We are live on ! Find out more
VIG icon

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
AWP
1351
Ascent Wealth Partners
New York
$789K +$4.99K +25 +0.6%
LCM
1352
LVM Capital Management
Michigan
$788K -$4.39K -22 -0.5%
FEG
1353
Financial Enhancement Group
Indiana
$785K -$70.1K -351 -8%
CPSAC
1354
Chas P. Smith & Associates (CPS)
Florida
$784K -$7.59K -38 -0.9%
RW
1355
Regimen Wealth
Georgia
$783K +$4.79K +24 +0.6%
WTFG
1356
Wood Tarver Financial Group
Idaho
$782K +$798K +3,996 New
GL
1357
Gerber LLC
Ohio
$782K
SP
1358
Sequent Planning
Nebraska
$779K -$19.4K -97 -2%
BL
1359
BFSG LLC
California
$777K -$453K -2,270 -36%
DWM
1360
Dechtman Wealth Management
Colorado
$774K +$42.9K +215 +6%
BTW
1361
Boston Trust Walden
Massachusetts
$774K -$33.7K -169 -4%
FB
1362
Fulton Bank
Pennsylvania
$774K +$354K +1,772 +81%
FCIM
1363
Fairview Capital Investment Management
California
$774K +$9.78K +49 +1%
AIS
1364
AM Investment Strategies
Tennessee
$772K
BWA
1365
Bordeaux Wealth Advisors
California
$772K
PAWA
1366
Palo Alto Wealth Advisors
California
$769K +$25.4K +127 +3%
RIG
1367
RiverFront Investment Group
Virginia
$766K +$52.3K +262 +7%
RMC
1368
Ring Mountain Capital
California
$762K +$777K +3,892 New
BPWM
1369
Black Point Wealth Management
Florida
$759K +$9.38K +47 +1%
IWS
1370
Insight Wealth Strategies
California
$756K +$42.7K +214 +6%
PVI
1371
Pine Valley Investments
New Jersey
$755K -$29.7K -149 -4%
WWM
1372
Wiser Wealth Management
Georgia
$754K +$203K +1,016 +36%
CCG
1373
Cypress Capital Group
Florida
$753K -$342K -1,713 -31%
PMSA
1374
Patrick M. Sweeney & Associates
Illinois
$751K +$11K +55 +1%
SWIG
1375
Strategic Wealth Investment Group
Kentucky
$751K +$127K +638 +20%

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.