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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
KPP
1901
Kings Path Partners
Texas
$301K -$21.4K -107 -7%
RPWA
1902
Regent Peak Wealth Advisors
Georgia
$300K +$31.1K +156 +11%
HC
1903
Hamilton Capital
Ohio
$298K -$2.79K -14 -0.9%
FCM
1904
Fourpath Capital Management
Oklahoma
$298K +$599 +3 +0.2%
PWM
1905
Provident Wealth Management
Tennessee
$298K +$2.2K +11 +0.7%
IIM
1906
Ipswich Investment Management
Massachusetts
$298K
WA
1907
WP Advisors
California
$298K +$998 +5 +0.3%
BWP
1908
Bernardo Wealth Planning
Pennsylvania
$297K +$200 +1 +0.1%
AC
1909
Asio Capital
Kentucky
$297K
CFSG
1910
Community Financial Services Group
Vermont
$295K -$189K -947 -39%
MAM
1911
MWA Asset Management
Massachusetts
$295K -$37.9K -190 -11%
NWA
1912
New World Advisors
Massachusetts
$295K -$9.58K -48 -3%
BP
1913
BBR Partners
New York
$294K
OFG
1914
Omega Financial Group
California
$294K +$200 +1 +0.1%
FPCP
1915
Fort Point Capital Partners
California
$294K -$111K -555 -27%
TNBTD
1916
Trustmark National Bank Trust Department
Mississippi
$294K
PPC
1917
Pennington Partners & Co
Maryland
$294K +$299K +1,500 New
ATC
1918
Adirondack Trust Company
New York
$294K +$39.5K +198 +15%
KWM
1919
Keebeck Wealth Management
Illinois
$293K -$5.99K -30 -2%
GF
1920
GGM Financials
Ohio
$291K +$17.6K +88 +6%
CG
1921
CFO4Life Group
Texas
$290K +$998 +5 +0.3%
OCM
1922
One Capital Management
California
$289K +$44.9K +225 +18%
BAM
1923
Bosun Asset Management
Illinois
$288K
OPTFSNA
1924
Old Point Trust & Financial Services N A
Virginia
$288K +$293K +1,470 New
SPW
1925
Sonoma Private Wealth
California
$287K -$1.2K -6 -0.4%

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.