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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,257 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, 927 increasing their positions, 854 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,257
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.67%
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
927
Reduced
854
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$773M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.47B
3
UBS AM
UBS AM
Illinois
$135M
4
HWM
HB Wealth Management
Georgia
$1.03B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.97B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.24B
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$35.3M
3
3AM
3EDGE Asset Management
Florida
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$617M
5
IAA
Independent Advisor Alliance
North Carolina
$504K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$227M +$25.7M +132,544 +13%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$221M -$61M -314,264 -22%
Creative Planning
28
Creative Planning
Kansas
$215M +$929K +4,790 +0.4%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$210M +$45.2M +235,547 +27%
Stifel Financial
30
Stifel Financial
Missouri
$205M +$3.59M +18,516 +2%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$189M +$3.74M +19,279 +2%
AL
32
Aspiriant LLC
California
$185M +$676K +3,483 +0.4%
MCM
33
MAI Capital Management
Ohio
$181M +$492K +2,535 +0.3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$175M +$486K +2,505 +0.3%
Truist Financial
35
Truist Financial
North Carolina
$174M -$4.71M -24,258 -3%
WA
36
Waverly Advisors
Alabama
$173M +$9.88M +50,908 +6%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$169M +$4.28M +22,074 +3%
Corient Private Wealth
38
Corient Private Wealth
Florida
$167M -$15M -77,252 -8%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$160M -$381K -1,965 -0.2%
Brown Advisory
40
Brown Advisory
Maryland
$154M -$10.9M -56,186 -7%
NHC
41
Nicholas Hoffman & Company
Georgia
$144M -$11.9M -61,482 -8%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$143M +$7.31M +37,685 +5%
Goldman Sachs
43
Goldman Sachs
New York
$140M -$7.26M -37,421 -5%
UBS AM
44
UBS AM
Illinois
$135M +$135M +694,758 New
CAM
45
Cresset Asset Management
Illinois
$131M +$8.12M +41,869 +7%
RSWM
46
Robertson Stephens Wealth Management
California
$129M +$15.1M +77,592 +13%
William Blair & Company
47
William Blair & Company
Illinois
$125M -$1.75M -9,044 -1%
NFC
48
Northeast Financial Consultants
Connecticut
$124M -$6.04M -31,131 -5%
CWS
49
Confluence Wealth Services
Pennsylvania
$123M +$11.4M +61,141 +10%
Cerity Partners
50
Cerity Partners
New York
$122M -$1.52M -7,825 -1%
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