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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
OPW
601
Oxler Private Wealth
New York
$5.02M -$20.2K -101 -0.4%
VWM
602
Vermillion Wealth Management
Minnesota
$5.01M +$5.11M +25,602 New
VT
603
Vise Technologies
New York
$4.98M +$26.2K +131 +0.5%
MCM
604
Morton Capital Management
California
$4.96M +$200 +1 +0%
OFS
605
OneAscent Financial Services
Alabama
$4.95M +$5.05M +25,283 New
TA
606
TFB Advisors
Kansas
$4.95M +$21.4K +107 +0.4%
MIM
607
Moseley Investment Management
Florida
$4.91M +$912K +4,568 +22%
KeyBank National Association
608
KeyBank National Association
Ohio
$4.91M -$68.5K -343 -1%
TWP
609
Tempus Wealth Planning
California
$4.89M -$188K -941 -4%
ETC
610
Exchange Traded Concepts
Oklahoma
$4.87M +$4.97M +24,887 New
IWC
611
Infinity Wealth Counsel
Ohio
$4.86M +$4.95M +24,795 New
WAL
612
W Advisors LLC
Tennessee
$4.84M +$9.18K +46 +0.2%
SSI
613
Scott & Selber Inc
Texas
$4.83M -$85.7K -429 -2%
CFGS
614
Concourse Financial Group Securities
Alabama
$4.81M +$61.3K +307 +1%
SRWM
615
Shira Ridge Wealth Management
California
$4.8M +$219K +1,098 +5%
WFA
616
Wade Financial Advisory
California
$4.8M -$137K -688 -3%
MG
617
MilWealth Group
Wisconsin
$4.77M -$48.7K -244 -1%
CRFG
618
Columbia River Financial Group
Washington
$4.76M +$4.86M +24,328 New
BIM
619
Breakwater Investment Management
Washington
$4.75M -$1.4K -7 -0%
NAMP
620
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.74M +$48.9K +245 +1%
Citadel Advisors
621
Citadel Advisors
Florida
$4.72M +$1.17M +5,853 +32%
SIC
622
Salem Investment Counselors
North Carolina
$4.72M +$70.1K +351 +1%
LCS
623
Levin Capital Strategies
New York
$4.71M +$1.6K +8 +0%
BMWS
624
Brady Martz Wealth Solutions
North Dakota
$4.7M +$4.81M +24,105 New
SSWM
625
Sheets Smith Wealth Management
North Carolina
$4.7M -$50.7K -254 -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.