We are live on ! Find out more
VIG icon

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
KIA
726
KCM Investment Advisors
California
$3.63M -$120K -599 -3%
BWM
727
Baron Wealth Management
Michigan
$3.62M +$20.4K +102 +0.6%
COCM
728
Charter Oak Capital Management
New Hampshire
$3.61M -$56.5K -283 -2%
PFGIA
729
Patriot Financial Group Insurance Agency
Massachusetts
$3.59M +$97.8K +490 +3%
SA
730
Sincerus Advisory
New York
$3.59M +$3.66M +18,351 New
EFG
731
Embree Financial Group
Illinois
$3.59M +$63.3K +317 +2%
BFA
732
Benedict Financial Advisors
Georgia
$3.58M +$40.9K +205 +1%
FMN
733
Financial Management Network
California
$3.58M -$13.6K -68 -0.4%
HAM
734
Hickory Asset Management
Ohio
$3.58M +$3.65M +18,266 New
BFA
735
Buttonwood Financial Advisors
Maryland
$3.56M -$151K -755 -4%
UB
736
UMB Bank
Missouri
$3.56M -$7.47M -37,431 -67%
EFG
737
Ehrlich Financial Group
California
$3.56M +$4.99K +25 +0.1%
MCCA
738
Mill Creek Capital Advisors
Pennsylvania
$3.55M
PJSIMP
739
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.55M -$21K -105 -0.6%
PCA
740
Pallas Capital Advisors
Massachusetts
$3.55M -$4.79K -24 -0.1%
PWP
741
Pursue Wealth Partners
California
$3.54M +$670K +3,355 +23%
CWM
742
CIBC World Markets
New York
$3.52M -$16K -80 -0.4%
MBT
743
Montecito Bank & Trust
California
$3.51M -$207K -1,037 -5%
WA
744
Whipplewood Advisors
Colorado
$3.47M +$3.53M +17,698 New
WPC
745
Wedmont Private Capital
Pennsylvania
$3.46M -$87.8K -440 -2%
KFA
746
Kelleher Financial Advisors
New York
$3.46M +$20.2K +101 +0.6%
AIFAIM
747
American Institute for Advanced Investment Management
Arizona
$3.44M -$91.8K -460 -3%
AWAU
748
Alliance Wealth Advisors (Utah)
Utah
$3.44M +$180K +901 +5%
SCA
749
St. Clair Advisors
Ohio
$3.44M +$1.6K +8 +0%
FCI
750
Financial Counselors Inc
Kansas
$3.4M -$94.2K -472 -3%

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.