Vanguard Dividend Appreciation ETF
VIG
2,321 hedge funds and large institutions have $40B 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, 751 reducing their positions, and 63 closing their positions.
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
20% more repeat investments, than reductions
Existing positions increased: 903 | Existing positions reduced: 751
13% more funds holding in top 10
Funds holding in top 10: 245 → 278 (+33)
10% more funds holding
Funds holding: 2,106 → 2,321 (+215)
1.45% more ownership
Funds ownership: 44.45% → 45.9% (+1.5%)
5% more capital invested
Capital invested by funds: $38.3B → $40B (+$1.75B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$720M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$316M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$166M |
| 4 |
JP Morgan Chase
New York
|
+$82M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$106M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$61.9M |
| 3 |
Bank of New York Mellon
New York
|
-$48.8M |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$33.8M |
| 5 |
MFA
McClarren Financial Advisors
State College,
Pennsylvania
|
-$28.7M |
VIG Hedge Fund Activity: Q4 2024 in Review
2,321 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2024, worth a combined $40B — up 4.6% from $38.3B 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 751 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.
- 2,321 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2024, up from 2,106 in Q3 2024.
- Funds reported $40B of Vanguard Dividend Appreciation ETF stock for Q4 2024, up 4.6% 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.