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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
CSPIA
2201
Cary Street Partners Investment Advisory
Virginia
$57K -$4.51M -22,604 -99%
OC
2202
Oarsman Capital
Wisconsin
$56.6K +$3.79K +19 +7%
CNBT
2203
Cornerstone National Bank & Trust
Illinois
$54.8K
WA
2204
WPG Advisers
Maryland
$54.7K +$55.7K +279 New
HCM
2205
Horrell Capital Management
Arkansas
$54K +$54.7K +274 New
VWA
2206
Valued Wealth Advisors
Utah
$52.8K +$200 +1 +0.4%
DP
2207
Denver PWM
Colorado
$52.1K
APW
2208
Atlantic Private Wealth
North Carolina
$52K +$399 +2 +0.8%
CAC
2209
Core Alternative Capital
Georgia
$51.1K
MBFW
2210
Morton Brown Family Wealth
Pennsylvania
$51K +$399 +2 +0.8%
SN
2211
Sittner & Nelson
Oregon
$50.5K +$8.79K +44 +21%
DWA
2212
Dougherty Wealth Advisers
Minnesota
$49K
SVCP
2213
Silicon Valley Capital Partners
California
$48.5K +$599 +3 +1%
RWS
2214
Retirement Wealth Solutions
Wisconsin
$48.4K +$50.1K +251 New
VWM
2215
Valley Wealth Managers
New Jersey
$48K
DWM
2216
Dogwood Wealth Management
Kansas
$47.6K
CCMI
2217
Creative Capital Management Investments
California
$45.2K +$46.1K +231 New
HWM
2218
Horizons Wealth Management
North Carolina
$43.5K
ACM
2219
Accent Capital Management
Ohio
$43.1K -$200K -1,000 -82%
BSB
2220
Bangor Savings Bank
Maine
$43.1K +$12.8K +64 +41%
PC
2221
Promus Capital
Illinois
$42.9K +$43.7K +219 New
BONH
2222
Bank of New Hampshire
New Hampshire
$42.5K +$30.7K +154 +244%
BHWM
2223
Beaird Harris Wealth Management
Texas
$40.9K
CIAS
2224
CBIZ Investment Advisory Services
Ohio
$40.7K
GTAM
2225
Global Trust Asset Management
Florida
$39.4K

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.