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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
GKWIM
951
Gerber Kawasaki Wealth & Investment Management
California
$2.02M +$584K +2,926 +39%
MF
952
Meridian Financial
Massachusetts
$2.02M -$84.1K -421 -4%
EWM
953
Empirical Wealth Management
Washington
$2.02M -$56.3K -282 -3%
CFGA
954
Cambridge Financial Group (Arizona)
Arizona
$2.02M -$222K -1,110 -10%
SI
955
Saxon Interests
Texas
$2.02M -$1.6K -8 -0.1%
DWM
956
Defined Wealth Management
Oregon
$2.01M -$3.99K -20 -0.2%
VFIC
957
Valley Forge Investment Consultants
Pennsylvania
$2M -$17.6K -88 -0.9%
APW
958
Acima Private Wealth
Virginia
$2M
CWA
959
CJM Wealth Advisers
Virginia
$2M
WWC
960
Waypoint Wealth Counsel
Georgia
$1.98M +$167K +837 +9%
BAG
961
Bridgewealth Advisory Group
California
$1.97M -$26.2K -131 -1%
NPT
962
National Philanthropic Trust
Pennsylvania
$1.96M +$822K +4,117 +70%
RRA
963
Round Rock Advisors
Connecticut
$1.96M -$178K -890 -8%
RSWA
964
Robinson Smith Wealth Advisors
Maine
$1.95M
PGWM
965
Pitti Group Wealth Management
New York
$1.95M -$102K -509 -5%
CFCI
966
Comprehensive Financial Consultants Institutional
Indiana
$1.94M -$8.59K -43 -0.4%
PCI
967
Planning Center Inc
Illinois
$1.93M -$150K -750 -7%
MW
968
Members Wealth
Pennsylvania
$1.93M +$1.89M +9,472 New
TA
969
TrueWealth Advisors
Alabama
$1.93M -$200 -1 -0%
VA
970
Vident Advisory
Georgia
$1.92M +$437K +2,190 +29%
ICM
971
IMS Capital Management
Oregon
$1.92M
CM
972
Cornerstone Management
Georgia
$1.92M -$14.4K -72 -0.7%
EFG
973
Ethos Financial Group
Pennsylvania
$1.91M +$39.7K +199 +2%
HFS
974
HBC Financial Services
Washington
$1.91M -$45.1K -226 -2%
NCM
975
Novare Capital Management
North Carolina
$1.91M +$60.3K +302 +3%

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.