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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
BPAMU
1226
BTG Pactual Asset Management US
New York
$1.04M
SPI
1227
Sutton Place Investors
New York
$1.04M
FPGK
1228
Financial Partners Group (Kansas)
Kansas
$1.04M -$37.5K -188 -3%
MLL
1229
Moody Lynn & Lieberson
Massachusetts
$1.04M -$6.19K -31 -0.6%
EFP
1230
Elser Financial Planning
Indiana
$1.04M
CF
1231
Claris Financial
Virginia
$1.03M +$1.05M +5,268 New
JWCA
1232
J.W. Coons Advisors
Ohio
$1.03M -$418K -2,095 -28%
ORC
1233
O'Rourke & Company
Massachusetts
$1.03M -$16.2K -81 -2%
SAM
1234
Sawgrass Asset Management
Florida
$1.03M
RF
1235
Roxbury Financial
New Jersey
$1.02M +$996K +4,991 New
AC
1236
Almitas Capital
California
$1.02M +$1.04M +5,214 New
RI
1237
Ridgewood Investments
New Jersey
$1.02M +$118K +589 +13%
MFWP
1238
Mosaic Family Wealth Partners
Missouri
$1.01M +$5.99K +30 +0.6%
AI
1239
Accredited Investors
Minnesota
$1M -$30.7K -154 -3%
MADFP
1240
Michael A Dubis Financial Planning
Wisconsin
$999K +$1.02M +5,104 New
JCM
1241
Jag Capital Management
Missouri
$994K
TC
1242
TAGStone Capital
North Carolina
$993K +$8.59K +43 +0.9%
RWP
1243
Revolve Wealth Partners
New Jersey
$992K +$115K +577 +13%
IWN
1244
Independent Wealth Network
Iowa
$984K -$9.98K -50 -1%
MHIC
1245
Marble Harbor Investment Counsel
Massachusetts
$982K +$93.8K +470 +10%
WFA
1246
Wells Financial Advisors
Massachusetts
$980K -$59.5K -298 -6%
ITIM
1247
Indiana Trust & Investment Management
Indiana
$978K
SPI
1248
Santori & Peters Inc
Pennsylvania
$977K +$6.99K +35 +0.7%
ML
1249
McAdam LLC
Pennsylvania
$975K -$5.99K -30 -0.6%
CIAS
1250
CFS Investment Advisory Services
New Jersey
$973K +$32.9K +165 +3%

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.