VIG icon

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 %
FSA
601
Fort Sheridan Advisors
Illinois
$4.75M +$134K +691 +3%
SIC
602
Salem Investment Counselors
North Carolina
$4.74M +$68.3K +352 +1%
MCM
603
Morton Capital Management
California
$4.72M -$200K -1,030 -4%
BIM
604
Breakwater Investment Management
Washington
$4.7M -$8.34K -43 -0.2%
LCS
605
Levin Capital Strategies
New York
$4.66M +$970 +5 +0%
SWP
606
Sagespring Wealth Partners
Tennessee
$4.66M -$436K -2,245 -9%
MG
607
MilWealth Group
Wisconsin
$4.65M -$76.4K -394 -2%
SSI
608
Scott & Selber Inc
Texas
$4.63M -$147K -759 -3%
TWP
609
Tempus Wealth Planning
California
$4.63M -$218K -1,122 -4%
SWM
610
Spire Wealth Management
Virginia
$4.63M -$1.36M -6,989 -23%
CAC
611
Certified Advisory Corp
Florida
$4.63M -$1.76M -9,085 -28%
MSA
612
Marino Stram & Associates
Massachusetts
$4.62M -$582 -3 -0%
MIM
613
Miller Investment Management
Pennsylvania
$4.62M – – –
SSWM
614
Sheets Smith Wealth Management
North Carolina
$4.61M -$46K -237 -1%
CRFG
615
Columbia River Financial Group
Washington
$4.59M -$126K -647 -3%
PFS
616
Prospect Financial Services
New York
$4.55M -$55.3K -285 -1%
MWP
617
Madison Wealth Partners
Wisconsin
$4.52M +$108K +559 +2%
PSCM
618
Per Stirling Capital Management
Texas
$4.52M +$147K +758 +3%
SFG
619
Seamount Financial Group
Colorado
$4.49M +$56.5K +291 +1%
HIP
620
HUB Investment Partners
Texas
$4.48M +$53.7K +277 +1%
SCI
621
S&CO Inc
Massachusetts
$4.47M +$194 +1 +0%
PTC
622
Philadelphia Trust Company
Pennsylvania
$4.46M -$44.2K -228 -1%
CCA
623
Cora Capital Advisors
New Jersey
$4.46M +$177K +912 +4%
GFPC
624
Global Financial Private Client
Florida
$4.43M +$12K +62 +0.3%
DWM
625
Diversify Wealth Management
Utah
$4.42M -$559K -2,938 -11%
23 24
25
26 27