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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
SCI
626
S&CO Inc
Massachusetts
$4.47M +$199 +1 +0%
PTC
627
Philadelphia Trust Company
Pennsylvania
$4.46M -$45.3K -228 -1%
CCA
628
Cora Capital Advisors
New Jersey
$4.46M +$181K +912 +4%
GFPC
629
Global Financial Private Client
Florida
$4.43M +$12.3K +62 +0.3%
DWM
630
Diversify Wealth Management
Utah
$4.42M -$584K -2,938 -11%
WFA
631
Wade Financial Advisory
California
$4.41M -$352K -1,772 -7%
FI
632
Financial Insights
Washington
$4.4M -$90.3K -454 -2%
KeyBank National Association
633
KeyBank National Association
Ohio
$4.38M -$493K -2,480 -10%
SWMG
634
Sard Wealth Management Group
Georgia
$4.33M +$5.57K +28 +0.1%
SFGP
635
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.31M -$38.4K -193 -0.9%
AC
636
AlphaCore Capital
California
$4.3M +$4.41M +22,153 New
AFM
637
Abbot Financial Management
Massachusetts
$4.28M -$61K -307 -1%
PCMF
638
Private Capital Management (Florida)
Florida
$4.28M +$121K +611 +3%
CSP
639
Cary Street Partners
Virginia
$4.27M -$15.1K -76 -0.3%
FDDB
640
Fidelity D&D Bancorp
Pennsylvania
$4.27M +$298K +1,499 +7%
IFS
641
Intelligent Financial Strategies
Minnesota
$4.27M -$86.9K -437 -2%
FNBOMD
642
First National Bank of Mount Dora
Florida
$4.26M -$17.7K -89 -0.4%
RFA
643
Resurgent Financial Advisors
Georgia
$4.26M +$232K +1,165 +6%
CA
644
CSM Advisors
Pennsylvania
$4.25M
HFS
645
Hughes Financial Services
Virginia
$4.24M -$112K -563 -3%
MAWAG
646
Mid-American Wealth Advisory Group
Missouri
$4.16M +$39K +196 +0.9%
SIA
647
SkyView Investment Advisors
New Jersey
$4.14M
CPA
648
Capital Performance Advisors
California
$4.13M +$211K +1,060 +5%
MAS
649
Madden Advisory Services
Florida
$4.12M -$5.57K -28 -0.1%
SPC
650
Spirepoint Private Client
Florida
$4.12M

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.