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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
MCM
1251
Maple Capital Management
Vermont
$972K +$9.58K +48 +1%
NDSI
1252
Newman Dignan & Sheerar Inc
Rhode Island
$971K +$990K +4,957 New
BAM
1253
Broyhill Asset Management
North Carolina
$967K +$986K +4,937 New
MPW
1254
MA Private Wealth
California
$965K
WDG
1255
Wealth Dimensions Group
Ohio
$963K +$327K +1,640 +50%
IP
1256
Ignite Planners
California
$963K +$14.6K +73 +2%
FG
1257
Fiduciary Group
Georgia
$962K -$27K -135 -3%
BFWA
1258
Benchmark Financial Wealth Advisors
Florida
$960K +$979K +4,901 New
BIM
1259
Bridges Investment Management
Nebraska
$959K
VC
1260
Vicus Capital
Pennsylvania
$955K -$13.4K -67 -1%
ASBI
1261
American State Bank (Iowa)
Iowa
$954K
TYCC
1262
Texas Yale Capital Corp
Florida
$954K +$16K +80 +2%
BSTWA
1263
Blake Schutter Theil Wealth Advisors
Ohio
$954K +$14.4K +72 +2%
RA
1264
Rockingstone Advisors
Massachusetts
$953K
BWP
1265
BlueStem Wealth Partners
Minnesota
$943K +$962K +4,817 New
TA
1266
TruWealth Advisors
Louisiana
$943K
KTA
1267
Keeley-Teton Advisors
Illinois
$942K
PS
1268
Principal Securities
Iowa
$939K -$73.1K -366 -7%
MFA
1269
Morling Financial Advisors
California
$935K -$109K -548 -10%
VDBMI
1270
Van Den Berg Management I
Texas
$932K -$74.7K -374 -7%
TW
1271
Towerpoint Wealth
California
$929K +$7.39K +37 +0.8%
OAM
1272
Occidental Asset Management
California
$929K +$799 +4 +0.1%
PNC
1273
Park National Corp
Ohio
$928K -$28K -140 -3%
JIC
1274
JRM Investment Counsel
Nebraska
$927K -$45.5K -228 -5%
MIAS
1275
Mason Investment Advisory Services
Virginia
$926K +$998 +5 +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.