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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
WLIM
376
White Lighthouse Investment Management
Massachusetts
$9.9M -$512K -2,577 -5%
WFA
377
Websterrogers Financial Advisors
South Carolina
$9.83M +$9.58M +48,160 +1,910%
PFPT
378
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.8M +$1.73M +8,685 +21%
FMWA
379
Forvis Mazars Wealth Advisors
Missouri
$9.69M -$172K -864 -2%
IA
380
IFG Advisory
Georgia
$9.62M +$262K +1,317 +3%
CIA
381
Choate Investment Advisors
Massachusetts
$9.59M -$266K -1,337 -3%
CFA
382
CWS Financial Advisors
Michigan
$9.57M +$228K +1,147 +2%
DCM
383
Donaldson Capital Management
Indiana
$9.55M +$263K +1,323 +3%
SFS
384
Security Financial Services
Indiana
$9.54M -$1.24M -6,225 -11%
GAM
385
Gotham Asset Management
New York
$9.5M +$5.62M +28,287 +137%
BFS
386
Bradley Foster & Sargent
Connecticut
$9.46M -$108K -545 -1%
RWA
387
Rooted Wealth Advisors
Illinois
$9.42M +$145K +727 +1%
SCM
388
Spreng Capital Management
Ohio
$9.42M +$583K +2,934 +6%
PFS
389
Prospera Financial Services
Texas
$9.38M +$238K +1,198 +3%
CFO
390
CVA Family Office
Colorado
$9.36M +$798K +4,011 +9%
MWM
391
Modern Wealth Management
Kansas
$9.35M +$4.18M +20,997 +77%
WA1
392
Wimmer Associates 1
California
$9.32M -$1.12M -5,650 -11%
ICMP
393
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.3M -$1.01M -5,068 -10%
SIM
394
Seaview Investment Managers
Florida
$9.25M +$3.39M +17,054 +56%
DI
395
DAGCO Inc
Ohio
$9.07M +$589K +2,962 +7%
VAS
396
Vestmark Advisory Solutions
Massachusetts
$9.06M +$990K +4,977 +12%
JPG
397
Jordan Park Group
California
$9.05M -$863K -4,339 -9%
WFA
398
West Financial Advisors
Iowa
$9.04M -$237K -1,191 -2%
PWM
399
Prentice Wealth Management
New York
$9.03M -$755K -3,796 -8%
MWP
400
MYCIO Wealth Partners
Pennsylvania
$8.98M +$35.8K +180 +0.4%

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.