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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
SS
201
SBI Securities
Japan
$20.4M +$20.8M +103,931 New
SWP
202
Stratos Wealth Partners
Ohio
$20.2M +$862K +4,318 +4%
CCM
203
Consolidated Capital Management
California
$19.9M +$177K +887 +0.9%
TWM
204
Tradition Wealth Management
Minnesota
$19.6M -$1.22M -6,118 -6%
JGIA
205
Jackson Grant Investment Advisers
Connecticut
$19.6M +$194K +971 +1%
FC
206
Fusion Capital
South Carolina
$19.6M +$468K +2,346 +2%
FM
207
Family Management
New York
$19.6M -$289K -1,446 -1%
CIC
208
Carnegie Investment Counsel
Ohio
$19.5M +$341K +1,707 +2%
FC
209
Family CFO
California
$19.5M +$646K +3,234 +3%
ABC
210
Associated Banc-Corp
Wisconsin
$19.4M +$1.86M +9,339 +10%
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$19.3M +$15M +75,361 +322%
PA
212
PFG Advisors
Arizona
$19.3M -$470K -2,356 -2%
FFN
213
Focus Financial Network
Minnesota
$19.1M +$1.48M +7,416 +8%
MC
214
McCarthy & Cox
Ohio
$18.9M -$307K -1,538 -2%
SAF
215
Smith Anglin Financial
Texas
$18.8M -$946K -4,740 -5%
IAN
216
Integrated Advisors Network
Texas
$18.6M +$1.48M +7,394 +8%
CW
217
CreativeOne Wealth
Kansas
$18.5M +$1.7M +8,518 +10%
SCA
218
Snowden Capital Advisors
New York
$18.5M +$44.1K +221 +0.2%
CWM
219
Cornerstone Wealth Management
Missouri
$18.5M -$234K -1,171 -1%
MOS
220
MGO One Seven
Ohio
$18.4M +$5.91M +29,612 +46%
AA
221
Addison Advisors
Vermont
$18.4M +$12.6K +63 +0.1%
AAS
222
Ameritas Advisory Services
Nebraska
$18.4M +$6.92M +34,659 +58%
LA
223
LM Advisors
California
$18.3M +$1.7M +8,516 +10%
RBC
224
Romano Brothers & Co
Illinois
$18.2M +$288K +1,441 +2%
SVWAG
225
Sound View Wealth Advisors Group
Georgia
$18.2M +$267K +1,337 +1%

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.