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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
GL
776
Graypoint LLC
New York
$3.21M -$308K -1,545 -9%
SWA
777
Sterling Wealth Advisors
Florida
$3.21M +$3.27M +16,376 New
SMAM
778
Sugar Maple Asset Management
Wisconsin
$3.21M +$464K +2,326 +17%
USCWA
779
U.S. Capital Wealth Advisors
Texas
$3.19M +$635K +3,183 +24%
CWM
780
Centurion Wealth Management
Virginia
$3.18M +$24.2K +121 +0.8%
MCC
781
Money Concepts Capital
Florida
$3.18M -$736K -3,686 -18%
AFM
782
Aspetuck Financial Management
Connecticut
$3.18M +$3.24M +16,226 New
FAM
783
Formidable Asset Management
Ohio
$3.14M +$668K +3,348 +26%
TGAM
784
TBH Global Asset Management
Tennessee
$3.13M -$129K -646 -4%
LRPA
785
L. Roy Papp & Associates
Arizona
$3.12M +$38.1K +191 +1%
WSFS
786
Wilmington Savings Fund Society
Delaware
$3.11M +$464K +2,322 +17%
DWT
787
Dorsey & Whitney Trust
South Dakota
$3.11M +$91.4K +458 +3%
ACM
788
Aurdan Capital Management
Pennsylvania
$3.1M +$3.16M +15,840 New
WBCM
789
Wilson & Boucher Capital Management
California
$3.09M +$140K +702 +5%
LWCFA
790
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.08M
CF
791
Conquis Financial
California
$3.06M +$3.12M +15,620 New
GCL
792
Gouws Capital LLC
North Carolina
$3.05M -$260K -1,300 -8%
FF
793
Friday Financial
Iowa
$3.05M +$3.1M +15,551 New
LFP
794
Leeward Financial Partners
Washington
$3.04M
PWG
795
Portside Wealth Group
Utah
$3.03M -$33.1K -166 -1%
MSAM
796
Moloney Securities Asset Management
Missouri
$3.01M -$53.7K -269 -2%
ATC
797
Argent Trust Co
Tennessee
$3.01M +$512K +2,563 +20%
CPIG
798
Chicago Partners Investment Group
Illinois
$3M +$10.4K +52 +0.3%
BC
799
Barrett & Company
Rhode Island
$3M +$224K +1,120 +8%
PP
800
Prudential plc
United Kingdom
$3M +$1.67M +8,340 +120%

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.