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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
CGF
1601
Constant Guidance Financial
Massachusetts
$519K -$6.59K -33 -1%
First Trust Advisors
1602
First Trust Advisors
Illinois
$516K +$526K +2,636 New
DF
1603
Dunhill Financial
United Kingdom
$515K +$60.3K +302 +13%
GM
1604
GeoWealth Management
Illinois
$514K -$308K -1,544 -37%
MCM
1605
Mengis Capital Management
Oregon
$511K +$399 +2 +0.1%
LWP
1606
LMG Wealth Partners
Louisiana
$509K
MMPW
1607
Mitchell McLeod Pugh & Williams
Alabama
$508K +$35.1K +176 +7%
GPA
1608
Guidance Point Advisors
Massachusetts
$508K +$38.7K +194 +8%
BCG
1609
Breakwater Capital Group
New Jersey
$507K
PRP
1610
Peak Retirement Planning
Ohio
$506K +$516K +2,586 New
BCCM
1611
Bridge Creek Capital Management
Massachusetts
$506K -$133K -665 -20%
NLWP
1612
Next Level Wealth Planning
Idaho
$505K +$515K +2,579 New
PWP
1613
Phillips Wealth Planners
Mississippi
$505K -$38.5K -193 -7%
FWM
1614
Foguth Wealth Management
Michigan
$505K +$498K +2,496 New
MWM
1615
MBE Wealth Management
Wisconsin
$501K -$3.19K -16 -0.6%
MCWS
1616
McKinley Carter Wealth Services
West Virginia
$501K
KCM
1617
Kathmere Capital Management
Pennsylvania
$498K +$131K +657 +35%
LWA
1618
Lowe Wealth Advisors
Maryland
$497K +$3K +15 +0.6%
AFG
1619
ABLE Financial Group
Arizona
$495K -$12.8K -64 -2%
WFA
1620
Websterrogers Financial Advisors
South Carolina
$494K
CFS
1621
Cannon Financial Strategists
Georgia
$493K +$13K +65 +3%
PWH
1622
Priebe Wealth Holdings
Minnesota
$493K -$9.38K -47 -2%
PWA
1623
Physician Wealth Advisors
Utah
$491K +$399 +2 +0.1%
QWM
1624
Quadcap Wealth Management
Texas
$490K -$24.8K -124 -5%
BBA
1625
BLB&B Advisors
Pennsylvania
$490K -$5.99K -30 -1%

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.