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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
CST
2351
Charles Schwab Trust
Nevada
-$286K -1,446 Closed
FC
2352
Forte Capital
New York
-$264K -1,331 Closed
HTHT
2353
Hemenway Trust Hemenway Trust
New Hampshire
-$255K -1,285 Closed
HR
2354
Howe & Rusling
New York
-$249K -1,255 Closed
FTDI
2355
First Trust Direct Indexing
Massachusetts
-$245K -1,236 Closed
Wolverine Trading
2356
Wolverine Trading
Illinois
-$246K -1,232 Closed
ACGA
2357
Atlanta Consulting Group Advisors
Georgia
-$243K -1,227 Closed
EWM
2358
Executive Wealth Management
Michigan
-$241K -1,217 Closed
SAM
2359
Selway Asset Management
-$236K -1,190 Closed
WKSWA
2360
White Knight Strategic Wealth Advisors
New Jersey
-$231K -1,164 Closed
AW
2361
Apricus Wealth
South Carolina
-$225K -1,137 Closed
GF
2362
Gries Financial
Ohio
-$220K -1,113 Closed
LC
2363
Landaas & Company
Wisconsin
-$218K -1,100 Closed
SFWC
2364
Strategic Family Wealth Counselors
New Jersey
-$218K -1,099 Closed
GIA
2365
Guyasuta Investment Advisors
Pennsylvania
-$216K -1,091 Closed
FA
2366
Fagan Associates
New York
-$207K -1,045 Closed
NJIM
2367
Nabity-Jensen Investment Management
Nebraska
-$205K -1,036 Closed
AIM
2368
Athena Investment Management
California
-$203K -1,025 Closed
SGI
2369
Summit Global Investments
Utah
-$202K -1,019 Closed
MAM
2370
Marotta Asset Management
Virginia
-$200K -1,012 Closed
CWM
2371
Cedar Wealth Management
California
-$176K -889 Closed
Allspring Global Investments
2372
Allspring Global Investments
North Carolina
-$66.5K -336 Closed
HGA
2373
Hobbs Group Advisors
South Carolina
-$54.5K -275 Closed
FAM
2374
Flaharty Asset Management
Florida
-$37.6K -190 Closed
VAMG
2375
Voisard Asset Management Group
Michigan
-$21.8K -110 Closed

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.