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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
LI
976
LRI Investments
Florida
$1.9M
TA
977
TFG Advisers
Michigan
$1.9M -$13.8K -69 -0.7%
FWM
978
Fairhaven Wealth Management
Illinois
$1.89M +$4.19K +21 +0.2%
TPW
979
Turn8 Private Wealth
$1.87M +$1.9M +9,532 New
CCWM
980
Cassaday & Co Wealth Management
Virginia
$1.83M +$62.1K +311 +3%
BF
981
BOK Financial
Oklahoma
$1.83M -$243K -1,215 -11%
BF
982
Baring Financial
Washington
$1.82M +$1.86M +9,297 New
SG
983
Stanich Group
New York
$1.81M +$1.85M +9,252 New
BAM
984
BOS Asset Management
Illinois
$1.81M
DFG
985
Demars Financial Group
Washington
$1.8M +$70.1M +350,908 +18,725%
CIC
986
Cutler Investment Counsel
Oregon
$1.8M -$1.48M -7,436 -45%
CCFCSB
987
Cape Cod Five Cents Savings Bank
Massachusetts
$1.8M
BTI
988
Blue Trust Inc
Georgia
$1.79M +$458K +2,292 +33%
AWM
989
Aries Wealth Management
Maine
$1.78M -$410K -2,052 -18%
MRI
990
Mad River Investors
Massachusetts
$1.78M
PFA
991
Pettinga Financial Advisors
Indiana
$1.77M +$726K +3,635 +67%
TL
992
Tradewinds LLC
North Carolina
$1.77M -$26.4K -132 -1%
EA
993
Emerald Advisors
Washington
$1.77M -$200 -1 -0%
TA
994
TPG Advisors
Illinois
$1.76M +$77.9K +390 +5%
RIA
995
RPG Investment Advisory
California
$1.76M -$27.4K -137 -2%
IIC
996
Ironwood Investment Counsel
Arizona
$1.76M -$3.39K -17 -0.2%
CWS
997
Cypress Wealth Services
California
$1.75M +$10.8K +54 +0.6%
GAG
998
GM Advisory Group
New York
$1.75M +$148K +743 +9%
NRW
999
Nova R Wealth
Kansas
$1.75M +$14.8K +74 +0.8%
KMWM
1000
Keudell/Morrison Wealth Management
Oregon
$1.73M +$19K +95 +1%

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.