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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
AFM
651
Abbot Financial Management
Massachusetts
$4.38M +$7.19K +36 +0.2%
SWMG
652
Sard Wealth Management Group
Georgia
$4.37M +$52.9K +265 +1%
CIA
653
Compass Investment Advisers
Oregon
$4.33M +$4.41M +22,110 New
CSP
654
Cary Street Partners
Virginia
$4.33M +$4.41M +22,103 New
CCA
655
Cora Capital Advisors
New Jersey
$4.32M -$102K -513 -2%
BEC
656
Blue Edge Capital
Virginia
$4.32M -$129K -645 -3%
QC
657
Quadrature Capital
United Kingdom
$4.32M +$4.4M +22,045 New
FNBOMD
658
First National Bank of Mount Dora
Florida
$4.32M
SMG
659
Smart Money Group
Texas
$4.32M -$91.4K -458 -2%
CA
660
CSM Advisors
Pennsylvania
$4.29M
Thrivent Financial for Lutherans
661
Thrivent Financial for Lutherans
Minnesota
$4.29M -$289K -1,445 -6%
CB
662
Commerce Bank
Missouri
$4.25M -$103K -516 -2%
PCMF
663
Private Capital Management (Florida)
Florida
$4.2M -$47.1K -236 -1%
SIA
664
SkyView Investment Advisors
New Jersey
$4.18M
MAS
665
Madden Advisory Services
Florida
$4.17M +$161K +807 +4%
SPC
666
Spirepoint Private Client
Florida
$4.16M -$9.18K -46 -0.2%
MAWAG
667
Mid-American Wealth Advisory Group
Missouri
$4.16M -$527K -2,639 -11%
CW
668
Channel Wealth
California
$4.14M +$64.3K +322 +2%
NFA
669
Northwest Financial Advisors
Virginia
$4.13M +$2.2K +11 +0.1%
CAM
670
Columbia Asset Management
Michigan
$4.11M -$261K -1,308 -6%
CAAM
671
Cornerstone Advisors Asset Management
Pennsylvania
$4.1M +$1.4K +7 +0%
RFA
672
Resurgent Financial Advisors
Georgia
$4.07M +$87.4K +438 +2%
LP
673
LGL Partners
Pennsylvania
$4.05M +$20.8K +104 +0.5%
GAM
674
Gotham Asset Management
New York
$4.05M +$4.12M +20,659 New
WAG
675
Winthrop Advisory Group
Massachusetts
$4.04M +$593K +2,970 +17%

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.