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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 %
CFA
426
Capstone Financial Advisors
Illinois
$8.22M -$127K -654 -2%
GWMR
427
GC Wealth Management RIA
Massachusetts
$8.2M -$325K -1,675 -4%
VWM
428
Vigilare Wealth Management
Arizona
$8.19M +$388 +2 +0%
WPWM
429
Western Pacific Wealth Management
Illinois
$8.18M -$12.6K -65 -0.2%
SFA
430
Souders Financial Advisors
Ohio
$8.18M -$679K -3,501 -8%
AWM
431
Aberdeen Wealth Management
Illinois
$8.17M +$5.82K +30 +0.1%
BFG
432
Beacon Financial Group
Texas
$8.15M -$764K -3,938 -9%
PGFC
433
Peapack-Gladstone Financial Corp
New Jersey
$8.14M -$986K -5,080 -11%
Koshinski Asset Management
434
Koshinski Asset Management
Illinois
$8.1M +$267K +1,375 +3%
WWWM
435
White Wing Wealth Management
Texas
$8.1M +$606K +3,296 +8%
OPCM
436
Osborne Partners Capital Management
California
$8.07M -$497K -2,562 -6%
FAP
437
Financial Advisory Partners
Florida
$8.02M +$1.46M +7,527 +22%
NPI
438
New Perspectives Inc
Mississippi
$7.98M -$148K -763 -2%
PFA
439
Pathway Financial Advisors
Vermont
$7.95M -$42.5K -219 -0.5%
GHA
440
GW Henssler & Associates
Georgia
$7.95M +$1.25M +6,440 +19%
AIM
441
Allen Investment Management
New York
$7.9M – – –
PA
442
Pinnacle Associates
New York
$7.9M -$42.5K -219 -0.5%
PFA
443
Plotkin Financial Advisors
Maryland
$7.89M +$67.9K +350 +0.9%
YWM
444
Yoder Wealth Management
California
$7.85M -$414K -2,135 -5%
PWM
445
PMG Wealth Management
Illinois
$7.85M +$35.5K +183 +0.5%
CIBC World Market
446
CIBC World Market
Ontario, Canada
$7.84M +$29.9K +154 +0.4%
KCPG
447
Kavar Capital Partners Group
Kansas
$7.75M -$34.3K -177 -0.4%
AIP
448
Alexis Investment Partners
Texas
$7.73M +$174K +902 +2%
Envestnet Portfolio Solutions
449
Envestnet Portfolio Solutions
Illinois
$7.72M -$350K -1,804 -4%
NP
450
NorthRock Partners
Minnesota
$7.72M +$25.8K +133 +0.3%
16 17
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