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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
PIMG
301
Patriot Investment Management Group
Tennessee
$12.8M +$26.8K +135 +0.2%
JWCA
302
J.W. Cole Advisors
Florida
$12.8M -$9.2M -46,260 -41%
IIA
303
Integral Investment Advisors
California
$12.7M +$723K +3,635 +6%
MFG
304
Merit Financial Group
Georgia
$12.7M +$1.94M +9,762 +18%
MOS
305
MGO One Seven
Ohio
$12.6M -$5.78M -29,082 -31%
JWA
306
JFS Wealth Advisors
Pennsylvania
$12.6M -$245K -1,230 -2%
SF
307
Synovus Financial
Georgia
$12.6M +$1.13M +5,659 +10%
KDA
308
Kraft Davis & Associates
Missouri
$12.6M -$27.8K -140 -0.2%
PWM
309
Perigon Wealth Management
California
$12.5M -$335K -1,686 -3%
SEIA
310
Signature Estate & Investment Advisors
California
$12.4M +$1.62M +8,153 +15%
AA
311
Ancora Advisors
Ohio
$12.4M +$851K +4,282 +7%
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$12.4M +$1.05M +5,284 +8%
QCM
313
Quantinno Capital Management
New York
$12.3M +$3.98M +20,015 +46%
NAS
314
NWF Advisory Services
California
$12.3M -$401K -2,017 -3%
AAS
315
Ameritas Advisory Services
Nebraska
$12.3M -$6.14M -30,854 -33%
CRC
316
Curi RMB Capital
Illinois
$12.3M -$3.18M -15,977 -20%
TCA
317
Transcend Capital Advisors
New Jersey
$12.2M +$378K +1,903 +3%
MG
318
Mather Group
Illinois
$12.2M -$407K -2,046 -3%
CCG
319
Chatham Capital Group
Georgia
$12.1M +$441K +2,219 +4%
MCM
320
Mendel Capital Management
Arkansas
$12.1M +$305K +1,536 +3%
MGIA
321
Moneta Group Investment Advisors
Missouri
$12.1M +$1.07M +5,374 +9%
SFC
322
Strategic Financial Concepts
Texas
$12.1M +$367K +1,845 +3%
MWA
323
Meridian Wealth Advisors
Texas
$12M -$156K -783 -1%
EWM
324
Evergreen Wealth Management
Michigan
$12M +$1.57M +7,914 +15%
BMCM
325
Bryn Mawr Capital Management
Pennsylvania
$12M -$74.8K -376 -0.6%

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.