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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
AFG
776
Atomi Financial Group
New York
$3.01M +$291K +1,461 +10%
ATC
777
Argent Trust Co
Tennessee
$3M +$28K +141 +0.9%
AWM
778
Axxcess Wealth Management
California
$2.99M +$87.7K +441 +3%
TP
779
Tranquility Partners
Tennessee
$2.96M +$53.5K +269 +2%
KL
780
KWMG LLC
Kansas
$2.94M -$5.51M -27,717 -65%
AAG
781
Armstrong Advisory Group
Massachusetts
$2.93M
LW
782
Linscomb Wealth
Texas
$2.93M +$176K +885 +6%
TFA
783
Tobias Financial Advisors
Florida
$2.9M -$65.4K -329 -2%
RFM
784
Royal Fund Management
Florida
$2.89M -$2.77M -13,907 -48%
SWA
785
Sax Wealth Advisors
New Jersey
$2.88M +$47.3K +238 +2%
SIG
786
Stonegate Investment Group
Alabama
$2.88M +$4.38K +22 +0.1%
EWA
787
EQ Wealth Advisors
Texas
$2.88M +$202K +1,014 +7%
JCM
788
Jacobi Capital Management
Pennsylvania
$2.88M +$397K +1,994 +16%
NMCM
789
Nicholson Meyer Capital Management
Missouri
$2.87M +$2.94M +14,806 New
Tudor Investment Corp
790
Tudor Investment Corp
Connecticut
$2.85M +$2.92M +14,685 New
RA
791
RFG Advisory
Alabama
$2.84M -$409K -2,057 -12%
MFA
792
Mayflower Financial Advisors
Massachusetts
$2.84M +$9.15K +46 +0.3%
JBA
793
Johnson Bixby & Associates
Washington
$2.84M -$411K -2,067 -12%
LWCFA
794
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.84M
WMWM
795
Wilkins Miller Wealth Management
Alabama
$2.83M +$2.66M +13,378 +1,115%
DWT
796
Dorsey & Whitney Trust
South Dakota
$2.81M -$277K -1,394 -9%
SHFA
797
SC&H Financial Advisors
Maryland
$2.81M +$2.39K +12 +0.1%
SIS
798
Strategic Investment Solutions
Illinois
$2.8M +$1.19M +5,980 +71%
GCL
799
Gouws Capital LLC
North Carolina
$2.8M -$224K -1,124 -7%
WSFS
800
Wilmington Savings Fund Society
Delaware
$2.79M -$302K -1,519 -10%

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.