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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
SPWG
1801
Syntegra Private Wealth Group
Missouri
$359K -$4.99K -25 -1%
RF
1802
RHS Financial
California
$359K -$5.19K -26 -1%
CWM
1803
Campbell Wealth Management
Virginia
$358K +$85.9K +430 +31%
GCA
1804
Gallagher Capital Advisors
Texas
$358K +$365K +1,828 New
CHC
1805
City Holding Co
West Virginia
$358K -$15.6K -78 -4%
WCAMG
1806
Woodard & Company Asset Management Group
North Carolina
$357K
PA
1807
Parkside Advisors
California
$357K -$4.19K -21 -1%
MWPCG
1808
Measured Wealth Private Client Group
New Hampshire
$357K
IFPL
1809
Investments & Financial Planning LLC
Kentucky
$357K -$8.59K -43 -2%
JWM
1810
Jupiter Wealth Management
Colorado
$357K
RCM
1811
Richardson Capital Management
Wisconsin
$356K +$26.2K +131 +8%
EF
1812
Elite Financial
Idaho
$356K +$363K +1,820 New
HGERS
1813
Householder Group Estate & Retirement Specialist
Arizona
$355K -$141K -706 -28%
HBT
1814
Hills Bank & Trust
Iowa
$354K -$1.2K -6 -0.3%
LWM
1815
Lyell Wealth Management
California
$354K +$13.4K +67 +4%
FA
1816
Faithward Advisors
Pennsylvania
$353K +$36.1K +181 +11%
BIA
1817
Benchmark Investment Advisors
Illinois
$351K +$799 +4 +0.2%
APC
1818
Asset Planning Corporation
Tennessee
$350K -$28.8K -144 -7%
CC
1819
Courier Capital
New York
$350K +$47.9K +240 +16%
HAS
1820
Holland Advisory Services
Florida
$349K
NFSG
1821
Newbridge Financial Services Group
Florida
$348K +$355K +1,777 New
CPSC
1822
Carl P. Sherr & Co
Massachusetts
$348K
IAP
1823
Indie Asset Partners
Indiana
$346K -$4.79K -24 -1%
NCM
1824
NCM Capital Management
New Jersey
$345K
IAMOG
1825
Investors Asset Management of Georgia
Georgia
$344K +$1.8K +9 +0.5%

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.