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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
CFGW
1326
Chancellor Financial Group WB
Pennsylvania
$840K +$856K +4,287 New
JWBC
1327
John W. Brooker & Co
California
$835K +$3.39K +17 +0.4%
TC
1328
Trust Company
Kansas
$831K
TWM
1329
Thrive Wealth Management
Pennsylvania
$830K +$29.3K +147 +4%
GS
1330
GWN Securities
Florida
$830K +$831K +4,162 New
MWM
1331
Melfa Wealth Management
Massachusetts
$830K
RWA
1332
Redhawk Wealth Advisors
Minnesota
$826K +$112K +559 +15%
NA
1333
Nautilus Advisors
California
$825K +$841K +4,214 New
TCM
1334
Telos Capital Management
California
$824K +$157K +785 +23%
ALA
1335
Atlas Legacy Advisors
California
$822K +$839K +4,200 New
PMG
1336
Private Management Group
California
$822K +$399 +2 +0%
PSB
1337
Passumpsic Savings Bank
Vermont
$821K +$8.98K +45 +1%
LPT
1338
Legacy Private Trust
Wisconsin
$821K +$136K +680 +19%
BFG
1339
Berger Financial Group
Minnesota
$809K +$51.3K +257 +7%
KFP
1340
KMG Fiduciary Partners
Ohio
$807K
CNC
1341
Citizens & Northern Corp
Pennsylvania
$806K
PCMC
1342
Private Capital Management (Colorado)
Colorado
$806K -$639K -3,203 -44%
FFM
1343
Flagstone Financial Management
Nebraska
$804K -$185K -926 -18%
CMS
1344
Capital Market Strategies
Florida
$804K +$2.4K +12 +0.3%
VR
1345
Valued Retirements
Texas
$803K +$14.8K +74 +2%
SA
1346
Sovran Advisors
California
$800K +$819K +4,100 New
HPC
1347
Hobart Private Capital
North Carolina
$800K +$111K +558 +16%
TWA
1348
TCI Wealth Advisors
Arizona
$797K +$21.4K +107 +3%
OP
1349
ORG Partners
Indiana
$796K +$710K +3,558 +702%
WCWM
1350
Willow Creek Wealth Management
California
$794K

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.