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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
MA
2151
MCF Advisors
Kentucky
$129K -$14.4K -72 -10%
MLA
2152
MB, Levis & Associates
Pennsylvania
$127K -$8.59K -43 -6%
BIG
2153
Brooklyn Investment Group
New York
$124K +$127K +635 New
T
2154
Transce3nd
Texas
$124K +$127K +635 New
APW
2155
Aventura Private Wealth
Florida
$124K +$126K +632 New
BAM
2156
Bellevue Asset Management
Washington
$123K +$5.99K +30 +5%
NOI
2157
Newton One Investments
Delaware
$122K +$125K +624 New
WCM
2158
Winthrop Capital Management
Indiana
$122K +$125K +624 New
TAM
2159
Tucker Asset Management
Colorado
$118K -$14.2K -71 -11%
NBT
2160
Northwest Bank & Trust
Iowa
$118K
GA
2161
GoalVest Advisory
New York
$117K
SL
2162
Salomon & Ludwin
Virginia
$117K -$11.8K -59 -9%
Toronto Dominion Bank
2163
Toronto Dominion Bank
Ontario, Canada
$112K
T
2164
Tidemark
California
$108K -$3.59K -18 -3%
CT
2165
Clearstead Trust
Maine
$108K
FW
2166
Fairway Wealth
Ohio
$106K
EWM
2167
Evermay Wealth Management
Virginia
$105K
AWM
2168
Avondale Wealth Management
Texas
$101K
TLCM
2169
Twin Lakes Capital Management
California
$100K +$200 +1 +0.2%
TFA
2170
Toth Financial Advisory
Virginia
$96.3K -$9.98K -50 -9%
FNWA
2171
Financial Network Wealth Advisors
Utah
$94.4K -$596K -2,983 -86%
CCA
2172
Criterion Capital Advisors
Tennessee
$91.3K
WAM
2173
WFA Asset Management
Wisconsin
$90.2K +$799 +4 +0.9%
WAS
2174
Winch Advisory Services
Wisconsin
$89K +$19.2K +96 +27%
HCP
2175
Hexagon Capital Partners
Arkansas
$88.1K

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.