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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 %
AWM
451
AE Wealth Management
Kansas
$7.67M +$761K +3,921 +11%
YWM
452
Yukon Wealth Management
Kansas
$7.67M +$7.67M +39,518 New
CFP
453
Cypress Financial Planning
New Jersey
$7.65M -$228K -1,175 -3%
LGWM
454
Litman Gregory Wealth Management
California
$7.6M +$29.1K +150 +0.4%
KCAM
455
Kagan Cocozza Asset Management
New Jersey
$7.58M +$66.7K +344 +0.9%
SPC
456
Sigma Planning Corp
Michigan
$7.57M +$54.9K +283 +0.7%
PWM
457
Peterson Wealth Management
Nevada
$7.55M -$2.77M -14,295 -27%
AWM
458
Apollon Wealth Management
South Carolina
$7.47M +$105K +539 +1%
WKWM
459
Walter & Keenan Wealth Management
Indiana
$7.47M +$270K +1,391 +4%
CSB
460
City State Bank
Iowa
$7.46M +$848K +4,369 +13%
TCCP
461
Tide Cove Capital Partners
California
$7.46M +$22.3K +115 +0.3%
IWM
462
IHT Wealth Management
Illinois
$7.39M -$46.4K -239 -0.6%
VA
463
VestGen Advisors
Illinois
$7.36M +$7.36M +37,934 New
WPWM
464
Windward Private Wealth Management
Kansas
$7.35M -$308K -1,590 -4%
FAIM
465
Financial Advocates Investment Management
Washington
$7.32M -$2.98M -15,375 -29%
LFAS
466
Level Four Advisory Services
Texas
$7.26M +$26.4K +136 +0.4%
MWM
467
Mascoma Wealth Management
New Hampshire
$7.24M -$3.08M -15,891 -30%
CFP
468
Curran Financial Partners
South Carolina
$7.24M +$591K +3,049 +9%
TGCMU
469
Titan Global Capital Management USA
New York
$7.18M +$731K +3,768 +11%
SLWA
470
San Luis Wealth Advisors
California
$7.16M +$287K +1,479 +4%
GLA
471
Good Life Advisors
Pennsylvania
$7.14M +$184K +951 +3%
LNB
472
Ledyard National Bank
$7.13M -$404K -2,082 -5%
WCG
473
Weaver Consulting Group
California
$7.12M -$59.6K -307 -0.8%
MFS
474
McNamara Financial Services
Massachusetts
$7.11M -$150K -774 -2%
KFGG
475
Keystone Financial Group (Georgia)
Georgia
$7.08M +$348K +1,825 +5%
17 18
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