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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
IF
1551
Intrua Financial
Texas
$565K -$270K -1,354 -32%
PL
1552
Plancorp LLC
Missouri
$565K +$231K +1,157 +67%
CF
1553
Convergence Financial
Missouri
$564K -$36.7K -184 -6%
CIM
1554
Cambria Investment Management
California
$564K +$575K +2,879 New
EF
1555
Empowered Funds
Pennsylvania
$564K +$575K +2,879 New
PWM
1556
Praetorian Wealth Management
California
$564K +$575K +2,879 New
DWM
1557
Darwin Wealth Management
Florida
$561K -$169K -847 -23%
1W
1558
1776 Wealth
Georgia
$560K
SPF
1559
South Plains Financial
Texas
$559K +$570K +2,856 New
DAS
1560
Diversify Advisory Services
Utah
$559K -$18.4K -92 -3%
PWM
1561
PBMares Wealth Management
Virginia
$559K +$14.2K +71 +3%
HFS
1562
Hopwood Financial Services
Virginia
$558K +$569K +2,852 New
AIA
1563
AssuredPartners Investment Advisors
Florida
$558K +$569K +2,848 New
SOS
1564
Silver Oak Securities
Tennessee
$556K +$140K +699 +33%
BOPW
1565
Brandywine Oak Private Wealth
Pennsylvania
$554K +$200 +1 +0%
IWA
1566
IBEX Wealth Advisors
New Jersey
$552K +$563K +2,820 New
CBB
1567
Citizens Business Bank
California
$552K +$541K +2,709 New
AWAG
1568
ARS Wealth Advisors Group
Florida
$552K +$19.6K +98 +4%
BFC
1569
Bedel Financial Consulting
Indiana
$551K +$83.7K +419 +18%
TH
1570
Team Hewins
California
$550K +$281K +1,409 +100%
GF
1571
Gimbal Financial
Indiana
$549K -$117K -584 -17%
SLC
1572
Second Line Capital
Louisiana
$549K +$559K +2,802 New
LW
1573
Libra Wealth
California
$548K
AGP
1574
Autumn Glory Partners
Texas
$547K +$3.99K +20 +0.7%
GFWA
1575
Grey Fox Wealth Advisors
Delaware
$547K +$44.9K +225 +9%

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.