VIG icon

Vanguard Dividend Appreciation ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
301
Merit Financial Group
Georgia
$12.7M +$1.89M +9,762 +18%
MOS
302
MGO One Seven
Ohio
$12.6M -$5.64M -29,082 -31%
JWA
303
JFS Wealth Advisors
Pennsylvania
$12.6M -$239K -1,230 -2%
SF
304
Synovus Financial
Georgia
$12.6M +$1.1M +5,659 +10%
KDA
305
Kraft Davis & Associates
Missouri
$12.6M -$25.8K -140 -0.2%
PWM
306
Perigon Wealth Management
California
$12.5M -$327K -1,686 -3%
SEIA
307
Signature Estate & Investment Advisors
California
$12.4M +$1.58M +8,153 +15%
AA
308
Ancora Advisors
Ohio
$12.4M +$831K +4,282 +7%
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$12.4M +$918K +5,284 +8%
QCM
310
Quantinno Capital Management
New York
$12.3M +$3.88M +20,015 +46%
NAS
311
NWF Advisory Services
California
$12.3M -$391K -2,017 -3%
AAS
312
Ameritas Advisory Services
Nebraska
$12.3M -$6M -30,854 -33%
CRC
313
Curi RMB Capital
Illinois
$12.3M -$3.1M -15,977 -20%
TCA
314
Transcend Capital Advisors
New Jersey
$12.2M +$369K +1,903 +3%
MG
315
Mather Group
Illinois
$12.2M -$397K -2,046 -3%
CCG
316
Chatham Capital Group
Georgia
$12.1M +$430K +2,219 +4%
MCM
317
Mendel Capital Management
Arkansas
$12.1M +$298K +1,536 +3%
MGIA
318
Moneta Group Investment Advisors
Missouri
$12.1M +$1.04M +5,374 +9%
SFC
319
Strategic Financial Concepts
Texas
$12.1M +$358K +1,845 +3%
MWA
320
Meridian Wealth Advisors
Texas
$12M -$152K -783 -1%
EWM
321
Evergreen Wealth Management
Michigan
$12M +$1.54M +7,914 +15%
BMCM
322
Bryn Mawr Capital Management
Pennsylvania
$12M -$72.9K -376 -0.6%
LIA
323
LS Investment Advisors
Michigan
$12M +$606K +3,126 +5%
LIM
324
Leavell Investment Management
Alabama
$11.9M +$62.9K +324 +0.5%
OC
325
Oppenheimer & Co
New York
$11.8M +$93.7K +483 +0.8%