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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
SFP
401
Sandbox Financial Partners
Maryland
$8.97M -$338K -1,700 -4%
SC
402
Savant Capital
Illinois
$8.95M -$550K -2,765 -6%
SFI
403
SPC Financial Inc
Maryland
$8.94M +$31.8K +160 +0.3%
JFG
404
Jefferies Financial Group
New York
$8.88M -$311K -1,564 -3%
1WA
405
180 Wealth Advisors
Washington
$8.86M -$135K -677 -1%
GJWM
406
Gilliland Jeter Wealth Management
Arkansas
$8.85M -$170K -856 -2%
TFCP
407
Twin Focus Capital Partners
Massachusetts
$8.84M +$486K +2,442 +6%
CastleKeep Investment Advisors
408
CastleKeep Investment Advisors
Connecticut
$8.78M +$2.61M +13,106 +41%
WIC
409
Woodmont Investment Counsel
Tennessee
$8.75M +$143K +721 +2%
ACI
410
Alpha Cubed Investments
California
$8.7M -$287K -1,443 -3%
CFP
411
Cascade Financial Partners
California
$8.7M -$156K -786 -2%
SFM
412
Signet Financial Management
New Jersey
$8.69M -$534K -2,686 -6%
BCA
413
Bay Colony Advisors
Massachusetts
$8.66M -$95.2K -479 -1%
BC
414
Brio Consultants
California
$8.62M -$454K -2,284 -5%
HWA
415
Heritage Wealth Advisors
Virginia
$8.61M -$734K -3,689 -8%
CWA
416
Cascade Wealth Advisors
Washington
$8.6M -$282K -1,420 -3%
NSIM
417
North Star Investment Management
Illinois
$8.57M -$179K -898 -2%
SG
418
StoneX Group
New York
$8.41M +$176K +886 +2%
FP
419
Financial Perspectives
Minnesota
$8.34M -$181K -910 -2%
OCM
420
Orion Capital Management
California
$8.33M -$220K -1,106 -3%
FHC
421
First Heartland Consultants
Missouri
$8.32M -$1.21M -6,110 -12%
CIA
422
Compass Ion Advisors
Pennsylvania
$8.32M -$3.58K -18 -0%
SCA
423
Stokes Capital Advisors
South Carolina
$8.31M +$43.3K +218 +0.5%
WF
424
Warner Financial
Maryland
$8.29M -$469K -2,357 -5%
WP
425
Wealthspan Partners
Iowa
$8.28M -$464K -2,335 -5%

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.