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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
CWM
851
Centricity Wealth Management
Ohio
$2.45M +$25.3K +127 +1%
Thrivent Financial for Lutherans
852
Thrivent Financial for Lutherans
Minnesota
$2.45M -$1.86M -9,353 -44%
BFIM
853
Beese Fulmer Investment Management
Ohio
$2.45M +$59.7K +300 +2%
SFG
854
Sunburst Financial Group
Alabama
$2.45M -$7.56K -38 -0.3%
LFP
855
Leeward Financial Partners
Washington
$2.44M -$592K -2,978 -19%
NA
856
Novus Advisors
South Carolina
$2.43M +$9.35K +47 +0.4%
HCM
857
Hicks Capital Management
Ohio
$2.43M +$2.49M +12,526 New
HCM
858
Hall Capital Management
Rhode Island
$2.42M -$138K -695 -5%
LMKC
859
L.M. Kohn & Company
Ohio
$2.41M +$227K +1,140 +10%
CT
860
Caldwell Trust
Florida
$2.41M -$25.1K -126 -1%
IAIM
861
International Assets Investment Management
Florida
$2.4M -$112K -563 -4%
EWM
862
Evercore Wealth Management
New York
$2.4M
OLA
863
Oliver Luxxe Assets
New Jersey
$2.4M -$2.27M -11,426 -48%
TCM
864
Tandem Capital Management
New Jersey
$2.4M -$63.6K -320 -3%
EWM
865
Empirical Wealth Management
Washington
$2.4M +$406K +2,042 +20%
FDCDDQ
866
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.39M -$1.63M -8,214 -40%
VHAM
867
Van Hulzen Asset Management
California
$2.39M -$555K -2,792 -18%
SSB
868
Sandy Spring Bank
Maryland
$2.37M -$270K -1,359 -10%
CPIA
869
Cornell Pochily Investment Advisors
New York
$2.37M -$14.7K -74 -0.6%
LSA
870
Lion Street Advisors
Texas
$2.36M -$57.3K -288 -2%
JPLA
871
Joseph P. Lucia & Associates
New York
$2.36M -$32K -161 -1%
CIAS
872
Capital Investment Advisory Services
North Carolina
$2.35M +$203K +1,021 +9%
PTC
873
Private Trust Company
Ohio
$2.33M +$152K +762 +7%
DAS
874
DMKC Advisory Services
Iowa
$2.33M -$151K -761 -6%
WIA
875
Wetzel Investment Advisors
Indiana
$2.29M -$48.5K -244 -2%

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.