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
GSWM
601
Golden State Wealth Management
California
$4.82M +$419K +2,109 +9%
NIWA
602
New Insight Wealth Advisors
California
$4.8M +$248K +1,245 +5%
BMWS
603
Brady Martz Wealth Solutions
North Dakota
$4.77M +$101K +509 +2%
IWC
604
Infinity Wealth Counsel
Ohio
$4.77M -$42K -211 -0.9%
PI
605
PFG Investments
New York
$4.76M -$301K -1,513 -6%
FSA
606
Fort Sheridan Advisors
Illinois
$4.75M +$137K +691 +3%
SIC
607
Salem Investment Counselors
North Carolina
$4.74M +$70K +352 +1%
MCM
608
Morton Capital Management
California
$4.72M -$205K -1,030 -4%
BIM
609
Breakwater Investment Management
Washington
$4.7M -$8.55K -43 -0.2%
LCS
610
Levin Capital Strategies
New York
$4.66M +$994 +5 +0%
SWP
611
Sagespring Wealth Partners
Tennessee
$4.66M -$446K -2,245 -9%
MG
612
MilWealth Group
Wisconsin
$4.65M -$78.3K -394 -2%
SSI
613
Scott & Selber Inc
Texas
$4.63M -$151K -759 -3%
TWP
614
Tempus Wealth Planning
California
$4.63M -$223K -1,122 -4%
SWM
615
Spire Wealth Management
Virginia
$4.63M -$1.39M -6,989 -23%
CAC
616
Certified Advisory Corp
Florida
$4.63M -$1.81M -9,085 -28%
MSA
617
Marino Stram & Associates
Massachusetts
$4.62M -$597 -3 -0%
MIM
618
Miller Investment Management
Pennsylvania
$4.62M
SSWM
619
Sheets Smith Wealth Management
North Carolina
$4.61M -$47.1K -237 -1%
CRFG
620
Columbia River Financial Group
Washington
$4.59M -$129K -647 -3%
PFS
621
Prospect Financial Services
New York
$4.55M -$56.7K -285 -1%
MWP
622
Madison Wealth Partners
Wisconsin
$4.52M +$111K +559 +2%
PSCM
623
Per Stirling Capital Management
Texas
$4.52M +$151K +758 +3%
SFG
624
Seamount Financial Group
Colorado
$4.49M +$57.9K +291 +1%
HIP
625
HUB Investment Partners
Texas
$4.48M +$55.1K +277 +1%

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.