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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
RA
101
Rational Advisors
New York
$45.5M -$3.6M -18,050 -7%
US Bancorp
102
US Bancorp
Minnesota
$45.3M +$489K +2,447 +1%
EH
103
Equitable Holdings
New York
$45M -$139K -696 -0.3%
BWM
104
Buska Wealth Management
Wisconsin
$44.4M +$2.48M +12,428 +6%
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$43.7M -$410K -2,054 -0.9%
Citigroup
106
Citigroup
New York
$43M +$9.09M +45,542 +26%
IA
107
Intellus Advisors
Florida
$41.2M +$42M +210,531 New
AFA
108
American Financial Advisors
Georgia
$41.1M -$654K -3,275 -2%
MA
109
Mosaic Advisors
Texas
$40.9M -$665K -3,331 -2%
EGA
110
E&G Advisors
Texas
$40.4M -$165K -826 -0.4%
NFW
111
Noble Family Wealth
Florida
$39.9M +$288K +1,444 +0.7%
CPO
112
Cerity Partners OCIO
New York
$39.8M +$40.5M +203,026 New
Two Sigma Investments
113
Two Sigma Investments
New York
$39.6M +$2.38M +11,900 +6%
BP
114
Ballentine Partners
Massachusetts
$38.8M -$12.2K -61 -0%
CWM
115
Connecticut Wealth Management
Connecticut
$38.4M -$170K -852 -0.4%
TCM
116
TD Capital Management
Tennessee
$38M -$604K -3,026 -2%
KBFS
117
Kohmann Bosshard Financial Services
Ohio
$37.1M -$1.28M -6,431 -3%
FFA
118
Frazier Financial Advisors
Ohio
$36.9M -$135K -678 -0.4%
PCIA
119
Prime Capital Investment Advisors
Kansas
$36.4M -$378K -1,891 -1%
HFS
120
Howard Financial Services
Texas
$35.8M +$251K +1,255 +0.7%
AAS
121
Avantax Advisory Services
Texas
$35.8M +$2.77M +13,877 +8%
DADC
122
D.A. Davidson & Co
Montana
$35M +$1.44M +7,199 +4%
M&T Bank
123
M&T Bank
New York
$34.9M +$51.1K +256 +0.1%
EA
124
Eclectic Associates
California
$34.5M -$219K -1,096 -0.6%
MFIM
125
Mesirow Financial Investment Management
Illinois
$34.4M -$33.8M -169,401 -49%

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.