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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
GLLW
176
Graves Light Lenhart Wealth
Virginia
$23.5M -$205K -1,027 -0.9%
CA
177
Capital Advantage
California
$23.3M +$50.7K +254 +0.2%
PRI
178
Prepared Retirement Institute
Pennsylvania
$23.2M +$2.21M +11,064 +10%
MA
179
Montag & Associates
Georgia
$22.8M -$228K -1,140 -1%
CTC
180
Central Trust Company
Missouri
$22.8M -$974K -4,879 -4%
CA
181
Cornerstone Advisory
Maryland
$22.6M +$9.93M +49,754 +82%
WBG
182
Wharton Business Group
Pennsylvania
$22.5M +$48.9K +245 +0.2%
EWA
183
EverSource Wealth Advisors
Alabama
$22.4M -$2.1M -10,529 -8%
AAS
184
Annex Advisory Services
Wisconsin
$22.3M +$40.5K +203 +0.2%
REMPR
185
Roof Eidam Maycock Peralta (REMP)
California
$22M +$207K +1,038 +0.9%
ASG
186
Ariston Services Group
California
$22M
JWCA
187
J.W. Cole Advisors
Florida
$21.9M +$390K +1,952 +2%
JSL
188
JT Stratford LLC
Georgia
$21.9M +$861K +4,314 +4%
ANTB
189
AMG National Trust Bank
Colorado
$21.7M +$231K +1,155 +1%
CFGSD
190
Compass Financial Group (South Dakota)
South Dakota
$21.7M +$84.7K +424 +0.4%
Comerica Bank
191
Comerica Bank
Texas
$21.5M +$231K +1,158 +1%
GB
192
Goepper Burkhardt
South Carolina
$21.3M -$22.4K -112 -0.1%
CCM
193
Coldstream Capital Management
Washington
$21.3M +$35.5K +178 +0.2%
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$21.2M -$9.28M -46,499 -30%
NF
195
Nikulski Financial
Iowa
$20.7M -$141K -708 -0.7%
RWP
196
RWA Wealth Partners
Massachusetts
$20.6M -$259K -1,296 -1%
ASN
197
Advisory Services Network
Georgia
$20.6M +$881K +4,414 +4%
WWM
198
Western Wealth Management
Colorado
$20.6M -$483K -2,418 -2%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$20.5M +$748K +3,745 +4%
OIA
200
OneDigital Investment Advisors
Kansas
$20.5M -$794K -3,979 -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.