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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
NPFS
701
Novak & Powell Financial Services
Florida
$3.61M -$43.7K -220 -1%
ACS
702
Archford Capital Strategies
Illinois
$3.6M -$8.28M -41,617 -69%
GA
703
GSG Advisors
New Jersey
$3.6M -$15.5K -78 -0.4%
D
704
Dentgroup
Louisiana
$3.59M -$11.5K -58 -0.3%
BWM
705
Baron Wealth Management
Michigan
$3.59M +$5.77K +29 +0.2%
SIAG
706
Safeguard Investment Advisory Group
California
$3.59M -$39.4K -198 -1%
EFG
707
Embree Financial Group
Illinois
$3.56M +$5.37K +27 +0.1%
COCM
708
Charter Oak Capital Management
New Hampshire
$3.56M -$17.5K -88 -0.5%
EFG
709
Ehrlich Financial Group
California
$3.48M -$52.7K -265 -1%
WPC
710
Wedmont Private Capital
Pennsylvania
$3.47M +$167K +839 +5%
UB
711
UMB Bank
Missouri
$3.46M -$74K -372 -2%
FWM
712
FMA Wealth Management
Massachusetts
$3.44M -$13.5K -68 -0.4%
BFA
713
Benedict Financial Advisors
Georgia
$3.44M -$109K -550 -3%
WA
714
Whipplewood Advisors
Colorado
$3.44M -$2.85M -14,346 -81%
TFA
715
Transamerica Financial Advisors
Florida
$3.44M +$160K +803 +5%
PJSIMP
716
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.44M -$79.9K -402 -2%
CF
717
Centaurus Financial
California
$3.43M +$177K +892 +5%
CCA
718
Childress Capital Advisors
Texas
$3.43M +$1.19M +5,996 +51%
S
719
Sunpointe
Missouri
$3.43M +$705K +3,544 +25%
PFGIA
720
Patriot Financial Group Insurance Agency
Massachusetts
$3.42M -$140K -703 -4%
AFG
721
Albion Financial Group
Utah
$3.42M +$2.28M +11,477 +187%
KFA
722
Kelleher Financial Advisors
New York
$3.42M -$3.78K -19 -0.1%
BC
723
Barrett & Company
Rhode Island
$3.42M +$461K +2,316 +15%
SWM
724
SeaCrest Wealth Management
New York
$3.42M +$132K +666 +4%
BFA
725
Buttonwood Financial Advisors
Maryland
$3.41M -$119K -596 -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.