VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,259 hedge funds and large institutions have $39.4B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 928 increasing their positions, 855 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,259
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.68%
Holding in Top 10
261
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.78%
% of All Funds
3.55%
New
117
Increased
928
Reduced
855
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$462M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$143M
3
UBS AM
UBS AM
Illinois
+$135M
4
HWM
HB Wealth Management
Georgia
+$92.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$87.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$556M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$110M
3
3AM
3EDGE Asset Management
Florida
-$108M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$102M
5
IAA
Independent Advisor Alliance
North Carolina
-$76.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
226
Whitegate Investment Counselors
New Hampshire
$17.3M -$645K -3,323 -4%
FWP
227
FAS Wealth Partners
Kansas
$17.3M -$310K -1,600 -2%
Lido Advisors
228
Lido Advisors
California
$17.3M -$177K -912 -1%
DI
229
DDFG Inc
California
$17.2M -$323K -1,665 -2%
FHA
230
Flagship Harbor Advisors
Massachusetts
$17.2M -$98.5K -508 -0.6%
CMP
231
Coston McIsaac & Partners
Maine
$17.2M -$22.1K -114 -0.1%
SMC
232
Smith, Moore & Co
Missouri
$17M -$204K -1,053 -1%
HA
233
Hanover Advisors
South Carolina
$17M -$441K -2,273 -3%
CWA
234
CM Wealth Advisors
Ohio
$16.7M +$70K +361 +0.4%
JMFC
235
J.M. Forbes & Co
Massachusetts
$16.7M +$607K +3,128 +4%
KWM
236
Kingsview Wealth Management
Oregon
$16.5M +$131K +675 +0.8%
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$16.4M +$762K +3,927 +5%
HAFS
238
Hapanowicz & Associates Financial Services
Pennsylvania
$16.1M +$545K +2,807 +3%
CFS
239
CRA Financial Services
New Jersey
$16.1M -$454K -2,338 -3%
SAF
240
Smith Anglin Financial
Texas
$15.9M -$2.64M -13,599 -14%
GVAG
241
Great Valley Advisor Group
Delaware
$15.9M +$3.12M +16,065 +24%
DBRC
242
D.B. Root & Company
Pennsylvania
$15.9M +$722K +3,721 +5%
OBWG
243
Onyx Bridge Wealth Group
New York
$15.9M -$64.4K -332 -0.4%
RIL
244
Rothschild Investment LLC
Illinois
$15.9M +$289K +1,489 +2%
GIA
245
Gladstone Institutional Advisory
Florida
$15.7M +$217K +1,121 +1%
CFG
246
Citizens Financial Group
Rhode Island
$15.7M -$489K -2,521 -3%
AF
247
Amara Financial
California
$15.4M +$137K +705 +0.9%
CFG
248
Carr Financial Group
Massachusetts
$15.4M +$607K +3,128 +4%
AMG
249
Asset Management Group
Connecticut
$15.4M +$25.6K +132 +0.2%
CWC
250
Carolinas Wealth Consulting
North Carolina
$15.3M -$957K -4,935 -6%
8 9
10
11 12