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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
OCM
1051
Objective Capital Management
Ohio
$1.5M -$19.8K -99 -1%
LSA
1052
Lansing Street Advisors
Pennsylvania
$1.49M -$30.7K -154 -2%
SIS
1053
Strategic Investment Solutions
Illinois
$1.49M -$1.84M -9,216 -52%
WAG
1054
Wallace Advisory Group
California
$1.49M +$1.5M +7,512 New
CFS
1055
Compass Financial Services
Iowa
$1.48M +$1.51M +7,579 New
RMF
1056
Red Mountain Financial
Colorado
$1.48M -$60.9K -305 -4%
LSWP
1057
Liberty Square Wealth Partners
Pennsylvania
$1.48M +$1.45M +7,267 New
TAM
1058
Townsend Asset Management
North Carolina
$1.48M -$6.79K -34 -0.4%
LCM
1059
Logan Capital Management
Pennsylvania
$1.47M -$3.19K -16 -0.2%
IP
1060
Integras Partners
Georgia
$1.47M +$1.5M +7,514 New
MF
1061
Montis Financial
Massachusetts
$1.47M +$1.11M +5,561 +285%
EB
1062
Eastern Bank
Massachusetts
$1.46M
SAG
1063
SageView Advisory Group
California
$1.45M +$198K +990 +15%
GS
1064
GTS Securities
New York
$1.45M +$584K +2,925 +65%
SAM
1065
Synergy Asset Management
Washington
$1.44M +$738K +3,697 +102%
FAB
1066
First American Bank
Illinois
$1.44M
APW
1067
Austin Private Wealth
Texas
$1.43M -$11.6K -58 -0.8%
LSPW
1068
Lake Street Private Wealth
Illinois
$1.43M +$29.7K +149 +2%
CC
1069
Chicago Capital
Illinois
$1.43M -$238K -1,190 -14%
AWA
1070
Arbor Wealth Advisors
Michigan
$1.42M +$3.99K +20 +0.3%
WAM
1071
WNY Asset Management
New York
$1.42M -$648K -3,247 -31%
DC
1072
Darrow Company
Massachusetts
$1.42M -$14.8K -74 -1%
ONSWM
1073
Old North State Wealth Management
North Carolina
$1.42M +$70.9K +355 +5%
IF
1074
IRON Financial
Illinois
$1.41M -$87.6K -439 -6%
TSS
1075
Two Sigma Securities
New York
$1.41M +$1.43M +7,180 New

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.