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
CCM
751
Cambridge Capital Management
Illinois
$3.36M -$314K -1,571 -8%
DFG
752
Dupree Financial Group
Kentucky
$3.36M -$105K -525 -3%
GWA
753
Gratus Wealth Advisors
Virginia
$3.34M -$291K -1,459 -8%
PPP
754
Private Portfolio Partners
New Jersey
$3.34M -$106K -530 -3%
FWM
755
FMA Wealth Management
Massachusetts
$3.33M +$26.4K +132 +0.8%
BFS
756
BridgePort Financial Solutions
Iowa
$3.33M +$3.32M +16,618 New
PWMAG
757
Pinnacle Wealth Management Advisory Group
New Jersey
$3.32M +$268K +1,342 +9%
PRTG
758
Post Resch Tallon Group
New York
$3.32M +$3.4M +17,045 New
TKP
759
Tallon Kerry Patrick
$3.32M +$3.4M +17,045 New
SWM
760
SeaCrest Wealth Management
New York
$3.32M +$7.19K +36 +0.2%
FGG
761
Financial Guidance Group
Florida
$3.32M -$133K -665 -4%
AWM
762
Atticus Wealth Management
Florida
$3.31M -$42.3K -212 -1%
TFA
763
Transamerica Financial Advisors
Florida
$3.31M +$363K +1,818 +12%
SQA
764
Simon Quick Advisors
New Jersey
$3.31M +$50.7K +254 +2%
PB
765
Pinnacle Bancorp
Nebraska
$3.31M +$100K +503 +3%
Empower Advisory Group
766
Empower Advisory Group
Colorado
$3.31M +$448K +2,245 +15%
HIA
767
Harbor Investment Advisory
Maryland
$3.29M +$260K +1,304 +8%
CF
768
Centaurus Financial
California
$3.29M +$343K +1,720 +11%
RA
769
RFG Advisory
Alabama
$3.27M -$454K -2,275 -12%
JBA
770
Johnson Bixby & Associates
Washington
$3.27M -$22K -110 -0.7%
IC
771
Iconiq Capital
California
$3.25M +$1.34M +6,730 +68%
BCP
772
Blue Chip Partners
Michigan
$3.22M +$4.39K +22 +0.1%
FF
773
Farrell Financial
New York
$3.22M -$4.39K -22 -0.1%
BCI
774
Brinker Capital Investments
Pennsylvania
$3.21M -$8.59M -43,022 -72%
OPS
775
Orion Portfolio Solutions
Nebraska
$3.21M -$8.59M -43,022 -72%

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.