We are live on ! Find out more
VIG icon

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
BPWM
1626
Badgley Phelps Wealth Managers
Washington
$489K
WA
1627
Westfuller Advisors
New York
$489K +$2K +10 +0.4%
CTWM
1628
Cherry Tree Wealth Management
Minnesota
$488K -$40.9K -205 -8%
AWA
1629
Aaron Wealth Advisors
Illinois
$488K +$4.39K +22 +0.9%
AOWM
1630
Alpha Omega Wealth Management
Virginia
$487K +$599 +3 +0.1%
VCP
1631
Verus Capital Partners
Arizona
$487K -$8.38K -42 -2%
ABLA
1632
Alan B. Lancz & Associates
Ohio
$487K +$200 +1 +0%
BFA
1633
Beaumont Financial Advisors
Massachusetts
$487K +$84.3K +422 +20%
HPIA
1634
Hamilton Point Investment Advisors
North Carolina
$485K -$47.1K -236 -9%
DWM
1635
Denver Wealth Management
Colorado
$484K +$6.59K +33 +1%
OAM
1636
Oak Asset Management
California
$484K
VPP
1637
Vertex Planning Partners
Illinois
$484K
JJBC
1638
James J. Burns & Company
New York
$483K -$20.6K -103 -4%
PFG
1639
Pacific Financial Group
Washington
$480K -$75.5K -378 -13%
WG
1640
Welch Group
Alabama
$479K +$2.79K +14 +0.6%
RSA
1641
River Street Advisors
Illinois
$477K -$6.79K -34 -1%
PCA
1642
Prosperity Capital Advisors
Ohio
$477K -$34.1K -171 -7%
PS
1643
Planned Solutions
California
$475K
FWTB
1644
First Western Trust Bank
Colorado
$474K
DPI
1645
Diversified Portfolios Inc
Michigan
$473K -$5.79K -29 -1%
CG
1646
Clarus Group
Texas
$473K -$799 -4 -0.2%
GG
1647
Greenwood Gearhart
Arkansas
$472K +$482K +2,412 New
OWA
1648
Octavia Wealth Advisors
Ohio
$470K -$27.2K -136 -5%
HCA
1649
Heck Capital Advisors
Wisconsin
$468K
OCM
1650
Orleans Capital Management
Louisiana
$468K +$79.1K +396 +21%

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.