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Vanguard Dividend Appreciation ETF
VIG

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: 245 → 278 (+33)

10% more funds holding

Funds holding: 2,102 → 2,317 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$720M
2
Prudential Financial
Prudential Financial
New Jersey
+$316M
3
Wells Fargo
Wells Fargo
California
+$166M
4
JP Morgan Chase
JP Morgan Chase
New York
+$82M
5
IAA
Independent Advisor Alliance
North Carolina
+$79M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$106M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$61.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$48.8M
4
MFIM
Mesirow Financial Investment Management
Illinois
-$33.8M
5
KAS
Kestra Advisory Services
Texas
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
851
Baker Tilly Wealth Management
Wisconsin
$2.58M +$2.63M +13,188 New
HCM
852
Hall Capital Management
Rhode Island
$2.58M +$2.63M +13,168 New
RWM
853
Ritholtz Wealth Management
New York
$2.57M +$351K +1,760 +16%
ACA
854
Atlas Capital Advisors
Wyoming
$2.56M -$210K -1,051 -7%
BAM
855
Belpointe Asset Management
Nevada
$2.55M +$11K +55 +0.4%
PCP
856
Proficio Capital Partners
Massachusetts
$2.55M +$143K +714 +6%
CSC
857
Caldwell Sutter Capital
California
$2.54M -$28K -140 -1%
WFA
858
Wellspring Financial Advisors
Ohio
$2.53M +$4.59K +23 +0.2%
TFO
859
Tarbox Family Office
California
$2.53M -$20.8K -104 -0.8%
IAIM
860
International Assets Investment Management
Florida
$2.53M +$2.59M +12,959 New
TFS
861
Thoroughbred Financial Services
Tennessee
$2.52M -$93.2K -467 -3%
JCM
862
Jacobi Capital Management
Pennsylvania
$2.51M +$22.6K +113 +0.9%
IWP
863
Innova Wealth Partners
Pennsylvania
$2.51M +$2.56M +12,816 New
OC
864
Optima Capital
Oregon
$2.51M +$2.56M +12,809 New
CGA
865
Crescent Grove Advisors
Illinois
$2.51M +$17.6K +88 +0.7%
DAS
866
DMKC Advisory Services
Iowa
$2.5M +$2.55M +12,773 New
AIM
867
Anchor Investment Management
South Carolina
$2.5M -$20K -100 -0.8%
PHS
868
Pekin Hardy Strauss
Illinois
$2.5M +$71.1K +356 +3%
ACP
869
Aviance Capital Partners
Florida
$2.49M -$34.9K -175 -1%
TCM
870
Tandem Capital Management
New Jersey
$2.48M +$197K +987 +8%
SFG
871
Sunburst Financial Group
Alabama
$2.48M -$250K -1,251 -9%
CHJWM
872
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.46M +$33.3K +167 +1%
CT
873
Caldwell Trust
Florida
$2.46M -$128K -640 -5%
CWM
874
Centricity Wealth Management
Ohio
$2.45M +$2.5M +12,523 New
NA
875
Novus Advisors
South Carolina
$2.45M +$2.5M +12,500 New
33 34
35
36 37

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.