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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
FB
926
Finward Bancorp
Indiana
$2.04M +$22.5K +113 +1%
FCP
927
Fidelis Capital Partners
Florida
$2.03M
TF
928
Tudor Financial
Ohio
$2.03M -$3.18K -16 -0.2%
CFGA
929
Cambridge Financial Group (Arizona)
Arizona
$2.01M +$26.6K +134 +1%
MF
930
Meridian Financial
Massachusetts
$2.01M +$5.77K +29 +0.3%
WWC
931
Waypoint Wealth Counsel
Georgia
$2.01M +$46.9K +236 +2%
SI
932
Saxon Interests
Texas
$2M +$5.37K +27 +0.3%
AC
933
Almitas Capital
California
$2M +$1.01M +5,100 +98%
SWM
934
Sagace Wealth Management
Florida
$1.99M -$56.3K -283 -3%
PWM
935
Power Wealth Management
Georgia
$1.99M -$829K -4,168 -29%
PGWM
936
Pitti Group Wealth Management
New York
$1.99M +$53.9K +271 +3%
DWM
937
Defined Wealth Management
Oregon
$1.98M -$2.39K -12 -0.1%
APW
938
Acima Private Wealth
Virginia
$1.98M
CWA
939
CJM Wealth Advisers
Virginia
$1.98M
MW
940
Members Wealth
Pennsylvania
$1.98M +$142K +712 +8%
LI
941
LRI Investments
Florida
$1.97M +$82.1K +413 +4%
RSWA
942
Robinson Smith Wealth Advisors
Maine
$1.96M +$29K +146 +1%
MA
943
MKT Advisors
California
$1.96M -$78.1K -393 -3%
FFS
944
Founders Financial Securities
Maryland
$1.96M +$820K +4,125 +66%
FCH
945
Freestone Capital Holdings
Washington
$1.95M +$721K +3,625 +56%
JGCM
946
Joseph Group Capital Management
Ohio
$1.95M -$123K -621 -6%
CFCI
947
Comprehensive Financial Consultants Institutional
Indiana
$1.93M +$9.54K +48 +0.5%
CCWM
948
Cassaday & Co Wealth Management
Virginia
$1.93M +$114K +575 +6%
KA
949
KDT Advisors
New York
$1.93M +$247K +1,240 +14%
EA
950
Emerald Advisors
Washington
$1.92M +$180K +903 +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.