We are live on ! Find out more
VIG icon

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
LNB
476
Ledyard National Bank
$7.13M -$414K -2,082 -5%
WCG
477
Weaver Consulting Group
California
$7.12M -$61K -307 -0.8%
MFS
478
McNamara Financial Services
Massachusetts
$7.11M -$154K -774 -2%
KFGG
479
Keystone Financial Group (Georgia)
Georgia
$7.08M +$363K +1,825 +5%
HCM
480
Hollencrest Capital Management
California
$7.06M +$34.4K +173 +0.5%
RMAM
481
Raab & Moskowitz Asset Management
New Jersey
$7.04M -$229K -1,152 -3%
MC
482
Moors & Cabot
Massachusetts
$7.01M -$1.01M -5,092 -12%
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$7M +$1.67M +8,382 +30%
CA
484
Cambridge Advisors
Nebraska
$6.99M -$118K -594 -2%
HNB
485
Huntington National Bank
Ohio
$6.97M
HSG
486
Helen Stephens Group
Texas
$6.95M -$370K -1,863 -5%
BA
487
Bridgewater Advisors
New York
$6.88M +$398 +2 +0%
LWL
488
Leo Wealth LLC
Texas
$6.88M -$251K -1,263 -3%
FL
489
FreeGulliver LLC
Louisiana
$6.85M -$644K -3,240 -8%
GWM
490
Geneos Wealth Management
Colorado
$6.82M +$4.19M +21,052 +151%
CPIG
491
Chicago Partners Investment Group
Illinois
$6.82M +$4.01M +20,191 +132%
VP
492
Verum Partners
North Carolina
$6.73M -$106K -534 -2%
IWP
493
IAG Wealth Partners
Wisconsin
$6.73M -$187K -942 -3%
SDH
494
Sloy Dahl & Holst
Washington
$6.7M -$9.15K -46 -0.1%
CPA
495
Cardiff Park Advisors
California
$6.65M +$44.7K +225 +0.7%
FWA
496
FSC Wealth Advisors
New York
$6.63M -$157K -791 -2%
SW
497
SkyOak Wealth
Michigan
$6.57M +$195K +982 +3%
NFG
498
Nations Financial Group
Iowa
$6.55M +$3.78M +19,009 +129%
MWA
499
Moser Wealth Advisors
Washington
$6.53M +$280K +1,407 +4%
WGC
500
Watts Gwilliam & Co
Arizona
$6.5M +$46.5K +234 +0.7%

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.