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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
WFP
1951
Wrenne Financial Planning
Kentucky
$275K
EWP
1952
Elevation Wealth Partners
California
$275K +$2.4K +12 +0.9%
AIA
1953
Alternative Investment Advisors
Florida
$275K +$599 +3 +0.2%
MWM
1954
Maripau Wealth Management
Indiana
$274K +$280K +1,400 New
EC
1955
Enhancing Capital
Pennsylvania
$274K +$280K +1,400 New
MWA
1956
Midland Wealth Advisors
Illinois
$273K -$20K -100 -7%
WCF
1957
West Coast Financial
California
$272K -$149K -744 -35%
PPW
1958
Parcion Private Wealth
Washington
$272K
CMMS
1959
Comprehensive Money Management Services
Florida
$272K +$278K +1,390 New
SFP
1960
SwitchPoint Financial Planning
Utah
$272K +$277K +1,388 New
UFA
1961
Uptown Financial Advisors
Texas
$271K +$276K +1,384 New
SHWM
1962
Smith & Howard Wealth Management
Georgia
$271K
JEST
1963
JTC Employer Solutions Trustee
Jersey
$269K
MCCP
1964
Mission Creek Capital Partners
California
$268K +$9.98K +50 +4%
CAG
1965
Compass Advisory Group
New York
$268K +$31.7K +159 +13%
BFG
1966
Baron Financial Group
New Jersey
$268K
SWMP
1967
Signature Wealth Management Partners
New Jersey
$267K +$5.79K +29 +2%
5W
1968
5T Wealth
California
$266K +$271K +1,356 New
OPA
1969
Old Port Advisors
Maine
$264K -$4.99K -25 -2%
PCA
1970
Peddock Capital Advisors
Massachusetts
$262K
KFG
1971
Kropog Financial Group
Louisiana
$262K +$267K +1,336 New
WF
1972
Wayfinding Financial
Washington
$261K +$266K +1,334 New
CWA
1973
Clearview Wealth Advisors
Oregon
$261K +$4.39K +22 +2%
TF
1974
Tenon Financial
New Jersey
$260K +$267K +1,336 New
NRC
1975
New Republic Capital
North Carolina
$260K +$57.1K +286 +27%

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.