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Vanguard Dividend Appreciation ETF
VIG

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: 245 → 278 (+33)

10% more funds holding

Funds holding: 2,102 → 2,317 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$720M
2
Prudential Financial
Prudential Financial
New Jersey
+$316M
3
Wells Fargo
Wells Fargo
California
+$166M
4
JP Morgan Chase
JP Morgan Chase
New York
+$82M
5
IAA
Independent Advisor Alliance
North Carolina
+$79M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$106M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$61.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$48.8M
4
MFIM
Mesirow Financial Investment Management
Illinois
-$33.8M
5
KAS
Kestra Advisory Services
Texas
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1001
Sepio Capital
Utah
$1.73M -$562K -2,816 -24%
AWM
1002
Angeles Wealth Management
California
$1.73M -$2K -10 -0.1%
MCA
1003
MSH Capital Advisors
Arizona
$1.73M +$95.4K +478 +6%
WA
1004
WBH Advisory
Maryland
$1.72M -$19.4K -97 -1%
CAI
1005
Capital Advisors Inc
Oklahoma
$1.72M +$44.9K +225 +3%
KA
1006
KDT Advisors
New York
$1.7M +$1.74M +8,700 New
TWA
1007
Talisman Wealth Advisors
New Jersey
$1.7M +$7.99K +40 +0.5%
CFD
1008
Creative Financial Designs
Indiana
$1.69M +$120K +601 +7%
MA
1009
MONECO Advisors
Connecticut
$1.69M +$4.59K +23 +0.3%
DDC
1010
DF Dent & Co
Maryland
$1.68M -$39.9K -200 -2%
RWIA
1011
Roger Wittlin Investment Advisory
California
$1.68M +$14.8K +74 +0.9%
DSC
1012
Duncker Streett & Co
Missouri
$1.67M -$95.8K -480 -5%
NWA
1013
Navis Wealth Advisors
New York
$1.66M +$246K +1,232 +17%
VCM
1014
Vivaldi Capital Management
Illinois
$1.66M +$211K +1,055 +15%
LSAG
1015
Lake Street Advisors Group
New Hampshire
$1.66M -$391K -1,958 -19%
PFG
1016
Prospect Financial Group
Virginia
$1.64M +$1.67M +8,373 New
AEPWM
1017
Atlantic Edge Private Wealth Management
Florida
$1.64M -$4.59K -23 -0.3%
MPW
1018
Monterey Private Wealth
California
$1.63M +$96.6K +484 +6%
FFA
1019
Founders Financial Alliance
North Carolina
$1.61M +$60.3K +302 +4%
AWA
1020
Arkadios Wealth Advisors
Georgia
$1.61M +$30.9K +155 +2%
NSAM
1021
North Star Asset Management
Wisconsin
$1.61M +$178K +894 +12%
BCM
1022
Bienville Capital Management
New York
$1.61M +$2.2K +11 +0.1%
Jane Street
1023
Jane Street
New York
$1.59M +$1.62M +8,125 New
FCFC
1024
First Commonwealth Financial Corp
Pennsylvania
$1.59M -$2.06M -10,302 -56%
AGA
1025
Arkos Global Advisors
Texas
$1.59M – – –
39 40
41
42 43

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.