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Vanguard Dividend Appreciation ETF
VIG

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: 245 → 278 (+33)

10% more funds holding

Funds holding: 2,102 → 2,317 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$720M
2
Prudential Financial
Prudential Financial
New Jersey
+$316M
3
Wells Fargo
Wells Fargo
California
+$166M
4
JP Morgan Chase
JP Morgan Chase
New York
+$82M
5
IAA
Independent Advisor Alliance
North Carolina
+$79M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$106M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$61.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$48.8M
4
MFIM
Mesirow Financial Investment Management
Illinois
-$33.8M
5
KAS
Kestra Advisory Services
Texas
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1776
Stonebridge Capital Advisors
Minnesota
$371K +$26.4K +132 +7%
BBPWM
1777
Blue Bell Private Wealth Management
Pennsylvania
$371K +$3K +15 +0.8%
AWM
1778
Ariadne Wealth Management
California
$370K – – –
LAMNM
1779
Longview Asset Management (New Mexico)
New Mexico
$370K +$377K +1,889 New
SDAM
1780
Shulman DeMeo Asset Management
New York
$370K +$399 +2 +0.1%
WIA
1781
Wealthedge Investment Advisors
New York
$368K +$375K +1,879 New
GWM
1782
Gibbs Wealth Management
Georgia
$368K -$28.4K -142 -7%
ECA
1783
Elevation Capital Advisory
Oregon
$368K +$375K +1,879 New
WMP
1784
Wealth Management Partners
Arizona
$366K -$15.4K -77 -4%
PFA
1785
Portland Financial Advisors
New York
$366K +$373K +1,870 New
APA
1786
Astoria Portfolio Advisors
New York
$366K +$62.3K +312 +20%
LWM
1787
Level Wealth Management
North Carolina
$365K +$372K +1,863 New
WA
1788
Wealthstream Advisors
New York
$365K -$3.59K -18 -1%
PCM
1789
Pennsylvania Capital Management
Pennsylvania
$363K +$3.79K +19 +1%
GAM
1790
Grandview Asset Management
Pennsylvania
$363K +$370K +1,853 New
SFG
1791
Sage Financial Group
Pennsylvania
$363K -$998 -5 -0.3%
EFG
1792
Everhart Financial Group
Ohio
$363K – – –
CQWA
1793
Chokshi & Queen Wealth Advisors
California
$363K +$370K +1,853 New
TFA
1794
Teamwork Financial Advisors
Texas
$362K +$2.6K +13 +0.7%
VW
1795
Veridan Wealth
Oregon
$362K +$358K +1,794 New
BC
1796
Barnett & Company
Tennessee
$362K – – –
FNC
1797
First National Corp
Massachusetts
$360K – – –
TI
1798
tru Independence
Oregon
$360K +$1.2K +6 +0.3%
AR
1799
Apeiron RIA
Texas
$360K – – –
LCM
1800
Liberty Capital Management
Michigan
$359K – – –
70 71
72
73 74

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.