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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
NCFG
1501
New Century Financial Group
New Jersey
$610K -$129K -646 -17%
WCM
1502
Winebrenner Capital Management
Kentucky
$609K +$621K +3,112 New
HA
1503
Helium Advisors
Washington
$608K +$620K +3,107 New
SWM
1504
Schwallier Wealth Management
Michigan
$608K +$4.19K +21 +0.7%
BOJHT
1505
Bank of Jackson Hole Trust
Wyoming
$608K +$620K +3,105 New
S
1506
SimplyRich
California
$607K
BAM
1507
BTS Asset Management
Massachusetts
$602K +$614K +3,073 New
EWA
1508
ERTS Wealth Advisors
Michigan
$601K +$239K +1,195 +64%
DC
1509
Dahring Cusmano
Michigan
$600K +$612K +3,065 New
SFP
1510
Sterling Financial Planning
New Jersey
$600K -$13K -65 -2%
RFA
1511
Rollins Financial Advisors
New York
$598K +$15.4K +77 +3%
VIM
1512
Vista Investment Management
Pennsylvania
$597K -$21.6K -108 -3%
HAIM
1513
Hunter Associates Investment Management
Pennsylvania
$597K
CWP
1514
Cyndeo Wealth Partners
Florida
$597K -$9.38K -47 -2%
CGPCS
1515
Capital Group Private Client Services
California
$595K +$998 +5 +0.2%
JCFM
1516
JBR Co Financial Management
Oklahoma
$595K
JC
1517
JB Capital
Connecticut
$595K +$13.4K +67 +2%
Russell Investments Group
1518
Russell Investments Group
United Kingdom
$594K +$106K +529 +21%
MTWM
1519
Masso Torrence Wealth Management
New Jersey
$593K -$39.7K -199 -6%
IWA
1520
Icon Wealth Advisors
Texas
$592K
AF
1521
Aviso Financial
Ontario, Canada
$592K +$165K +826 +38%
FA
1522
Financial Alternatives
California
$591K -$25.4K -127 -4%
SC
1523
Saiph Capital
New Jersey
$590K -$21.8K -109 -3%
LWM
1524
Lakeridge Wealth Management
Ohio
$589K +$6.19K +31 +1%
HFO
1525
Heritage Family Offices
Arizona
$589K

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.