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Vanguard Dividend Appreciation ETF
VIG

2,056 hedge funds and large institutions have $34.6B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 696 increasing their positions, 784 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more call options, than puts

Call options by funds: $90.6M | Put options by funds: $12.4M

68% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 73

2.03% more ownership

Funds ownership: 43.89% → 45.92% (+2%)

1% more funds holding

Funds holding: 2,039 → 2,056 (+17)

0% more capital invested

Capital invested by funds: $34.6B → $34.6B (+$19.6M)

7% less funds holding in top 10

Funds holding in top 10: 246 → 230 (-16)

11% less repeat investments, than reductions

Existing positions increased: 696 | Existing positions reduced: 784

Holders
2,056
Holders Change
+17
Holders Change %
+0.83%
% of All Funds
29.69%
Holding in Top 10
230
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.5%
% of All Funds
3.32%
New
123
Increased
696
Reduced
784
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$1.57B
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$116M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$63.9M
4
HWM
HB Wealth Management
Georgia
+$35.9M
5
OHWA
Oak Hill Wealth Advisors
Virginia
+$35.3M

Top Sellers

Rank Fund Capital Flow
1
AAS
Annex Advisory Services
Wisconsin
-$139M
2
Wells Fargo
Wells Fargo
California
-$68.2M
3
LNC
Lincoln National Corp
Pennsylvania
-$42M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$37.2M
5
Wealthfront Advisers
Wealthfront Advisers
California
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
76
Berkshire Money Management
Massachusetts
$56.4M +$353K +1,961 +0.6%
SPIA
77
Steward Partners Investment Advisory
New York
$55.3M +$2.58M +14,336 +5%
IC
78
IEQ Capital
California
$55M -$198K -1,099 -0.4%
WP
79
WMS Partners
Maryland
$54.7M +$4.1M +22,774 +8%
3F
80
360 Financial
Minnesota
$53.8M -$3.77M -20,972 -7%
GI
81
GLOBALT Investments
Georgia
$53.2M +$479K +2,659 +0.9%
BWFA
82
Baltimore-Washington Financial Advisors
Maryland
$50.3M +$2.09M +11,591 +4%
BPA
83
Beacon Pointe Advisors
California
$50.2M -$3.16M -17,558 -6%
RA
84
Rational Advisors
New York
$49.3M -$9.02M -50,133 -16%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$49.2M +$2.94M +16,315 +6%
LWMG
86
Levy Wealth Management Group
Pennsylvania
$47.8M +$4.99M +27,730 +12%
AO
87
Advisor OS
Illinois
$47.4M -$2.01M -11,152 -4%
PP
88
PDS Planning
Ohio
$46.7M +$2.08M +11,535 +5%
PWP
89
Principle Wealth Partners
Connecticut
$46.6M -$391K -2,171 -0.8%
EK
90
Evensky & Katz
Florida
$46.4M +$370K +2,058 +0.8%
PA
91
Planning Alternatives
Michigan
$46.1M +$16.7K +93 +0%
RCA
92
Resonant Capital Advisors
Wisconsin
$44.6M +$1.93M +10,742 +5%
MA
93
MJP Associates
Connecticut
$43.5M -$2.14M -11,906 -5%
Pathstone Holdings
94
Pathstone Holdings
New Jersey
$43.4M -$1.2M -6,689 -3%
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$42.3M -$130K -722 -0.3%
WA
96
Wealth Architects
California
$41.6M -$648K -3,601 -2%
US Bancorp
97
US Bancorp
Minnesota
$40.6M -$129K -715 -0.3%
AFA
98
American Financial Advisors
Georgia
$39.9M -$60.8K -338 -0.2%
APP
99
Avantax Planning Partners
Iowa
$39.7M -$1.18M -6,565 -3%
EH
100
Equitable Holdings
New York
$38.6M +$2.19M +12,192 +6%
2 3
4
5 6

VIG Hedge Fund Activity: Q2 2024 in Review

2,056 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2024, worth a combined $34.6B — up 0.06% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new VIG positions and 73 closed out — a net gain of 50 holders — while 696 added to existing stakes and 784 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $1.57B. The largest seller was Annex Advisory Services, cutting an estimated $139M.

  • 2,056 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2024, up from 2,039 in Q1 2024.
  • Funds reported $34.6B of Vanguard Dividend Appreciation ETF stock for Q2 2024, up 0.06% quarter-over-quarter.
  • 123 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2024 and 73 closed out, a net change of +50 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $1.57B added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q2 2024 was Annex Advisory Services, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2024.