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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
GWM
1276
GK Wealth Management
Nevada
$925K +$944K +4,726 New
FPW
1277
Flagship Private Wealth
Massachusetts
$921K +$2K +10 +0.2%
RDFA
1278
Ritter Daniher Financial Advisory
Ohio
$921K -$45.3K -227 -5%
MPWT
1279
MassMutual Private Wealth & Trust
Connecticut
$919K -$25K -125 -3%
XPN
1280
XY Planning Network
Montana
$916K +$934K +4,678 New
SFG
1281
SNS Financial Group
Minnesota
$916K -$21.4K -107 -2%
LWM
1282
LongView Wealth Management
Georgia
$912K +$52.7K +264 +6%
CNB
1283
Camden National Bank
Maine
$906K -$33.1K -166 -3%
SRC
1284
Sage Rhino Capital
California
$905K +$399 +2 +0%
SP
1285
Successful Portfolios
Florida
$904K +$9.18K +46 +1%
JCM
1286
J2 Capital Management
Michigan
$903K +$921K +4,613 New
SLA
1287
Silver Lake Advisory
Utah
$901K +$11.2K +56 +1%
AHC
1288
Anderson Hoagland & Co
Missouri
$897K -$998 -5 -0.1%
IWM
1289
Integris Wealth Management
California
$897K +$136K +682 +18%
CC
1290
Callan Capital
California
$894K -$633K -3,172 -41%
OWM
1291
OneAscent Wealth Management
Alabama
$892K -$213K -1,069 -19%
WH
1292
Willner & Heller
California
$892K -$3.59K -18 -0.4%
RFA
1293
RTD Financial Advisors
Pennsylvania
$892K
FA
1294
Fiduciary Alliance
South Carolina
$889K +$70.5K +353 +8%
Neuberger Berman Group
1295
Neuberger Berman Group
New York
$887K +$145K +726 +19%
WC
1296
Wolfstich Capital
Massachusetts
$887K +$904K +4,528 New
SMA
1297
Sage Mountain Advisors
Georgia
$887K +$635K +3,178 +236%
AC
1298
Anson Capital
Georgia
$885K +$26.2K +131 +3%
CCM
1299
Canal Capital Management
Virginia
$883K -$25K -125 -3%
WP
1300
Westmount Partners
California
$882K -$52.7K -264 -6%

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.