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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
KCPG
451
Kavar Capital Partners Group
Kansas
$7.75M -$35.2K -177 -0.4%
AIP
452
Alexis Investment Partners
Texas
$7.73M +$179K +902 +2%
Envestnet Portfolio Solutions
453
Envestnet Portfolio Solutions
Illinois
$7.72M -$359K -1,804 -4%
NP
454
NorthRock Partners
Minnesota
$7.72M +$26.4K +133 +0.3%
AWM
455
AE Wealth Management
Kansas
$7.67M +$780K +3,921 +11%
YWM
456
Yukon Wealth Management
Kansas
$7.67M +$7.86M +39,518 New
CFP
457
Cypress Financial Planning
New Jersey
$7.65M -$234K -1,175 -3%
LGWM
458
Litman Gregory Wealth Management
California
$7.6M +$29.8K +150 +0.4%
KCAM
459
Kagan Cocozza Asset Management
New Jersey
$7.58M +$68.4K +344 +0.9%
SPC
460
Sigma Planning Corp
Michigan
$7.57M +$56.3K +283 +0.7%
PWM
461
Peterson Wealth Management
Nevada
$7.55M -$2.84M -14,295 -27%
AWM
462
Apollon Wealth Management
South Carolina
$7.47M +$107K +539 +1%
WKWM
463
Walter & Keenan Wealth Management
Indiana
$7.47M +$277K +1,391 +4%
CSB
464
City State Bank
Iowa
$7.46M +$869K +4,369 +13%
TCCP
465
Tide Cove Capital Partners
California
$7.46M +$22.9K +115 +0.3%
IWM
466
IHT Wealth Management
Illinois
$7.39M -$47.5K -239 -0.6%
VA
467
VestGen Advisors
Illinois
$7.36M +$7.54M +37,934 New
WPWM
468
Windward Private Wealth Management
Kansas
$7.35M -$316K -1,590 -4%
FAIM
469
Financial Advocates Investment Management
Washington
$7.32M -$3.06M -15,375 -29%
LFAS
470
Level Four Advisory Services
Texas
$7.26M +$27K +136 +0.4%
MWM
471
Mascoma Wealth Management
New Hampshire
$7.24M -$3.16M -15,891 -30%
CFP
472
Curran Financial Partners
South Carolina
$7.24M +$606K +3,049 +9%
TGCMU
473
Titan Global Capital Management USA
New York
$7.18M +$749K +3,768 +11%
SLWA
474
San Luis Wealth Advisors
California
$7.16M +$294K +1,479 +4%
GLA
475
Good Life Advisors
Pennsylvania
$7.14M +$189K +951 +3%

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.