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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
EA
1401
Ellsworth Advisors
Ohio
$718K +$122K +609 +20%
BWP
1402
BSW Wealth Partners
Colorado
$717K +$998 +5 +0.1%
MWA
1403
MN Wealth Advisors
Kansas
$716K +$32.5K +163 +5%
ST
1404
Smithfield Trust
Pennsylvania
$715K -$6.59K -33 -0.9%
MSFP
1405
Mark Sheptoff Financial Planning
Connecticut
$715K -$28.4K -142 -4%
ACP
1406
Arcus Capital Partners
Georgia
$715K -$2K -10 -0.3%
PMFA
1407
Plante Moran Financial Advisors
Michigan
$713K +$93.4K +468 +15%
CS
1408
Cannell & Spears
New York
$711K +$2.4K +12 +0.3%
MWM
1409
Moulton Wealth Management
Washington
$711K -$799K -4,004 -52%
GBT
1410
Grove Bank & Trust
Florida
$709K
CWM
1411
Calamos Wealth Management
Illinois
$708K +$398K +1,994 +123%
LTAS
1412
Linden Thomas Advisory Services
North Carolina
$706K +$720K +3,606 New
MPI
1413
Mairs & Power Inc
Minnesota
$706K
FA
1414
FF Advisors
California
$706K
LEFP
1415
Leading Edge Financial Planning
Tennessee
$705K -$4.19K -21 -0.6%
SFC
1416
SYM Financial Corp
Indiana
$704K -$18.8K -94 -3%
RFP
1417
Root Financial Partners
California
$703K +$204K +1,024 +40%
SWM
1418
Selective Wealth Management
Virginia
$703K -$44.1K -221 -6%
KSWA
1419
Kathleen S. Wright Associates
Pennsylvania
$701K +$9.18K +46 +1%
CA
1420
CoreCap Advisors
Michigan
$700K +$128K +643 +22%
NG
1421
Norden Group
Utah
$699K -$41.3K -207 -5%
EL
1422
EWA LLC
Pennsylvania
$698K -$3K -15 -0.4%
BIP
1423
Blueprint Investment Partners
North Carolina
$696K -$16.2K -81 -2%
CPP
1424
Capasso Planning Partners
South Carolina
$696K -$30.1K -151 -4%
ZIM
1425
Zacks Investment Management
Illinois
$690K -$222K -1,111 -24%

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.