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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
OWA
2076
One Wealth Advisors
California
$215K -$799 -4 -0.4%
PSA
2077
Plum Street Advisors
Louisiana
$215K -$5.99K -30 -3%
LDB
2078
Lee, Danner & Bass
Tennessee
$215K +$219K +1,095 New
PPH
2079
Pure Portfolios Holdings
Oregon
$214K
ANB
2080
Amarillo National Bank
Texas
$213K
FFG
2081
First Financial Group
North Carolina
$212K +$217K +1,085 New
Balyasny Asset Management
2082
Balyasny Asset Management
Illinois
$212K +$216K +1,084 New
VFG
2083
Victory Financial Group
Texas
$212K +$216K +1,084 New
CWP
2084
Core Wealth Partners
California
$212K
AWM
2085
Accurate Wealth Management
Florida
$212K -$799 -4 -0.4%
SWM
2086
Stark Wealth Management
Pennsylvania
$212K +$216K +1,081 New
SFSG
2087
Sound Financial Strategies Group
Mississippi
$212K +$216K +1,081 New
RPC
2088
Rossmore Private Capital
Connecticut
$211K +$399 +2 +0.2%
MPAM
2089
Murphy Pohlad Asset Management
Minnesota
$211K +$215K +1,076 New
PP
2090
Pacifica Partners
Canada
$210K -$4.19K -21 -2%
FDCP
2091
Foster Dykema Cabot & Partners
Massachusetts
$210K -$23.6K -118 -10%
BW
2092
Bison Wealth
Georgia
$210K +$200 +1 +0.1%
RDWM
2093
Red Door Wealth Management
Tennessee
$209K -$114K -569 -35%
MFT
2094
Moisand Fitzgerald Tamayo
Florida
$208K +$5.19K +26 +3%
SF
2095
Strategent Financial
Virginia
$208K +$212K +1,062 New
LA
2096
LVW Advisors
New York
$208K
OWP
2097
Obermeyer Wealth Partners
Colorado
$208K -$21.8K -109 -9%
HW
2098
Hamilton Wealth
California
$208K
CCA
2099
Clearwater Capital Advisors
Illinois
$207K -$65.1K -326 -24%
OWA
2100
ORBA Wealth Advisors
Illinois
$207K

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.