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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
NG
426
Northstar Group
New York
$8.28M +$448K +2,252 +6%
BBHC
427
Brown Brothers Harriman & Co
New York
$8.26M +$833K +4,189 +11%
IWC
428
Integrated Wealth Concepts
Massachusetts
$8.23M -$550K -2,765 -6%
CFA
429
Capstone Financial Advisors
Illinois
$8.22M -$130K -654 -2%
GWMR
430
GC Wealth Management RIA
Massachusetts
$8.2M -$333K -1,675 -4%
VWM
431
Vigilare Wealth Management
Arizona
$8.19M +$398 +2 +0%
WPWM
432
Western Pacific Wealth Management
Illinois
$8.18M -$12.9K -65 -0.2%
SFA
433
Souders Financial Advisors
Ohio
$8.18M -$696K -3,501 -8%
AWM
434
Aberdeen Wealth Management
Illinois
$8.17M +$5.96K +30 +0.1%
BFG
435
Beacon Financial Group
Texas
$8.15M -$783K -3,938 -9%
PGFC
436
Peapack-Gladstone Financial Corp
New Jersey
$8.14M -$1.01M -5,080 -11%
Koshinski Asset Management
437
Koshinski Asset Management
Illinois
$8.1M +$273K +1,375 +3%
WWWM
438
White Wing Wealth Management
Texas
$8.1M +$655K +3,296 +8%
OPCM
439
Osborne Partners Capital Management
California
$8.07M -$509K -2,562 -6%
FAP
440
Financial Advisory Partners
Florida
$8.02M +$1.5M +7,527 +22%
NPI
441
New Perspectives Inc
Mississippi
$7.98M -$152K -763 -2%
PFA
442
Pathway Financial Advisors
Vermont
$7.95M -$43.5K -219 -0.5%
GHA
443
GW Henssler & Associates
Georgia
$7.95M +$1.28M +6,440 +19%
AIM
444
Allen Investment Management
New York
$7.9M
PA
445
Pinnacle Associates
New York
$7.9M -$43.5K -219 -0.5%
PFA
446
Plotkin Financial Advisors
Maryland
$7.89M +$69.6K +350 +0.9%
YWM
447
Yoder Wealth Management
California
$7.85M -$425K -2,135 -5%
PWM
448
PMG Wealth Management
Illinois
$7.85M +$36.4K +183 +0.5%
CIBC World Market
449
CIBC World Market
Ontario, Canada
$7.84M +$30.6K +154 +0.4%
IFG
450
Independent Financial Group
California
$7.77M -$311K -1,564 -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.