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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
TWM
1526
Tanager Wealth Management
United Kingdom
$588K +$55.1K +276 +10%
GFP
1527
Gryphon Financial Partners
Ohio
$587K -$64.7K -324 -10%
BWA
1528
BCU Wealth Advisors
Illinois
$585K +$3.39K +17 +0.6%
SIC
1529
Samalin Investment Counsel
New York
$584K -$17.8K -89 -3%
MWM
1530
Merriman Wealth Management
Washington
$584K -$1.8K -9 -0.3%
SAM
1531
S.A. Mason
Michigan
$583K -$18K -90 -3%
CCC
1532
Compass Capital Corp
Massachusetts
$581K +$576K +2,885 New
KAS
1533
KPP Advisory Services
Kentucky
$580K +$399 +2 +0.1%
VWWMG
1534
Vermillion & White Wealth Management Group
Pennsylvania
$580K
AP
1535
Appleton Partners
Massachusetts
$578K -$97K -486 -14%
MIM
1536
Macroview Investment Management
Maryland
$578K +$200 +1 +0%
SIAS
1537
Summit Investment Advisory Services
Minnesota
$578K -$48.1K -241 -8%
TTWM
1538
TCV Trust & Wealth Management
Virginia
$577K
TW
1539
TrinityPoint Wealth
Connecticut
$576K +$64.7K +324 +12%
SCA
1540
Scott Capital Advisors
Oregon
$576K +$599 +3 +0.1%
JHCP
1541
Jackson Hole Capital Partners
Oklahoma
$576K +$399 +2 +0.1%
FNB
1542
Farmers National Bank
Kentucky
$574K +$585K +2,932 New
PWMG
1543
Prestige Wealth Management Group
New Jersey
$571K -$23.8K -119 -4%
OBGC
1544
O'Brien Greene & Co
Pennsylvania
$570K +$4.39K +22 +0.8%
JSAM
1545
J. Safra Asset Management
New York
$570K +$581K +2,910 New
MWP
1546
Meridian Wealth Partners
Pennsylvania
$568K -$87.2K -437 -13%
DWM
1547
Destination Wealth Management
California
$567K -$4.19K -21 -0.7%
PCM
1548
Pointe Capital Management
Michigan
$566K +$287K +1,435 +99%
FWI
1549
Facet Wealth Inc
Maryland
$565K +$14K +70 +3%
BWM
1550
BCS Wealth Management
Tennessee
$565K +$576K +2,887 New

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.