We are live on ! Find out more
VIG icon

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
CTA
2101
Chesley Taft & Associates
Illinois
$207K +$211K +1,055 New
SWMG
2102
Stillwater Wealth Management Group
Florida
$207K +$211K +1,055 New
W
2103
WPWealth
Texas
$206K -$64.5K -323 -23%
FSC
2104
Full Sail Capital
Oklahoma
$206K
SAM
2105
Silvercrest Asset Management
New York
$206K
UFA
2106
US Financial Advisors
Massachusetts
$205K +$209K +1,049 New
FA
2107
Fountainhead AM
New Jersey
$205K +$4.99K +25 +2%
GRA
2108
Golden Road Advisors
Florida
$205K +$209K +1,046 New
RCM
2109
Riggs Capital Management
Utah
$205K +$209K +1,046 New
AI
2110
ArchPoint Investors
Florida
$204K +$208K +1,043 New
VPF
2111
Vantage Point Financial
Illinois
$204K +$208K +1,041 New
HWP
2112
Hibernia Wealth Partners
Louisiana
$204K -$207K -1,039 -50%
MWM
2113
Maltin Wealth Management
New Jersey
$203K +$1.8K +9 +0.9%
FIM
2114
Fernwood Investment Management
Massachusetts
$203K +$3.59K +18 +2%
HC
2115
Hara Capital
Washington
$203K +$158K +790 +324%
PGAM
2116
Princeton Global Asset Management
New Jersey
$202K -$1.4K -7 -0.7%
HIG
2117
Heritage Investment Group
Florida
$202K
VBFP
2118
Valtinson Bruner Financial Planning
Minnesota
$202K +$200 +1 +0.1%
AMIM
2119
Aull & Monroe Investment Management
Alabama
$202K
AC
2120
Arjuna Capital
North Carolina
$201K
WWP
2121
Waypoint Wealth Partners
California
$201K
FWP
2122
Firethorn Wealth Partners
Georgia
$201K +$2.79K +14 +1%
RWM
2123
Riverbend Wealth Management
South Carolina
$200K +$204K +1,020 New
EPAM
2124
Evelyn Partners Asset Management
$199K +$202K +1,014 New
AAG
2125
Accordant Advisory Group
Maryland
$198K

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.