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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
FFC
2126
First Financial Corp
Indiana
$196K
GGI
2127
Godsey & Gibb Inc
Virginia
$194K
BWL
2128
Bogart Wealth LLC
Virginia
$191K +$26.6K +133 +16%
CWM
2129
Copia Wealth Management
Oregon
$188K +$191K +959 New
CT
2130
Coastline Trust
Rhode Island
$183K
PA
2131
PSI Advisors
Florida
$180K -$11.4K -57 -6%
BWL
2132
Beacon Wealthcare LLC
North Carolina
$179K +$183K +915 New
KG
2133
Kieckhefer Group
Wisconsin
$176K +$180K +900 New
RBC
2134
Roble Belko & Company
Pennsylvania
$172K
SIC
2135
SJS Investment Consulting
Ohio
$170K
ME
2136
McIlrath & Eck
Washington
$169K
CB
2137
Centennial Bank
Arkansas
$168K
SC
2138
Stance Capital
Massachusetts
$167K +$170K +853 New
MM
2139
Main Management
California
$163K
RWM
2140
Rialto Wealth Management
New York
$163K +$166K +831 New
PCWA
2141
Pacific Capital Wealth Advisors
California
$160K
MEG
2142
Millstone Evans Group
Colorado
$156K +$159K +798 New
BFP
2143
Briaud Financial Planning
Texas
$153K +$8.19K +41 +6%
SR
2144
Syntax Research
Florida
$148K +$1.2K +6 +0.8%
SWM
2145
Sanctuary Wealth Management
Idaho
$148K
SAS
2146
Stelac Advisory Services
New York
$138K
KWAG
2147
Kiely Wealth Advisory Group
North Carolina
$138K
BLC
2148
Brown, Lisle/Cummings
Rhode Island
$136K +$39.9K +200 +40%
TSMHT
2149
Thurston Springer Miller Herd & Titak
Indiana
$136K +$17.6K +88 +15%
VC
2150
Vestor Capital
Illinois
$135K

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.