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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
SS
1126
Sunbelt Securities
Texas
$1.27M +$24K +120 +2%
OCPWS
1127
One Charles Private Wealth Services
Massachusetts
$1.27M +$336K +1,684 +35%
FFM
1128
Forum Financial Management
Illinois
$1.27M +$35.1K +176 +3%
HAM
1129
Harmony Asset Management
Arizona
$1.26M +$21K +105 +2%
FCH
1130
Freestone Capital Holdings
Washington
$1.26M +$95K +476 +8%
KP
1131
Keel Point
Alabama
$1.26M -$29.5K -148 -2%
CWM
1132
Collaborative Wealth Management
Florida
$1.25M +$3.79K +19 +0.3%
SSC
1133
Syverson Strege & Co
Iowa
$1.24M
MCC
1134
Maiden Cove Capital
Maine
$1.24M +$2.6K +13 +0.2%
WB
1135
WesBanco Bank
West Virginia
$1.24M +$123K +614 +11%
SWP
1136
Summit Wealth Partners
Florida
$1.23M +$399 +2 +0%
CFIA
1137
Cantor Fitzgerald Investment Advisors
New York
$1.23M
TDC
1138
Thompson Davis & Co
Virginia
$1.23M +$8.59K +43 +0.7%
HCM
1139
Highview Capital Management
Illinois
$1.23M -$9.38K -47 -0.7%
RT
1140
Rockland Trust
Massachusetts
$1.23M
MAG
1141
Mayfair Advisory Group
Alabama
$1.23M +$3K +15 +0.2%
FAG
1142
Fortitude Advisory Group
Washington
$1.23M +$129K +648 +12%
SFS
1143
Strategic Financial Services
New York
$1.23M -$128K -639 -9%
FFS
1144
Founders Financial Securities
Maryland
$1.22M -$816K -4,085 -40%
CHA
1145
Cooper/Haims Advisors
New York
$1.22M
NED
1146
Nancy E. Dempze
$1.22M
FCA
1147
Fortis Capital Advisors
Kansas
$1.22M
WFM
1148
Wolff Financial Management
Michigan
$1.22M -$41.3K -207 -3%
RW
1149
RVW Wealth
California
$1.22M -$4.39K -22 -0.4%
HA
1150
Herold Advisors
New York
$1.21M +$137K +687 +12%

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.