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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
SWM
2051
SK Wealth Management
Rhode Island
$229K
KWMG
2052
King Wealth Management Group
Florida
$229K +$233K +1,168 New
LJAC
2053
L.J. Altfest & Co
New York
$229K +$1.8K +9 +0.8%
MCM
2054
Marathon Capital Management
Maryland
$229K
VW
2055
Vance Wealth
California
$229K
NLP
2056
Next Level Private
New York
$228K +$1.6K +8 +0.7%
LOPW
2057
Live Oak Private Wealth
North Carolina
$228K +$9.98K +50 +4%
PEA
2058
Park Edge Advisors
Ohio
$227K +$1.2K +6 +0.5%
WIM
2059
Waverton Investment Management
United Kingdom
$227K
AFA
2060
Alpha Financial Advisors
North Carolina
$227K
AWM
2061
Able Wealth Management
New Jersey
$226K -$34.5K -173 -13%
EWM
2062
Elevatus Welath Management
New York
$226K +$399 +2 +0.2%
PWPS
2063
Pinnacle Wealth Planning Services
Ohio
$226K +$230K +1,152 New
NRG
2064
Nemes Rush Group
Michigan
$225K +$18.8K +94 +9%
AA
2065
AF Advisors
California
$225K
B
2066
BetterWealth
California
$225K
FFA
2067
Fortune Financial Advisors
Kansas
$225K +$229K +1,148 New
KPWG
2068
KFA Private Wealth Group
Virginia
$225K -$1.2K -6 -0.5%
GSEP
2069
Golden State Equity Partners
California
$222K +$189K +945 +495%
ES
2070
ETF Store
Kansas
$220K -$167K -838 -43%
HCWM
2071
Hidden Cove Wealth Management
Washington
$219K +$223K +1,117 New
FWM
2072
FFT Wealth Management
Pennsylvania
$218K +$222K +1,112 New
MSF
2073
Mustard Seed Financial
Arkansas
$218K +$222K +1,111 New
VFG
2074
V2 Financial group
Illinois
$215K
1832 Asset Management
2075
1832 Asset Management
Ontario, Canada
$215K -$129K -648 -37%

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.