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
SDWMA
1701
Schneider Downs Wealth Management Advisors
Pennsylvania
$424K -$74.5K -373 -15%
DIA
1702
Dana Investment Advisors
Wisconsin
$423K -$86.5K -433 -17%
GFG
1703
Grantvest Financial Group
New Jersey
$423K +$432K +2,162 New
CRWM
1704
Castle Rock Wealth Management
California
$423K -$104K -523 -20%
HWMO
1705
Heritage Wealth Management (Ohio)
Ohio
$421K -$12.8K -64 -3%
AT
1706
American Trust
Kentucky
$420K +$429K +2,147 New
MFS
1707
Madrona Financial Services
Washington
$420K
SSWM
1708
Strait & Sound Wealth Management
California
$420K -$39.3K -197 -8%
ERIC
1709
Eagle Rock Investment Company
Georgia
$419K
DFG
1710
Delta Financial Group
New Jersey
$419K +$427K +2,140 New
BI
1711
Beckerman Institutional
New Jersey
$418K
AFW
1712
Atlantic Family Wealth
Florida
$417K +$425K +2,130 New
FBT
1713
First Bank & Trust
South Dakota
$416K +$7.99K +40 +2%
SWA
1714
SFMG Wealth Advisors
Texas
$416K +$21.8K +109 +5%
CWM
1715
Cahaba Wealth Management
Georgia
$416K -$37.3K -187 -8%
BMM
1716
Buffington Mohr McNeal
Idaho
$415K -$16.2K -81 -4%
BCMO
1717
Buckingham Capital Management (Ohio)
Ohio
$414K +$422K +2,114 New
CWM
1718
Crowley Wealth Management
Delaware
$413K +$421K +2,111 New
PPW
1719
Presilium Private Wealth
Pennsylvania
$412K -$3.99K -20 -0.9%
WPC
1720
White Pine Capital
Minnesota
$412K +$15K +75 +4%
MCFP
1721
Mallini Complete Financial Planning
Florida
$411K
DAC
1722
Dividend Assets Capital
South Carolina
$411K -$12K -60 -3%
CSIC
1723
Clifford Swan Investment Counsel
California
$411K
SEP
1724
Southland Equity Partners
Missouri
$410K +$1.2K +6 +0.3%
NA
1725
Nestegg Advisors
New York
$410K +$405K +2,031 New

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.