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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
FWM
1651
Focused Wealth Management
New York
$467K +$3.19K +16 +0.7%
PCTC
1652
Perkins Coie Trust Company
Washington
$466K
AFS
1653
Access Financial Services
Minnesota
$465K +$23K +115 +5%
PIM
1654
Penobscot Investment Management
Massachusetts
$463K -$998 -5 -0.2%
RA
1655
Ransom Advisory
Rhode Island
$463K -$120K -600 -20%
M
1656
MYeCFO
California
$463K -$28.9K -145 -6%
LA
1657
Legacy Advisors
Pennsylvania
$462K +$100K +501 +27%
ACA
1658
American Capital Advisory
Idaho
$462K +$4.79K +24 +1%
RA
1659
Rise Advisors
New York
$461K +$3.99K +20 +0.9%
TBWA
1660
Three Bridge Wealth Advisors
California
$460K
CAM
1661
Creekmur Asset Management
Illinois
$460K +$200 +1 +0%
LIWM
1662
Long Island Wealth Management
New York
$460K +$200 +1 +0%
ACP
1663
Aveo Capital Partners
Colorado
$460K +$234K +1,174 +100%
MWM
1664
Manske Wealth Management
Texas
$456K +$465K +2,330 New
Chevy Chase Trust
1665
Chevy Chase Trust
Maryland
$455K
KFI
1666
Key Financial Inc
Pennsylvania
$455K
CIA
1667
Cape Investment Advisory
Georgia
$454K +$57.1K +286 +14%
CFB
1668
Cullen/Frost Bankers
Texas
$453K +$310K +1,552 +203%
AG
1669
Ascent Group
Virginia
$453K -$195K -975 -30%
SWA
1670
Sightline Wealth Advisors
Connecticut
$452K +$3.99K +20 +0.9%
BAM
1671
Berkshire Asset Management
Pennsylvania
$448K -$16.4K -82 -4%
I
1672
InvesTrust
Oklahoma
$448K +$457K +2,288 New
JWS
1673
Juncture Wealth Strategies
Arizona
$448K +$230K +1,152 +102%
RCI
1674
RS Crum Inc
California
$447K +$17K +85 +4%
FWM
1675
ForthRight Wealth Management
Georgia
$444K -$2.4K -12 -0.5%

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.