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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
ACM
801
Advisors Capital Management
New Jersey
$2.78M +$218K +1,098 +8%
LWMNY
802
Landmark Wealth Management (New York)
New York
$2.77M -$58.7K -295 -2%
HP
803
Holistic Planning
Texas
$2.77M -$10.7K -54 -0.4%
NRI
804
NFP Retirement Inc
California
$2.76M -$2.39K -12 -0.1%
WS
805
Wedbush Securities
California
$2.75M -$5.96K -30 -0.2%
Empower Advisory Group
806
Empower Advisory Group
Colorado
$2.74M -$545K -2,740 -16%
OC
807
Optima Capital
Oregon
$2.72M +$241K +1,210 +9%
FCAS
808
First Command Advisory Services
Texas
$2.72M -$1.12M -5,653 -29%
CHAM
809
Clear Harbor Asset Management
Connecticut
$2.72M +$136K +684 +5%
LCAM
810
London & Capital Asset Management
United Kingdom
$2.71M +$2.78M +13,963 New
OCG
811
Opus Capital Group
Ohio
$2.71M
IWP
812
Innova Wealth Partners
Pennsylvania
$2.71M +$226K +1,135 +9%
BBWP
813
Beacon Bridge Wealth Partners
Pennsylvania
$2.71M -$18.9K -95 -0.7%
PBF
814
Petix & Botte Financial
California
$2.7M +$199 +1 +0%
AWM
815
Accel Wealth Management
Iowa
$2.67M -$22.1K -111 -0.8%
CNBTD
816
Citizens National Bank Trust Department
Mississippi
$2.66M -$32.4K -163 -1%
BWP
817
Burling Wealth Partners
Illinois
$2.66M -$63.6K -320 -2%
EWA
818
Exencial Wealth Advisors
Oklahoma
$2.64M +$290K +1,460 +12%
AF
819
Affiance Financial
Minnesota
$2.64M
HWM
820
Hohimer Wealth Management
Washington
$2.61M -$53.5K -269 -2%
SC
821
Sapient Capital
Indiana
$2.6M +$308K +1,547 +13%
TAM
822
Tocqueville Asset Management
New York
$2.59M +$199 +1 +0%
NCM
823
Next Capital Management
New York
$2.59M -$389K -1,957 -13%
LWP
824
LeClair Wealth Partners
Ohio
$2.58M -$16.5K -83 -0.6%
PHS
825
Pekin Hardy Strauss
Illinois
$2.57M +$97.6K +491 +4%

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.