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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
AWMG
1576
Alliance Wealth Management Group
New Jersey
$547K
TCM
1577
Towercrest Capital Management
Pennsylvania
$547K
RAS
1578
RPS Advisory Solutions
Kentucky
$544K +$1.2K +6 +0.2%
BCM
1579
Brookmont Capital Management
Texas
$544K -$330K -1,653 -37%
AMCA
1580
Arthur M. Cohen & Associates
Illinois
$540K -$4.99K -25 -0.9%
CANC
1581
Culbertson A N & Co
Virginia
$540K
VAF
1582
Values Added Financial
District of Columbia
$540K +$225K +1,125 +69%
CVA
1583
Central Valley Advisors
California
$539K -$9.98K -50 -2%
MAM
1584
McLean Asset Management
Virginia
$536K +$399 +2 +0.1%
SSW
1585
Stone Summit Wealth
Florida
$535K -$20K -100 -4%
LWA
1586
LifeGoal Wealth Advisors
New York
$533K +$543K +2,721 New
CAM
1587
Covenant Asset Management
New Jersey
$532K +$25K +125 +5%
TWM
1588
Topsail Wealth Management
North Carolina
$530K +$540K +2,705 New
RTL
1589
Red Tortoise LLC
Georgia
$528K +$2.2K +11 +0.4%
VWA
1590
VSM Wealth Advisory
Maryland
$526K +$537K +2,688 New
AFA
1591
Avant Financial Advisors
Texas
$526K +$536K +2,685 New
TWP
1592
Total Wealth Planning
Ohio
$525K +$7.99K +40 +2%
SWM
1593
Sugarloaf Wealth Management
Georgia
$524K -$8.59K -43 -2%
CCM
1594
Condor Capital Management
New Jersey
$524K
BFP
1595
Beacon Financial Planning
Massachusetts
$521K -$9.18K -46 -2%
OL
1596
Optas LLC
Texas
$521K
AW
1597
Alteri Wealth
California
$521K +$531K +2,662 New
TLA
1598
Tanglewood Legacy Advisors
Texas
$521K +$118K +592 +29%
HDIM
1599
Hanson & Doremus Investment Management
Vermont
$520K -$68.9K -345 -12%
CWP
1600
Curated Wealth Partners
California
$519K

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.