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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
SFB
2026
STAR Financial Bank
Indiana
$236K
KCP
2027
Kera Capital Partners
California
$236K +$241K +1,205 New
RWMG
2028
Redwood Wealth Management Group
New Jersey
$236K
CFS
2029
Commonwealth Financial Services
West Virginia
$235K -$21.6K -108 -8%
AWA
2030
Archvest Wealth Advisors
California
$235K -$110K -550 -31%
SIA
2031
Spectrum Investment Advisors
Wisconsin
$235K
WMWM
2032
Wilkins Miller Wealth Management
Alabama
$235K +$240K +1,200 New
SIS
2033
Sound Income Strategies
Florida
$234K +$16.2K +81 +7%
RWS
2034
Resolute Wealth Strategies
Mississippi
$234K +$2.2K +11 +0.9%
FCCM
2035
First City Capital Management
Georgia
$234K
FCG
2036
Financial Connections Group
California
$234K
BCG
2037
Bravias Capital Group
New Jersey
$234K +$231K +1,157 New
TWM
2038
Triton Wealth Management
Arizona
$234K
BEW
2039
Burton Enright Welch
California
$234K +$238K +1,193 New
FF
2040
Francis Financial
$233K -$72.9K -365 -23%
RB
2041
Rodgers Brothers
Pennsylvania
$233K +$238K +1,190 New
BHWA
2042
Beacon Harbor Wealth Advisors
Virginia
$232K +$237K +1,187 New
BTWM
2043
Brass Tax Wealth Management
Ohio
$232K
CWA
2044
Cura Wealth Advisors
Illinois
$232K +$236K +1,184 New
BL
2045
Balentine LLC
Georgia
$232K
NC
2046
Napatree Capital
Rhode Island
$231K +$236K +1,180 New
FPGT
2047
Financial Partners Group (Tennessee)
Tennessee
$231K
TNA
2048
True North Advisors
Texas
$230K
WF
2049
WoodTrust Financial
Wisconsin
$230K -$79.9K -400 -25%
VIP
2050
Vista Investment Partners
Oklahoma
$230K +$200 +1 +0.1%

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.