kingdom
$5.41M -$5.92M -29,649 -52%
AWA
580
Acorn Wealth Advisors
Michigan
$5.41M +$15.4K +77 +0.3%
MSWA
581
Marshall & Sterling Wealth Advisors
New York
$5.4M +$5.51M +27,582 New
ODIJL
582
One Day In July LLC
Vermont
$5.39M -$142K -710 -3%
FPCG
583
Forum Private Client Group
Indiana
$5.39M -$255K -1,277 -4%
MWM
584
Modern Wealth Management
Kansas
$5.32M +$5M +25,055 +1,180%
FIA
585
Foundations Investment Advisors
Arizona
$5.31M +$3.16M +15,827 +140%
BFA
586
Beacon Financial Advisory
Ohio
$5.29M +$66.9K +335 +1%
IAG
587
Investment Advisory Group
Massachusetts
$5.28M -$9.78K -49 -0.2%
CAG
588
Centerpoint Advisory Group
Kansas
$5.28M +$5.38M +26,938 New
SCA
589
STALEY CAPITAL ADVISERS
Pennsylvania
$5.2M +$23.2K +116 +0.4%
VCA
590
Verdence Capital Advisors
Maryland
$5.18M -$2.6K -13 -0%
HPC
591
HM Payson & Co
Maine
$5.17M +$51.9K +260 +1%
IFO
592
Independent Family Office
New York
$5.15M -$768K -3,845 -13%
SWP
593
Sagespring Wealth Partners
Tennessee
$5.15M +$5.25M +26,274 New
DA
594
Detalus Advisors
Missouri
$5.14M +$134K +672 +3%
SW
595
StrongBox Wealth
Missouri
$5.12M -$83.1K -416 -2%
PI
596
PFG Investments
New York
$5.1M +$2.33M +11,694 +81%
AFP
597
Ausdal Financial Partners
Iowa
$5.09M +$1.82M +9,121 +54%
SIA
598
Schechter Investment Advisors
Michigan
$5.07M -$16.8K -84 -0.3%
DWM
599
Diversify Wealth Management
Utah
$5.05M +$14.8K +74 +0.3%
PCM
600
Parsons Capital Management
Rhode Island
$5.05M +$119K +594 +2%

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.