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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
NFP
1876
Narus Financial Partners
Utah
$312K -$12K -60 -4%
WCM
1877
Weaver Capital Management
Georgia
$311K +$317K +1,590 New
AIM
1878
Acropolis Investment Management
Missouri
$311K +$599 +3 +0.2%
WCM
1879
Whitener Capital Management
North Carolina
$310K +$31.7K +159 +11%
MCM
1880
Manchester Capital Management
Vermont
$309K -$3.99K -20 -1%
NPT
1881
Nixon Peabody Trust
Massachusetts
$308K +$314K +1,575 New
HS
1882
Horan Securities
United States
$308K +$399 +2 +0.1%
TI
1883
Truepoint Inc
Ohio
$308K -$49.7K -249 -14%
WMA
1884
Wealth Management Associates
New Jersey
$307K +$200 +1 +0.1%
WG
1885
Watchman Group
Texas
$307K +$8.19K +41 +3%
PCS
1886
Private Client Services
Kentucky
$307K -$47.7K -239 -13%
LBC
1887
Leigh Baldwin & Co
New York
$306K +$312K +1,565 New
BFG
1888
Bouchey Financial Group
New York
$306K -$20K -100 -6%
KG
1889
Kilter Group
New York
$306K +$312K +1,563 New
LCWP
1890
Legacy Capital Wealth Partners
Arkansas
$306K -$2.79K -14 -0.9%
MCM
1891
Mattern Capital Management
Colorado
$305K -$61.3K -307 -16%
HFA
1892
High Falls Advisors
New York
$305K
SIA
1893
SeaBridge Investment Advisors
New Jersey
$304K +$310K +1,554 New
TIM
1894
Tortoise Investment Management
New York
$304K -$41.9K -210 -12%
AV
1895
Aspiring Ventures
Ohio
$304K +$305K +1,528 New
EGA
1896
Eagle Global Advisors
Texas
$304K -$80.7K -404 -21%
IAS
1897
Insigneo Advisory Services
Florida
$302K -$106K -529 -26%
CJ
1898
Caitlin John
Michigan
$302K +$998 +5 +0.3%
WW
1899
Waterfront Wealth
Kansas
$302K -$6.99K -35 -2%
IFPG
1900
Intrepid Financial Planning Group
Indiana
$302K

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.