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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
LSIA
876
LaSalle St. Investment Advisors
Illinois
$2.44M +$111K +557 +5%
PCH
877
PGIM Custom Harvest
New Jersey
$2.44M +$655K +3,280 +36%
LSA
878
Lion Street Advisors
Texas
$2.44M – – –
IA
879
Insight Advisors
Pennsylvania
$2.43M -$627K -3,138 -20%
HBW
880
Hazlett, Burt & Watson
West Virginia
$2.43M +$44.7K +224 +2%
EWM
881
Evercore Wealth Management
New York
$2.43M +$428K +2,144 +21%
DWAM
882
Duncan Williams Asset Management
Tennessee
$2.41M – – –
RC
883
Roundview Capital
New Jersey
$2.41M +$22.8K +114 +0.9%
BFIM
884
Beese Fulmer Investment Management
Ohio
$2.41M +$6.39K +32 +0.3%
CPIA
885
Cornell Pochily Investment Advisors
New York
$2.41M +$1.4K +7 +0.1%
JPLA
886
Joseph P. Lucia & Associates
New York
$2.41M -$7.19K -36 -0.3%
VFPW
887
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.4M -$530K -2,654 -18%
USAA
888
United Services Automobile Association
Texas
$2.39M -$288K -1,441 -11%
EWA
889
Exencial Wealth Advisors
Oklahoma
$2.38M +$143K +716 +6%
GLA
890
Great Lakes Advisors
Illinois
$2.37M -$84.5K -423 -3%
WIA
891
Wetzel Investment Advisors
Indiana
$2.36M -$38.3K -192 -2%
SWP
892
Strategic Wealth Partners
Ohio
$2.35M +$121K +605 +6%
PIA
893
Perennial Investment Advisors
California
$2.35M +$58.5K +293 +3%
LA
894
Latitude Advisors
Florida
$2.33M +$175K +878 +8%
PVAMC
895
PPS&V Asset Management Consultants
Michigan
$2.32M -$148K -740 -6%
RGC
896
Roberts, Glore & Co
Illinois
$2.32M -$7.59K -38 -0.3%
SSWM
897
Smith Salley Wealth Management
North Carolina
$2.32M +$107K +536 +5%
SC
898
Sapient Capital
Indiana
$2.32M +$26K +130 +1%
X
899
Xponance
Pennsylvania
$2.31M – – –
MA
900
MKT Advisors
California
$2.3M -$119K -596 -5%
34 35
36
37 38

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.