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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
GWCM
1076
Godshalk Welsh Capital Management
Pennsylvania
$1.4M -$13.2K -66 -0.9%
LFG
1077
Larson Financial Group
Missouri
$1.4M +$5.59K +28 +0.4%
KLI
1078
Kelman-Lazarov Inc
Tennessee
$1.4M +$39.5K +198 +3%
PJWM
1079
Philip James Wealth Mangement
Georgia
$1.39M +$11.6K +58 +0.8%
RRCM
1080
Rappaport Reiches Capital Management
Illinois
$1.39M
ECG
1081
EPIQ Capital Group
California
$1.38M +$12.2K +61 +0.9%
NP
1082
Nilsine Partners
Colorado
$1.38M +$231K +1,156 +20%
BWM
1083
Birchcreek Wealth Management
Ohio
$1.38M +$9.98K +50 +0.7%
NFG
1084
Nadler Financial Group
Illinois
$1.37M
VCM
1085
Versant Capital Management
Arizona
$1.36M
CWMGP
1086
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.36M +$2K +10 +0.1%
MWAM
1087
Manhattan West Asset Management
California
$1.35M -$53.5K -268 -4%
CA
1088
Continuum Advisory
Idaho
$1.35M +$101K +506 +8%
CCM
1089
Carlson Capital Management
Minnesota
$1.35M +$12.6K +63 +0.9%
CCG
1090
Catalina Capital Group
California
$1.35M -$52.5K -263 -4%
BFPW
1091
BOK Financial Private Wealth
Colorado
$1.35M +$1.03M +5,164 +303%
JIP
1092
Jaffetilchin Investment Partners
Florida
$1.34M +$207K +1,036 +18%
CB
1093
Community Bank
New York
$1.34M -$49.9K -250 -4%
SB
1094
Simmons Bank
Arkansas
$1.34M -$24.8K -124 -2%
MWM
1095
MOKAN Wealth Management
Kansas
$1.34M +$1.37M +6,844 New
EHC
1096
Everett Harris & Co
California
$1.34M -$15K -75 -1%
RCYC
1097
Richard C. Young & Co
Rhode Island
$1.34M +$87.4K +438 +7%
MWM
1098
Mascagni Wealth Management
Mississippi
$1.34M +$1.38M +6,902 New
NA
1099
Nottingham Advisors
New York
$1.34M -$63.1K -316 -4%
SWM
1100
Silverlake Wealth Management
Vermont
$1.34M +$799 +4 +0.1%

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.