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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
NWM
2276
Navigoe Wealth Management
California
$13K +$13.8K +69 New
MMCM
2277
Murphy & Mullick Capital Management
New York
$12.3K +$12.6K +63 New
GWMI
2278
Guardian Wealth Management (Illinois)
Illinois
$11.8K
Kayne Anderson Rudnick Investment Management
2279
Kayne Anderson Rudnick Investment Management
California
$11.6K +$11.8K +59 New
FMTCOCP
2280
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K +$11K +55 New
FGC
2281
Financial Gravity Companies
Texas
$10.8K +$11K +55 New
PS
2282
Pinney & Scofield
Massachusetts
$10.1K +$10.2K +51 New
PS
2283
PayPay Securities
Japan
$9.99K +$9.58K +48 +1,600%
AGWCA
2284
Annis Gardner Whiting Capital Advisors
Florida
$9.01K
LIS
2285
Legacy Investment Solutions
Idaho
$8.28K
LWMI
2286
Legacy Wealth Management (Idaho)
Idaho
$8.28K
BTD
2287
BankPlus Trust Department
Mississippi
$7.83K +$7.99K +40 New
DAM
2288
Delta Asset Management
Tennessee
$7.64K
AA
2289
AlphaMark Advisors
Kentucky
$7K
CAM
2290
Costello Asset Management
Pennsylvania
$6.66K
GIM
2291
Gold Investment Management
Alberta, Canada
$6.46K +$6.59K +33 New
WMS
2292
Wealth Management Strategies
Pennsylvania
$5.88K +$599K +3,002 New
BTC
2293
Bank & Trust Company
Illinois
$5.88K
TFM
2294
TFC Financial Management
Massachusetts
$5.88K
PSFG
2295
Park Square Financial Group
Georgia
$5.88K +$5.99K +30 New
CAWM
2296
Capital A Wealth Management
Pennsylvania
$5.05K +$5.19K +26 New
FPF
2297
First Pacific Financial
Washington
$4.79K -$1.2K -6 -20%
PMIM
2298
Prudent Man Investment Management
Colorado
$4.31K +$4.39K +22 New
CAIM
2299
Catherine Avery Investment Management
Florida
$3.33K +$3.39K +17 New
PWS
2300
Peterson Wealth Services
Utah
$2.94K -$25.8K -129 -90%

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.