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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
MRP
2251
Measured Risk Portfolios
California
$22.3K +$22.8K +114 New
MIA
2252
Milestone Investment Advisors
Wisconsin
$21.9K
NWM
2253
Nova Wealth Management
Florida
$21.9K +$22.4K +112 New
CYG
2254
Clean Yield Group
Vermont
$21.7K -$44.9K -225 -67%
HC
2255
Hurley Capital
New York
$21K +$21.4K +107 New
ANBT
2256
American National Bank & Trust
Texas
$21K -$31.3K -157 -59%
CWM
2257
CarsonAllaria Wealth Management
Illinois
$20.7K
UCB
2258
United Community Bank
South Carolina
$20.2K
HI
2259
Horizon Investments
North Carolina
$20.2K +$20.6K +103 New
CTB
2260
Country Trust Bank
Illinois
$19.9K
DPW
2261
DiNuzzo Private Wealth
Pennsylvania
$19.6K
SC
2262
Steph & Co
Wisconsin
$19.6K
TWD
2263
True Wealth Design
Ohio
$19.6K
MCA
2264
Midwest Capital Advisors
Michigan
$19.6K +$20K +100 New
CB
2265
CNB Bank
Pennsylvania
$18.6K -$219K -1,095 -92%
CCC
2266
Chelsea Counsel Company
California
$17.2K
WCM
2267
WealthTrak Capital Management
Virginia
$17.2K +$17.6K +88 New
CPBTD
2268
Central Pacific Bank - Trust Division
Hawaii
$16.1K
KA
2269
Kozak & Associates
Colorado
$15.9K +$9.98K +50 +161%
SRCM
2270
Signature Resources Capital Management
California
$15.9K
PFBT
2271
Parkside Financial Bank & Trust
Missouri
$15.7K
HFS
2272
Horizon Financial Services
North Carolina
$15.3K
RS
2273
Rakuten Securities
Japan
$15.3K +$4.39K +22 +39%
MCM
2274
MidAtlantic Capital Management
Virginia
$13.7K -$52.9K -265 -79%
CAM
2275
Clarity Asset Management
Iowa
$13.3K +$5.39K +27 +66%

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.