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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
CCM
1676
Chaney Capital Management
Washington
$444K
HSWS
1677
Higgins & Schmidt Wealth Strategies
Colorado
$443K
AIS
1678
Accredited Investor Services
Minnesota
$443K +$452K +2,262 New
FWM
1679
Fingerlakes Wealth Management
New York
$441K +$3.99K +20 +0.9%
ML
1680
Mayport LLC
Massachusetts
$441K -$102K -511 -19%
CWA
1681
Capital Wealth Alliance
Arizona
$438K +$229K +1,147 +105%
CIG
1682
Cairn Investment Group
Washington
$438K
AW
1683
Avion Wealth
Texas
$438K +$200 +1 +0%
QCG
1684
Quadrant Capital Group
Ohio
$437K -$81.9K -410 -16%
PCFFS
1685
Pacific Center for Financial Services
California
$437K +$2.6K +13 +0.6%
BF
1686
Blankinship & Foster
California
$437K
HIC
1687
Holderness Investments Company
North Carolina
$437K +$1.8K +9 +0.4%
DFA
1688
Davies Financial Advisors
California
$434K +$3.39K +17 +0.8%
DI
1689
Disciplined Investments
Oklahoma
$434K +$75.3K +377 +21%
MCA
1690
Magnolia Capital Advisors
Mississippi
$433K +$441K +2,210 New
MYIA
1691
Mount Yale Investment Advisors
Colorado
$432K -$382K -1,915 -46%
BFS
1692
Beacon Financial Strategies
North Carolina
$431K -$4.39K -22 -1%
EW
1693
Elyxium Wealth
California
$431K
CGFA
1694
Colton Groome Financial Advisors
North Carolina
$428K
EM
1695
Excalibur Management
Massachusetts
$428K +$48.7K +244 +13%
CCA
1696
Cobblestone Capital Advisors
New York
$427K +$436K +2,183 New
JWM
1697
Jeppson Wealth Management
California
$426K
PFP
1698
Paragon Financial Partners
California
$424K -$1.13M -5,677 -72%
IWM
1699
IMG Wealth Management
Florida
$424K +$433K +2,167 New
LWM
1700
Liberty Wealth Management
California
$424K +$3K +15 +0.7%

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.