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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
NCM
801
Next Capital Management
New York
$3M +$399 +2 +0%
TFA
802
Tobias Financial Advisors
Florida
$2.99M -$36.3K -182 -1%
VHAM
803
Van Hulzen Asset Management
California
$2.96M -$135K -676 -4%
TP
804
Tranquility Partners
Tennessee
$2.95M -$84.1K -421 -3%
WIA
805
World Investment Advisors
California
$2.93M +$963K +4,825 +48%
AAG
806
Armstrong Advisory Group
Massachusetts
$2.93M +$59.9K +300 +2%
AWM
807
Axxcess Wealth Management
California
$2.93M +$565K +2,831 +23%
AWP
808
Axis Wealth Partners
Rhode Island
$2.92M +$2.97M +14,892 New
SIG
809
Stonegate Investment Group
Alabama
$2.9M +$24.8K +124 +0.8%
ET
810
Equitable Trust
Tennessee
$2.9M +$2.96M +14,813 New
NFG
811
Nations Financial Group
Iowa
$2.89M -$949K -4,755 -24%
GEA
812
Glen Eagle Advisors
New Jersey
$2.87M +$648K +3,247 +29%
SWA
813
Sax Wealth Advisors
New Jersey
$2.87M +$124K +621 +4%
MFA
814
Mayflower Financial Advisors
Massachusetts
$2.86M -$5.79K -29 -0.2%
LWMNY
815
Landmark Wealth Management (New York)
New York
$2.86M +$799 +4 +0%
WF
816
WinCap Financial
Massachusetts
$2.83M +$2.89M +14,462 New
SHFA
817
SC&H Financial Advisors
Maryland
$2.83M +$5.19K +26 +0.2%
BlackRock
818
BlackRock
New York
$2.83M +$1.18M +5,921 +69%
PWM
819
Power Wealth Management
Georgia
$2.83M -$199K -998 -6%
CWMS
820
Cannon Wealth Management Services
North Carolina
$2.82M +$434K +2,175 +18%
HP
821
Holistic Planning
Texas
$2.8M -$96.6K -484 -3%
NRI
822
NFP Retirement Inc
California
$2.79M -$178K -894 -6%
WS
823
Wedbush Securities
California
$2.79M +$1.1M +5,509 +63%
LW
824
Linscomb Wealth
Texas
$2.78M -$6.79K -34 -0.2%
PAMG
825
Patton Albertson Miller Group
Tennessee
$2.78M -$519K -2,598 -15%

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.