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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
DC
51
Davenport & Co
Virginia
$120M +$6.29M +31,657 +5%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$118M -$9.78M -49,191 -7%
GT
53
Glenmede Trust
Pennsylvania
$118M +$1.09M +5,467 +0.9%
PAG
54
Private Advisor Group
New Jersey
$117M +$1.53M +7,704 +1%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$115M +$10.2M +51,059 +9%
MML Investors Services
56
MML Investors Services
Massachusetts
$110M +$393K +1,974 +0.4%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$105M +$2.42M +12,173 +2%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$104M -$4.23M -21,296 -4%
SA
59
Sanctuary Advisors
Indiana
$96.1M +$8.93M +44,933 +10%
SFO
60
Stokes Family Office
Louisiana
$95.5M -$2.64M -13,291 -3%
TPCW
61
TD Private Client Wealth
New York
$88.4M +$1.95M +9,831 +2%
Franklin Resources
62
Franklin Resources
California
$87.6M +$1.01M +5,102 +1%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$86.6M -$3.73M -18,761 -4%
HTC
64
Haverford Trust Company
Pennsylvania
$79.7M +$2.34M +11,767 +3%
SPIA
65
Steward Partners Investment Advisory
New York
$78.7M +$2.19M +11,032 +3%
P
66
&Partners
Tennessee
$78.4M +$21.3M +107,227 +36%
KAS
67
Kestra Advisory Services
Texas
$76.8M -$2.29M -11,504 -3%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$74.4M +$4.64M +23,336 +6%
EA
69
Enclave Advisors
Texas
$71.7M -$7.63M -38,355 -9%
SAI
70
Systematic Alpha Investments
New Jersey
$68.5M
HSWM
71
Hubbell Strickland Wealth Management
Louisiana
$68M -$397K -1,996 -0.6%
IC
72
IEQ Capital
California
$67.3M +$8.15M +41,001 +13%
AWS
73
Atria Wealth Solutions
New York
$66.1M -$2.66M -13,363 -4%
CWM
74
Congress Wealth Management
Massachusetts
$65.1M +$1.06M +5,353 +2%
PCMC
75
Paragon Capital Management (Colorado)
Colorado
$64.5M -$524K -2,637 -0.8%

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.