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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
MFA
501
McClarren Financial Advisors
Pennsylvania
$6.48M +$4.86M +24,459 New
MWM
502
Meridian Wealth Management
Kentucky
$6.48M -$290K -1,458 -4%
RMDI
503
R.M. Davis Inc
Maine
$6.48M -$7.36K -37 -0.1%
PCG
504
Prosperity Consulting Group
Maryland
$6.47M -$1.06M -5,321 -14%
BCWM
505
Bartlett & Co Wealth Management
Ohio
$6.46M -$577K -2,904 -8%
CP
506
Creekside Partners
California
$6.44M +$12.1K +61 +0.2%
BW
507
BIP Wealth
Georgia
$6.4M +$67.4K +339 +1%
CCFM
508
Clear Creek Financial Management
Washington
$6.39M -$151K -759 -2%
DFA
509
DHJJ Financial Advisors
Illinois
$6.37M +$16.9K +85 +0.3%
OAJ
510
Ogorek Anthony Joseph
New York
$6.36M -$11.9K -60 -0.2%
CPC
511
Consolidated Planning Corp
Georgia
$6.33M -$39K -196 -0.6%
WIM
512
Westside Investment Management
California
$6.31M -$48.9K -246 -0.7%
SF
513
Summit Financial
New Jersey
$6.31M +$297K +1,495 +5%
RWP
514
Ridgecrest Wealth Partners
California
$6.27M +$610K +3,069 +10%
ODA
515
One Degree Advisors
California
$6.27M -$994 -5 -0%
HWMG
516
Hurlow Wealth Management Group
Indiana
$6.27M -$405K -2,036 -6%
Kovitz Investment Group Partners
517
Kovitz Investment Group Partners
Illinois
$6.27M +$423K +2,128 +7%
TCOV
518
Trust Company of Vermont
Vermont
$6.26M +$263K +1,322 +4%
CAG
519
Csenge Advisory Group
Florida
$6.24M +$16.9K +85 +0.3%
HL
520
HeadInvest LLC
Maine
$6.22M -$258K -1,297 -4%
BWM
521
Benchmark Wealth Management
Connecticut
$6.2M -$240K -1,207 -4%
MSWM
522
McGlone Suttner Wealth Management
Wisconsin
$6.13M -$175K -880 -3%
CFO
523
Colony Family Offices
North Carolina
$6.11M -$67.2K -338 -1%
RCA
524
Ranch Capital Advisors
Florida
$6.09M -$177K -889 -3%
CAM
525
Cidel Asset Management
Ontario, Canada
$6.08M -$339K -1,705 -5%

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.