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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
PCH
901
PGIM Custom Harvest
New Jersey
$2.18M -$243K -1,224 -10%
USAA
902
United Services Automobile Association
Texas
$2.18M -$197K -992 -8%
SSWM
903
Smith Salley Wealth Management
North Carolina
$2.16M -$143K -721 -6%
FPB
904
First PREMIER Bank
South Dakota
$2.15M -$38.2K -192 -2%
FA
905
FC Advisory
Pennsylvania
$2.14M +$38.4K +193 +2%
WJWM
906
Williams Jones Wealth Management
New York
$2.14M -$19.7K -99 -0.9%
MC
907
Miramar Capital
Illinois
$2.14M +$125K +630 +6%
GC
908
Grimes & Company
Massachusetts
$2.13M +$44.1K +222 +2%
SW
909
SteelPeak Wealth
California
$2.12M -$111K -556 -5%
RRA
910
Round Rock Advisors
Connecticut
$2.11M +$174K +875 +9%
FNBT
911
FineMark National Bank & Trust
Florida
$2.11M +$83.5K +420 +4%
IA
912
Insight Advisors
Pennsylvania
$2.1M -$315K -1,583 -13%
RFC
913
Regions Financial Corp
Alabama
$2.1M -$87.9K -442 -4%
PVAMC
914
PPS&V Asset Management Consultants
Michigan
$2.09M -$214K -1,077 -9%
NAS
915
Nicolet Advisory Services
Wisconsin
$2.09M -$3.18K -16 -0.1%
BB
916
Berkshire Bank
Massachusetts
$2.09M +$2.14M +10,758 New
WCP
917
Wealthcare Capital Partners
Pennsylvania
$2.09M +$74K +372 +4%
LA
918
LexAurum Advisors
Kansas
$2.09M -$123K -621 -5%
BEC
919
Blue Edge Capital
Virginia
$2.08M -$2.26M -11,342 -51%
MGIA
920
Matthew Goff Investment Advisor
Texas
$2.07M -$1.59K -8 -0.1%
DW
921
Durante & Waters
New York
$2.07M +$1.39K +7 +0.1%
CFO
922
Collective Family Office
Pennsylvania
$2.07M +$19.7K +99 +0.9%
GKWIM
923
Gerber Kawasaki Wealth & Investment Management
California
$2.07M +$61.8K +311 +3%
NL
924
NWAM LLC
Washington
$2.06M -$5.2M -26,173 -71%
RZH
925
Relyea Zuckerberg Hanson
Connecticut
$2.04M +$597 +3 +0%

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.