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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
FFWA
276
FRG Family Wealth Advisors
Washington
$14.1M -$226K -1,137 -2%
BNP Paribas Financial Markets
277
BNP Paribas Financial Markets
France
$13.9M +$430K +2,160 +3%
AssetMark Inc
278
AssetMark Inc
California
$13.9M +$13M +65,612 +1,073%
FPAS
279
Focus Partners Advisor Solutions
Missouri
$13.9M +$422K +2,120 +3%
PD
280
Planning Directions
Pennsylvania
$13.8M -$743K -3,736 -5%
RC
281
Rovin Capital
Arizona
$13.7M -$644K -3,237 -4%
ZBNA
282
Zions Bancorporation, National Association
Utah
$13.6M +$13.9M +69,858 New
DWM
283
Dakota Wealth Management
Florida
$13.5M -$119K -596 -0.8%
ONB
284
Old National Bancorp
Indiana
$13.5M +$450K +2,264 +3%
AWP
285
Accretive Wealth Partners
New Jersey
$13.2M +$2.17M +10,909 +19%
HWA
286
HHM Wealth Advisors
Tennessee
$13.2M +$192K +968 +1%
MWA
287
Motive Wealth Advisors
Michigan
$13.1M -$193K -972 -1%
PCMN
288
Paradigm Capital Management (Nevada)
Nevada
$13.1M -$1.15M -5,797 -8%
MMA
289
Miracle Mile Advisors
California
$13.1M -$319K -1,602 -2%
CWM
290
Circle Wealth Management
New Jersey
$13.1M
WT
291
Whittier Trust
California
$13M -$104K -521 -0.8%
PWW
292
Pettyjohn Wood & White
Virginia
$13M -$61K -307 -0.5%
ECM
293
Evergreen Capital Management
Washington
$12.9M -$298K -1,499 -2%
ASN
294
Advisory Services Network
Georgia
$12.9M -$7.67M -38,580 -37%
CCB
295
Country Club Bank
Missouri
$12.9M +$699K +3,515 +6%
SC
296
Swan Capital
Florida
$12.9M -$494K -2,482 -4%
KPWS
297
Kestra Private Wealth Services
Texas
$12.9M +$281K +1,412 +2%
MFG
298
Mosaic Financial Group
Illinois
$12.8M -$2.42M -12,170 -16%
OHIS
299
Oak Harvest Investment Services
Texas
$12.8M -$421K -2,119 -3%
AF
300
Apollon Financial
South Carolina
$12.8M +$988K +4,967 +8%

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.