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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
AAM
1301
Aureus Asset Management
Massachusetts
$881K +$216K +1,081 +32%
KOMWMG
1302
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$880K -$6.39K -32 -0.7%
HCM
1303
HMS Capital Management
Tennessee
$880K -$4.19K -21 -0.5%
CA
1304
Carson Advisory
Georgia
$876K -$54.5K -273 -6%
PP
1305
Patten & Patten
Tennessee
$874K -$148K -743 -14%
HB
1306
HTLF Bank
Colorado
$874K -$16.8K -84 -2%
NWMG
1307
Nicholson Wealth Management Group
South Carolina
$873K +$890K +4,456 New
HCMT
1308
Highland Capital Management (Tennessee)
Tennessee
$871K +$3K +15 +0.3%
ES
1309
Eagle Strategies
New York
$871K +$15.6K +78 +2%
RWPA
1310
Richard W. Paul & Associates
Michigan
$870K -$73.1K -366 -8%
HT
1311
Headlands Technologies
Illinois
$870K +$523K +2,622 +144%
MWA
1312
Medallion Wealth Advisors
Connecticut
$870K +$887K +4,444 New
APIM
1313
Agate Pass Investment Management
Washington
$869K -$15K -75 -2%
VDI
1314
Vaughan David Investments
Illinois
$865K -$77.5K -388 -8%
SFWA
1315
Summit Financial Wealth Advisors
Louisiana
$864K +$599 +3 +0.1%
SCM
1316
SOL Capital Management
Maryland
$864K -$14.4K -72 -2%
MTIC
1317
Missouri Trust & Investment Company
Missouri
$862K +$20.8K +104 +2%
CM
1318
Capital Management
Virginia
$862K
FFWM
1319
Future Financial Wealth Management
Ohio
$859K -$107K -538 -11%
LFS
1320
Legacy Financial Strategies
Kansas
$858K +$40.1K +201 +5%
SAI
1321
Savvy Advisors Inc
New York
$855K +$268K +1,343 +44%
CP
1322
Coho Partners
Pennsylvania
$853K +$870K +4,356 New
CWD
1323
Clarity Wealth Development
Oregon
$850K +$839K +4,203 New
CWAF
1324
Core Wealth Advisors (Florida)
Florida
$846K +$79.1K +396 +10%
GWM
1325
GSB Wealth Management
Connecticut
$840K -$95K -476 -10%

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.