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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
HSWM
76
Hubbell Strickland Wealth Management
Louisiana
$69M -$296K -1,481 -0.4%
BCM
77
Brookstone Capital Management
Illinois
$65.9M -$11.6M -57,928 -15%
PCMC
78
Paragon Capital Management (Colorado)
Colorado
$65.6M -$1.07M -5,382 -2%
CWM
79
Congress Wealth Management
Massachusetts
$64.7M +$267K +1,336 +0.4%
PWA
80
Provenance Wealth Advisors
Florida
$64M -$62.5K -313 -0.1%
NA
81
NewEdge Advisors
Louisiana
$62.7M -$4.51M -22,599 -7%
BMM
82
Berkshire Money Management
Massachusetts
$61.3M +$855K +4,280 +1%
PWP
83
Perfromance Wealth Partners
Illinois
$60.8M +$114K +569 +0.2%
IC
84
IEQ Capital
California
$59.9M +$488K +2,442 +0.8%
3F
85
360 Financial
Minnesota
$59.8M +$1.45M +7,268 +2%
P
86
&Partners
Tennessee
$58.9M +$25M +125,445 +72%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$57.1M +$3.78M +18,923 +7%
BWFA
88
Baltimore-Washington Financial Advisors
Maryland
$56.8M +$1.91M +9,582 +3%
AO
89
Advisor OS
Illinois
$54.5M +$635K +3,181 +1%
BPA
90
Beacon Pointe Advisors
California
$54.2M +$1.37M +6,859 +3%
GI
91
GLOBALT Investments
Georgia
$52.2M -$1.96M -9,826 -4%
MA
92
MJP Associates
Connecticut
$51.6M +$1.78M +8,928 +4%
PP
93
PDS Planning
Ohio
$51.5M +$435K +2,177 +0.8%
EK
94
Evensky & Katz
Florida
$50.5M +$321K +1,610 +0.6%
PA
95
Planning Alternatives
Michigan
$50M +$615K +3,079 +1%
RCA
96
Resonant Capital Advisors
Wisconsin
$49.5M +$304K +1,523 +0.6%
PWP
97
Principle Wealth Partners
Connecticut
$48.9M -$700K -3,506 -1%
WA
98
Wealth Architects
California
$48.2M +$1.86M +9,317 +4%
Northern Trust
99
Northern Trust
Illinois
$46.6M +$4.17M +20,906 +10%
NEPWA
100
New England Private Wealth Advisors
Massachusetts
$45.8M +$1.02M +5,122 +2%

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.