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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
OAS
1851
Optivise Advisory Services
Tennessee
$326K +$20.6K +103 +7%
WBC
1852
West Branch Capital
Massachusetts
$326K – – –
BCFS
1853
Butensky & Cohen Financial Security
Florida
$326K -$6.79K -34 -2%
GC
1854
GatePass Capital
Ohio
$324K +$330K +1,655 New
SFG
1855
Sather Financial Group
Texas
$323K +$98.8K +495 +43%
SWM
1856
Stockman Wealth Management
Montana
$323K +$14.8K +74 +5%
LWA
1857
Lineweaver Wealth Advisors
Ohio
$321K +$2.2K +11 +0.7%
MAS
1858
Meeder Advisory Services
Ohio
$320K -$37.3K -187 -10%
JSW
1859
Journey Strategic Wealth
New Jersey
$320K +$27.6K +138 +9%
TFP
1860
Tilia Fiduciary Partners
North Carolina
$318K -$28.2K -141 -8%
LA
1861
Lakeside Advisors
Washington
$318K – – –
WC
1862
Whitney & Co
New York
$318K +$1.8K +9 +0.6%
LHWM
1863
Lake Hills Wealth Management
Texas
$318K – – –
DE
1864
Diversified Enterprises
Delaware
$318K +$324K +1,622 New
MPCL
1865
My Personal CFO LLC
Washington
$317K +$200 +1 +0.1%
SFG
1866
Shum Financial Group
California
$317K +$7.59K +38 +2%
GI
1867
GAMMA Investing
California
$317K – – –
GWS
1868
Glassman Wealth Services
Virginia
$316K – – –
Deutsche Bank
1869
Deutsche Bank
Germany
$314K – – –
IPW
1870
Intergy Private Wealth
Colorado
$314K – – –
SWM
1871
SpringVest Wealth Management
Texas
$313K +$319K +1,600 New
DFS
1872
Dixon Fnancial Services
California
$313K – – –
FFA
1873
Fragasso Financial Advisors
Pennsylvania
$313K +$1.6K +8 +0.5%
CWG
1874
Cornerstone Wealth Group
North Carolina
$313K +$319K +1,598 New
SM
1875
Sensible Money
Arizona
$313K – – –
73 74
75
76 77

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.