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Vanguard Dividend Appreciation ETF
VIG

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: 245 → 278 (+33)

10% more funds holding

Funds holding: 2,102 → 2,317 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$720M
2
Prudential Financial
Prudential Financial
New Jersey
+$316M
3
Wells Fargo
Wells Fargo
California
+$166M
4
JP Morgan Chase
JP Morgan Chase
New York
+$82M
5
IAA
Independent Advisor Alliance
North Carolina
+$79M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$106M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$61.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$48.8M
4
MFIM
Mesirow Financial Investment Management
Illinois
-$33.8M
5
KAS
Kestra Advisory Services
Texas
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1426
Rockwood Wealth Management
Pennsylvania
$690K +$1.2K +6 +0.2%
UF
1427
Univest Financial
Pennsylvania
$689K +$599 +3 +0.1%
AG
1428
AlTi Global
New York
$689K +$65.7K +329 +10%
RIM
1429
Rockbridge Investment Management
New York
$689K – – –
CAM
1430
Clark Asset Management
New Hampshire
$687K +$25.6K +128 +4%
JWM
1431
JGP Wealth Management
Oregon
$687K +$1.2K +6 +0.2%
B
1432
Bailard
California
$685K – – –
PP
1433
PrairieView Partners
Minnesota
$683K – – –
AWE
1434
Avidian Wealth Enterprises
Texas
$682K -$15K -75 -2%
FNWM
1435
Financial Network Wealth Management
Utah
$681K +$1.2K +6 +0.2%
SIMG
1436
Sonora Investment Management Group
Arizona
$679K +$12.8K +64 +2%
FFG
1437
Frisch Financial Group
New York
$678K +$5.59K +28 +0.8%
MAA
1438
Matrix Asset Advisors
New York
$677K +$399 +2 +0.1%
PHWM
1439
Pine Harbor Wealth Management
Maryland
$676K +$3.19K +16 +0.5%
BIM
1440
Baldwin Investment Management
Pennsylvania
$676K -$368K -1,841 -35%
SCM
1441
Saxony Capital Management
Missouri
$673K +$40.5K +203 +6%
SCM
1442
Sage Capital Management
New Jersey
$673K +$2.79K +14 +0.4%
MFG
1443
Magnus Financial Group
New York
$673K -$247K -1,237 -26%
HWM
1444
Hemington Wealth Management
Virginia
$672K – – –
BOC
1445
Blue Oak Capital
California
$672K +$685K +3,431 New
MBI
1446
May Barnhard Investments
Maryland
$670K +$39.3K +197 +6%
AWA
1447
Adapt Wealth Advisors
Georgia
$670K – – –
SC
1448
Stephens Consulting
Michigan
$669K -$11K -55 -2%
GLR
1449
Great Lakes Retirement
Ohio
$669K – – –
SF
1450
Schaeffer Financial
Maryland
$668K -$25.8K -129 -4%
56 57
58
59 60

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.