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
GFM
151
GEN Financial Management
Minnesota
$27.9M +$28.5M +142,603 New
SIM
152
Studio Investment Management
Illinois
$27.8M +$365K +1,826 +1%
AM
153
AGF Management
Ontario, Canada
$27.7M -$247K -1,239 -0.9%
PAM
154
Prodigy Asset Management
Nebraska
$27.6M +$28.2M +141,042 New
AA
155
Advisory Alpha
Michigan
$27.3M -$201K -1,007 -0.7%
CA
156
Crane Advisory
California
$27.2M +$1.69M +8,458 +6%
NW
157
NewEdge Wealth
Pennsylvania
$27M +$61.3K +307 +0.2%
CA
158
Clearstead Advisors
Ohio
$27M +$786K +3,935 +3%
CBT
159
Crews Bank & Trust
Florida
$26M +$26.5M +132,614 New
GFL
160
Granite FO LLC
New Hampshire
$25.8M -$96.2K -482 -0.4%
NIM
161
Northeast Investment Management
Massachusetts
$25.8M +$876K +4,387 +3%
SC
162
Scotia Capital
Ontario, Canada
$25.7M +$47.7K +239 +0.2%
SFS
163
Searcy Financial Services
Kansas
$25.6M -$48.3K -242 -0.2%
AF
164
Allworth Financial
California
$25.6M +$80.5K +403 +0.3%
KFAA
165
Klaas Financial Asset Advisors
Illinois
$25M +$173K +869 +0.7%
KL
166
KilterHowling LLC
Colorado
$25M +$4.7M +23,541 +24%
MAM
167
McCarthy Asset Management
California
$24.7M -$1.13M -5,682 -4%
MA
168
Mutual Advisors
Nebraska
$24.7M +$371K +1,860 +2%
Betterment LLC
169
Betterment LLC
New York
$24.4M +$4.18M +20,917 +20%
LPAM
170
Lodestar Private Asset Management
California
$24.3M +$206K +1,030 +0.8%
CWAG
171
Compton Wealth Advisory Group
Virginia
$24.3M -$1.25M -6,246 -5%
EWA
172
EP Wealth Advisors
California
$24.1M -$1.92M -9,611 -7%
MFG
173
MTM Financial Group
Pennsylvania
$24M +$225K +1,128 +0.9%
JFA
174
JNBA Financial Advisors
Minnesota
$23.7M -$1.14M -5,717 -5%
SAMT
175
Select Asset Management & Trust
Pennsylvania
$23.6M +$1.5M +7,491 +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.