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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
MAC
1451
Mason & Associates (California)
California
$667K +$48.7K +244 +8%
BC
1452
Bowman & Company
Wisconsin
$667K -$101K -506 -13%
FAN
1453
Financial Advisors Network
California
$665K +$678K +3,396 New
GAM
1454
Gemmer Asset Management
California
$665K +$998 +5 +0.1%
ATC
1455
Advantage Trust Company
Kansas
$663K
LKBC
1456
L.K. Benson & Company
Maryland
$663K +$676K +3,387 New
YIA
1457
YHB Investment Advisors
Connecticut
$662K -$341K -1,709 -34%
EIP
1458
Ellis Investment Partners
Pennsylvania
$662K -$29.7K -149 -4%
PSF
1459
Pacific Sun Financial
California
$660K -$3.99K -20 -0.6%
FM
1460
Foster & Motley
Ohio
$660K -$21.2K -106 -3%
IBOK
1461
Independence Bank of Kentucky
Kentucky
$658K +$399K +2,000 +147%
VNA
1462
Valley National Advisers
Pennsylvania
$658K
HI
1463
Hoey Investments
Pennsylvania
$658K +$8.98K +45 +1%
WCP
1464
Wick Capital Partners
Pennsylvania
$657K +$200 +1 +0%
NEWAS
1465
N.E.W. Advisory Services
Wisconsin
$656K +$57.5K +288 +9%
TSW
1466
Thompson Siegel & Walmsley
Virginia
$656K +$48.9K +245 +8%
HA
1467
HFG Advisors
Ohio
$654K -$135K -674 -17%
TMWM
1468
Taylor & Morgan Wealth Management
Michigan
$652K +$1.4K +7 +0.2%
FLP
1469
Financial Life Planners
Arizona
$651K +$663K +3,322 New
BMD
1470
Better Money Decisions
New Mexico
$648K -$28.9K -145 -4%
HNB
1471
Hilltop National Bank
Wyoming
$647K +$25.4K +127 +4%
AL
1472
ACAS LLC
California
$646K -$40.5K -203 -6%
NL
1473
NVWM LLC
Pennsylvania
$646K
B
1474
Bensler
Washington
$643K +$998 +5 +0.2%
ADL
1475
Asset Dedication LLC
California
$642K -$102K -512 -14%

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.