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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
IFA
1751
Index Fund Advisors
California
$391K
TW
1752
TritonPoint Wealth
Maryland
$390K +$24.4K +122 +7%
SAM
1753
Seelaus Asset Management
New Jersey
$390K +$14K +70 +4%
CWA
1754
Continuum Wealth Advisors
New York
$387K
LC
1755
Lindbrook Capital
California
$387K +$54.1K +271 +16%
CAG
1756
Curtis Advisory Group
California
$387K +$20K +100 +5%
FA
1757
Fermata Advisors
California
$386K +$200 +1 +0.1%
WE
1758
Wealth Effects
Massachusetts
$386K
ECA
1759
Elevated Capital Advisors
Utah
$386K -$6.99K -35 -2%
FFP
1760
FourThought Financial Partners
Florida
$384K -$20K -100 -5%
CA
1761
Claro Advisors
Massachusetts
$384K -$395K -1,978 -50%
ICP
1762
Interchange Capital Partners
Pennsylvania
$384K -$2K -10 -0.5%
CCMG
1763
Clark Capital Management Group
Pennsylvania
$383K +$84.3K +422 +28%
CNBT
1764
Canandaigua National Bank & Trust
New York
$381K +$27.8K +139 +8%
CF
1765
Clarity Financial
Texas
$381K +$57.7K +289 +17%
RF
1766
Robinswood Financial
Washington
$380K +$998 +5 +0.3%
AIM
1767
Aspen Investment Management
Michigan
$380K
FGWP
1768
Founders Grove Wealth Partners
Virginia
$379K +$387K +1,937 New
T. Rowe Price Associates
1769
T. Rowe Price Associates
Maryland
$378K
HCMG
1770
Howard Capital Management Group
California
$377K +$86.1K +431 +29%
SAM
1771
SignalPoint Asset Management
Missouri
$377K -$90.2K -452 -19%
SP
1772
Symmetry Partners
Connecticut
$377K -$215K -1,076 -36%
WF
1773
Welch & Forbes
Massachusetts
$376K
AWM
1774
Alterna Wealth Management
Texas
$374K -$305K -1,530 -44%
TSWM
1775
Tyler-Stone Wealth Management
Ohio
$373K -$86.7K -434 -19%

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.