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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
SF
1201
Safeguard Financial
Wisconsin
$1.09M -$25.4K -127 -2%
LFS
1202
Littlejohn Financial Services
Oregon
$1.09M +$1.11M +5,561 New
IF
1203
Integrity Financial
Wyoming
$1.09M +$112K +563 +11%
P
1204
Pitcairn
Pennsylvania
$1.09M
LRIA
1205
Leonard Rickey Investment Advisors
Washington
$1.08M -$1.8K -9 -0.2%
WB
1206
Webster Bank
Connecticut
$1.08M -$47.5K -238 -4%
WIP
1207
WealthCare Investment Partners
Rhode Island
$1.08M +$2.2K +11 +0.2%
LWA
1208
Lantern Wealth Advisors
New York
$1.08M +$155K +775 +16%
SAM
1209
Smartleaf Asset Management
Massachusetts
$1.08M +$131K +654 +13%
NWM
1210
Northwest Wealth Management
Iowa
$1.08M -$11.2K -56 -1%
Barclays
1211
Barclays
United Kingdom
$1.08M -$471K -2,360 -30%
BWP
1212
Baldwin Wealth Partners
Massachusetts
$1.08M
NB
1213
Northwest Bancshares
Pennsylvania
$1.08M
I
1214
INVST
Indiana
$1.07M -$70.7K -354 -6%
IFWM
1215
Institute for Wealth Management
Colorado
$1.07M -$7.39K -37 -0.7%
LBC
1216
Lowe Brockenbrough & Co
Virginia
$1.07M
BWM
1217
Blossom Wealth Management
California
$1.07M +$19.2K +96 +2%
BWA
1218
BlueChip Wealth Advisors
Georgia
$1.07M +$683K +3,420 +169%
CAS
1219
Coppell Advisory Solutions
Texas
$1.06M +$34.7K +174 +3%
SCA
1220
Sage Capital Advisors
South Dakota
$1.06M +$599 +3 +0.1%
LCC
1221
Lincoln Capital Corp
Rhode Island
$1.06M
CKAIS
1222
Christensen King & Associates Investment Services
Washington
$1.06M +$106K +532 +11%
FRA
1223
Front Row Advisors
California
$1.05M +$48.3K +242 +5%
BWG
1224
Balanced Wealth Group
Ohio
$1.05M +$5.19K +26 +0.5%
SH
1225
SLT Holdings
Arizona
$1.05M +$1.07M +5,343 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.