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 %
SIAG
701
Safeguard Investment Advisory Group
California
$3.59M -$38.4K -198 -1%
EFG
702
Embree Financial Group
Illinois
$3.56M +$5.24K +27 +0.1%
COCM
703
Charter Oak Capital Management
New Hampshire
$3.56M -$17.1K -88 -0.5%
EFG
704
Ehrlich Financial Group
California
$3.48M -$51.4K -265 -1%
WPC
705
Wedmont Private Capital
Pennsylvania
$3.47M +$155K +839 +5%
UB
706
UMB Bank
Missouri
$3.46M -$72.2K -372 -2%
FWM
707
FMA Wealth Management
Massachusetts
$3.44M -$13.8K -68 -0.4%
BFA
708
Benedict Financial Advisors
Georgia
$3.44M -$107K -550 -3%
WA
709
Whipplewood Advisors
Colorado
$3.44M -$14.7M -14,346 -81%
TFA
710
Transamerica Financial Advisors
Florida
$3.44M +$156K +803 +5%
PJSIMP
711
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.44M -$78K -402 -2%
CF
712
Centaurus Financial
California
$3.43M +$173K +892 +5%
CCA
713
Childress Capital Advisors
Texas
$3.43M +$1.16M +5,996 +51%
S
714
Sunpointe
Missouri
$3.43M +$688K +3,544 +25%
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$3.42M -$131K -703 -4%
AFG
716
Albion Financial Group
Utah
$3.42M +$2.23M +11,477 +187%
KFA
717
Kelleher Financial Advisors
New York
$3.42M -$3.69K -19 -0.1%
BC
718
Barrett & Company
Rhode Island
$3.42M +$449K +2,316 +15%
SWM
719
SeaCrest Wealth Management
New York
$3.42M +$129K +666 +4%
BFA
720
Buttonwood Financial Advisors
Maryland
$3.41M -$116K -596 -3%
RIA
721
RPG Investment Advisory
California
$3.41M +$1.66M +8,582 +95%
SA
722
Sincerus Advisory
New York
$3.39M -$170K -874 -5%
CL
723
Choreo LLC
Illinois
$3.39M -$222K -1,144 -6%
AIFAIM
724
American Institute for Advanced Investment Management
Arizona
$3.38M -$33.9K -175 -1%
KFS
725
Kaizen Financial Strategies
California
$3.36M -$3.13M -16,143 -48%
27 28
29
30 31