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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
RFG
2176
REAP Financial Group
Texas
$87.3K
A
2177
Allianz
Germany
$86.4K
MCM
2178
Mainstream Capital Management
California
$85.2K +$86.8K +435 New
NRWA
2179
North Ridge Wealth Advisors
Oregon
$84.4K +$86.1K +431 New
CTA
2180
Colonial Trust Advisors
South Carolina
$83.4K
CSWM
2181
Cassady Schiller Wealth Management
Ohio
$81.1K +$3K +15 +4%
SCA
2182
Stuart Chaussee & Associates
California
$80.3K
1L
2183
10Elms LLP
Oklahoma
$78.3K +$79.9K +400 New
FFO
2184
Fortitude Family Office
Arizona
$76.8K
DCM
2185
Davis Capital Management
Florida
$72.7K -$13.4K -67 -15%
DRP
2186
Decker Retirement Planning
Utah
$68.7K +$70.1K +351 New
FCMT
2187
Founders Capital Management (Texas)
Texas
$68.5K
CP
2188
Castleview Partners
Texas
$67.4K +$399 +2 +0.6%
IRC
2189
Investors Research Corp
Georgia
$66.8K -$46.9K -235 -41%
FWM
2190
FSA Wealth Management
Massachusetts
$66.4K +$200 +1 +0.3%
AP
2191
Atwood & Palmer
Missouri
$65.8K +$44.5K +223 +197%
NWWA
2192
New Wave Wealth Advisors
Arkansas
$63.6K +$64.9K +325 New
CI
2193
Cordant Inc
Oregon
$62.9K
SWC
2194
Spectrum Wealth Counsel
Indiana
$62.8K +$6.59K +33 +11%
PWMG
2195
Private Wealth Management Group
New Jersey
$62.7K +$33.1K +166 +108%
TRCT
2196
Tower Research Capital (TRC)
New York
$62.7K +$63.5K +318 +15,900%
EAM
2197
Eukles Asset Management
Ohio
$61.5K
SWA
2198
SOA Wealth Advisors
New York
$61.3K
AT
2199
Avalon Trust
New Mexico
$58.7K -$39.9K -200 -40%
JFG
2200
JDM Financial Group
Texas
$57.4K

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.