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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

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

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$462M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$143M
3
UBS AM
UBS AM
Illinois
+$135M
4
HWM
HB Wealth Management
Georgia
+$92.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$87.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$556M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$110M
3
3AM
3EDGE Asset Management
Florida
-$108M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$102M
5
IAA
Independent Advisor Alliance
North Carolina
-$76.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
376
Forvis Mazars Wealth Advisors
Missouri
$9.69M -$168K -864 -2%
IA
377
IFG Advisory
Georgia
$9.62M +$255K +1,317 +3%
CIA
378
Choate Investment Advisors
Massachusetts
$9.59M -$259K -1,337 -3%
CFA
379
CWS Financial Advisors
Michigan
$9.57M +$223K +1,147 +2%
DCM
380
Donaldson Capital Management
Indiana
$9.55M +$257K +1,323 +3%
SFS
381
Security Financial Services
Indiana
$9.54M -$1.21M -6,225 -11%
GAM
382
Gotham Asset Management
New York
$9.5M +$5.49M +28,287 +137%
BFS
383
Bradley Foster & Sargent
Connecticut
$9.46M -$106K -545 -1%
RWA
384
Rooted Wealth Advisors
Illinois
$9.42M +$129K +727 +1%
SCM
385
Spreng Capital Management
Ohio
$9.42M +$569K +2,934 +6%
PFS
386
Prospera Financial Services
Texas
$9.38M +$232K +1,198 +3%
CFO
387
CVA Family Office
Colorado
$9.36M +$778K +4,011 +9%
MWM
388
Modern Wealth Management
Kansas
$9.35M +$4.07M +20,997 +77%
WA1
389
Wimmer Associates 1
California
$9.32M -$1.11M -5,650 -11%
ICMP
390
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.3M -$983K -5,068 -10%
SIM
391
Seaview Investment Managers
Florida
$9.25M +$3.31M +17,054 +56%
SC
392
Savant Capital
Illinois
$9.16M -$320K -1,647 -3%
DI
393
DAGCO Inc
Ohio
$9.07M +$575K +2,962 +7%
VAS
394
Vestmark Advisory Solutions
Massachusetts
$9.06M +$965K +4,977 +12%
JPG
395
Jordan Park Group
California
$9.05M -$842K -4,339 -9%
WFA
396
West Financial Advisors
Iowa
$9.04M -$231K -1,191 -2%
PWM
397
Prentice Wealth Management
New York
$9.03M -$736K -3,796 -8%
MWP
398
MYCIO Wealth Partners
Pennsylvania
$8.98M +$34.9K +180 +0.4%
SFP
399
Sandbox Financial Partners
Maryland
$8.97M -$330K -1,700 -4%
SFI
400
SPC Financial Inc
Maryland
$8.94M +$31K +160 +0.3%
14 15
16
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