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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
KA
701
Kovack Advisors
Florida
$3.8M -$176K -881 -4%
GA
702
GSG Advisors
New Jersey
$3.8M +$339K +1,699 +10%
JFG
703
JMG Financial Group
Illinois
$3.8M +$210K +1,053 +6%
AIC
704
Archer Investment Corporation
Indiana
$3.79M -$129K -646 -3%
CCA
705
Conservest Capital Advisors
Pennsylvania
$3.79M -$153K -766 -4%
MAM
706
Mainsail Asset Management
Alabama
$3.77M -$51.9K -260 -1%
SLT
707
St Louis Trust
Missouri
$3.76M
FWM
708
Forza Wealth Management
Florida
$3.76M -$31.1K -156 -0.8%
PFA
709
Pathway Financial Advisers
Indiana
$3.75M +$125K +624 +3%
KWM
710
Kaydan Wealth Management
Michigan
$3.75M +$8.19K +41 +0.2%
FWM
711
Fonville Wealth Management
Virginia
$3.74M -$37.3K -187 -1%
FWIA
712
Fort Washington Investment Advisors
Ohio
$3.74M -$299K -1,500 -7%
SP
713
Stablepoint Partners
Massachusetts
$3.72M +$395K +1,980 +12%
RWMH
714
Riverpoint Wealth Management Holdings
Illinois
$3.71M +$3.99K +20 +0.1%
SAM
715
Secure Asset Management
Michigan
$3.7M +$102K +512 +3%
BIA
716
Bell Investment Advisors
California
$3.69M -$73.9K -370 -2%
NPFS
717
Novak & Powell Financial Services
Florida
$3.68M -$29.3K -147 -0.8%
CBT
718
CoreFirst Bank & Trust
Kansas
$3.68M -$57.5K -288 -2%
FCA
719
FLC Capital Advisors
California
$3.68M -$714K -3,578 -16%
VBWMG
720
Von Berge Wealth Management Group
California
$3.67M +$48.3K +242 +1%
CP
721
Capital Planning
Washington
$3.67M +$338K +1,694 +10%
SIAG
722
Safeguard Investment Advisory Group
California
$3.66M -$127K -636 -3%
CAM
723
CPA Asset Management
Florida
$3.65M -$2.6K -13 -0.1%
CL
724
Choreo LLC
Illinois
$3.64M -$91.8K -460 -2%
D
725
Dentgroup
Louisiana
$3.64M -$56.7K -284 -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.