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Vanguard Dividend Appreciation ETF

2,286 hedge funds and large institutions have $39.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 937 increasing their positions, 864 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

401% more call options, than puts

Call options by funds: $126M | Put options by funds: $25.1M

18% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 101

8% more repeat investments, than reductions

Existing positions increased: 937 | Existing positions reduced: 864

0.08% less ownership

Funds ownership: 45.98%45.9% (-0.08%)

1% less funds holding

Funds holding: 2,3172,286 (-31)

6% less funds holding in top 10

Funds holding in top 10: 278262 (-16)

17% less capital invested

Capital invested by funds: $47.9B → $39.6B (-$8.32B)

Holders
2,286
Holders Change
-31
Holders Change %
-1.34%
% of All Funds
30.65%
Holding in Top 10
262
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.76%
% of All Funds
3.51%
New
119
Increased
937
Reduced
864
Closed
101
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
251
Carr Financial Group
Massachusetts
$15.4M +$622K +3,128 +4%
AMG
252
Asset Management Group
Connecticut
$15.4M +$26.2K +132 +0.2%
CWC
253
Carolinas Wealth Consulting
North Carolina
$15.3M -$981K -4,935 -6%
ERFOTCOFW
254
Employees Retirement Fund of the City of Fort Worth
Texas
$15.1M
MSFS
255
Main Street Financial Solutions
Pennsylvania
$15.1M +$3.31M +16,641 +27%
FPW
256
Flywheel Private Wealth
California
$15.1M +$250K +1,257 +2%
MWA
257
Martel Wealth Advisors
Washington
$15M -$1.15M -5,764 -7%
ACA
258
Aptus Capital Advisors
Alabama
$15M +$1.15M +5,788 +8%
WANY
259
Wealthspire Advisors (New York)
New York
$14.9M +$7.51M +37,777 +96%
WAG
260
Wheelhouse Advisory Group
Missouri
$14.9M +$828K +4,166 +6%
FIC
261
Family Investment Center
Missouri
$14.9M -$75.6K -380 -0.5%
SC
262
Syon Capital
California
$14.8M +$1.03M +5,159 +7%
AGC
263
Aspen Grove Capital
Colorado
$14.8M +$994 +5 +0%
IA
264
Integrity Alliance
Iowa
$14.7M +$7.38M +37,113 +96%
AQR Capital Management
265
AQR Capital Management
Connecticut
$14.7M +$4.21M +21,165 +39%
JAG
266
Journey Advisory Group
Kentucky
$14.7M +$751K +3,777 +5%
KP
267
Kitching Partners
Pennsylvania
$14.5M +$1.28M +6,434 +9%
HSA
268
HBK Sorce Advisory
Pennsylvania
$14.5M -$82.5K -415 -0.6%
CCAM
269
Cascades Capital Asset Management
North Carolina
$14.5M +$1.28M +6,435 +9%
HNWAG
270
High Net Worth Advisory Group
Florida
$14.5M +$54.3K +273 +0.4%
CIA
271
Concurrent Investment Advisors
Florida
$14.4M +$674K +3,388 +5%
FTWA
272
Fifth Third Wealth Advisors
Ohio
$14.3M +$1.56M +7,821 +12%
VWA
273
Visionary Wealth Advisors
Illinois
$14.3M +$293K +1,474 +2%
Natixis Advisors
274
Natixis Advisors
Massachusetts
$14.2M +$243K +1,224 +2%
CAM
275
Cozad Asset Management
Illinois
$14.2M -$69.6K -350 -0.5%

VIG Hedge Fund Activity: Q1 2025 in Review

2,286 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2025, worth a combined $39.6B — down 17% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new VIG positions and 101 closed out — a net gain of 18 holders — while 937 added to existing stakes and 864 trimmed.

The largest buyer was Prudential Financial, adding an estimated $473M. The largest seller was Bank of America, cutting an estimated $570M.

  • 2,286 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2025, down from 2,317 in Q4 2024.
  • Funds reported $39.6B of Vanguard Dividend Appreciation ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 119 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2025 and 101 closed out, a net change of +18 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2025 was Prudential Financial, an estimated $473M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2025 was Bank of America, an estimated $570M sold.

Based on aggregated 13F filings for Q1 2025.