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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
CIAS
926
Capital Investment Advisory Services
North Carolina
$2.18M +$311K +1,556 +16%
BSHC
927
Breed's Hill Capital
Massachusetts
$2.18M
FCP
928
Fidelis Capital Partners
Florida
$2.17M -$101K -505 -4%
FA
929
FC Advisory
Pennsylvania
$2.12M -$3.79K -19 -0.2%
SIG
930
Spinnaker Investment Group
California
$2.12M -$8.19K -41 -0.4%
KF
931
Krilogy Financial
Missouri
$2.11M -$133K -664 -6%
GC
932
Grimes & Company
Massachusetts
$2.11M -$23K -115 -1%
PGF
933
Plan Group Financial
Oklahoma
$2.1M +$279K +1,398 +15%
BFG
934
Bleakley Financial Group
New Jersey
$2.1M -$14.6K -73 -0.7%
PPWP
935
Proquility Private Wealth Partners
Nevada
$2.09M +$528K +2,646 +33%
MGIA
936
Matthew Goff Investment Advisor
Texas
$2.09M -$1.8K -9 -0.1%
JGCM
937
Joseph Group Capital Management
Ohio
$2.09M +$34.9K +175 +2%
DW
938
Durante & Waters
New York
$2.09M -$61.9K -310 -3%
CFO
939
Collective Family Office
Pennsylvania
$2.07M +$29.1K +146 +1%
SWM
940
Sagace Wealth Management
Florida
$2.07M -$503K -2,518 -19%
RZH
941
Relyea Zuckerberg Hanson
Connecticut
$2.06M +$92.4K +463 +5%
PAI
942
Pittenger & Anderson Inc
Nebraska
$2.06M +$286K +1,430 +16%
FNBT
943
FineMark National Bank & Trust
Florida
$2.05M +$9.98K +50 +0.5%
VV
944
Verity & Verity
South Carolina
$2.05M +$145K +724 +7%
TF
945
Tudor Financial
Ohio
$2.05M -$162K -812 -7%
AF
946
Apexium Financial
Texas
$2.05M +$1.6M +8,009 +327%
FB
947
Finward Bancorp
Indiana
$2.04M +$2.08M +10,427 New
MC
948
Miramar Capital
Illinois
$2.04M +$53.5K +268 +3%
WCP
949
Wealthcare Capital Partners
Pennsylvania
$2.03M +$2.07M +10,378 New
GWP
950
Gateway Wealth Partners
Wisconsin
$2.03M +$210K +1,053 +11%

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.