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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
TVWM
676
Tower View Wealth Management
Wisconsin
$3.79M +$9.54K +48 +0.2%
KJWM
677
Kiley Juergens Wealth Management
Washington
$3.78M -$398 -2 -0%
MSAM
678
Moloney Securities Asset Management
Missouri
$3.76M +$795K +3,997 +26%
BOH
679
Bank of Hawaii
Hawaii
$3.75M -$243K -1,222 -6%
JFG
680
JMG Financial Group
Illinois
$3.75M -$7.75K -39 -0.2%
CP
681
Capital Planning
Washington
$3.75M +$118K +594 +3%
BIA
682
Bell Investment Advisors
California
$3.75M +$95.4K +480 +3%
KWM
683
Kaydan Wealth Management
Michigan
$3.74M +$30K +151 +0.8%
FWM
684
Forza Wealth Management
Florida
$3.74M +$13.1K +66 +0.3%
CAM
685
CPA Asset Management
Florida
$3.73M +$119K +597 +3%
SIA
686
Schechter Investment Advisors
Michigan
$3.73M -$1.32M -6,663 -26%
AIC
687
Archer Investment Corporation
Indiana
$3.72M -$39.6K -199 -1%
CCA
688
Conservest Capital Advisors
Pennsylvania
$3.71M -$46.3K -233 -1%
PWP
689
Pursue Wealth Partners
California
$3.7M +$205K +1,030 +6%
MAM
690
Mainsail Asset Management
Alabama
$3.69M -$42.4K -213 -1%
RWMH
691
Riverpoint Wealth Management Holdings
Illinois
$3.69M +$13.5K +68 +0.4%
PFA
692
Pathway Financial Advisers
Indiana
$3.68M -$34.6K -174 -0.9%
SP
693
Stablepoint Partners
Massachusetts
$3.67M -$20.1K -101 -0.5%
DJSG
694
D.J. St. Germain
Massachusetts
$3.66M -$130K -654 -3%
CBT
695
CoreFirst Bank & Trust
Kansas
$3.65M +$6.56K +33 +0.2%
PCA
696
Pallas Capital Advisors
Massachusetts
$3.64M +$135K +678 +4%
FCA
697
FLC Capital Advisors
California
$3.64M
MCCA
698
Mill Creek Capital Advisors
Pennsylvania
$3.63M +$113K +566 +3%
FWIA
699
Fort Washington Investment Advisors
Ohio
$3.62M -$83.7K -421 -2%
KIA
700
KCM Investment Advisors
California
$3.61M +$11.5K +58 +0.3%

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.