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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,259 hedge funds and large institutions have $39.4B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 928 increasing their positions, 855 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,259
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.68%
Holding in Top 10
261
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.78%
% of All Funds
3.55%
New
117
Increased
928
Reduced
855
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$462M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$143M
3
UBS AM
UBS AM
Illinois
+$135M
4
HWM
HB Wealth Management
Georgia
+$92.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$87.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$556M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$110M
3
3AM
3EDGE Asset Management
Florida
-$108M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$102M
5
IAA
Independent Advisor Alliance
North Carolina
-$76.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
976
BOS Asset Management
Illinois
$1.7M -$94.7K -488 -5%
IIC
977
Ironwood Investment Counsel
Arizona
$1.69M -$47.7K -246 -3%
TWA
978
Talisman Wealth Advisors
New Jersey
$1.69M +$3.69K +19 +0.2%
CWS
979
Cypress Wealth Services
California
$1.69M -$49.1K -253 -3%
SAM
980
Smartleaf Asset Management
Massachusetts
$1.69M +$629K +3,275 +59%
MA
981
MONECO Advisors
Connecticut
$1.68M +$10.5K +54 +0.6%
RWIA
982
Roger Wittlin Investment Advisory
California
$1.67M +$1.36K +7 +0.1%
CFD
983
Creative Financial Designs
Indiana
$1.66M -$14.9K -77 -0.9%
AIA
984
AIMZ Investment Advisors
California
$1.66M +$111K +574 +7%
TPW
985
Turn8 Private Wealth
$1.65M -$219K -1,114 -12%
DSC
986
Duncker Streett & Co
Missouri
$1.65M -$11.6K -60 -0.7%
KIM
987
Kane Investment Management
California
$1.65M +$84.6K +436 +5%
BF
988
Baring Financial
Washington
$1.64M -$165K -853 -9%
MEAC
989
M.E. Allison & Co
Texas
$1.63M +$79K +407 +5%
TL
990
Tradewinds LLC
North Carolina
$1.63M -$52.8K -272 -3%
CIC
991
Cutler Investment Counsel
Oregon
$1.61M -$168K -866 -9%
CMAI
992
Capital Management Associates Inc
Minnesota
$1.61M +$886K +4,569 +122%
MPW
993
Monterey Private Wealth
California
$1.61M -$5.63K -29 -0.3%
HTWM
994
Hartmann Taylor Wealth Management
Texas
$1.6M +$1.6M +8,269 New
JIP
995
Jaffetilchin Investment Partners
Florida
$1.6M +$265K +1,367 +20%
BCM
996
Bienville Capital Management
New York
$1.59M +$1.16K +6 +0.1%
PFA
997
Pettinga Financial Advisors
Indiana
$1.59M -$160K -825 -9%
WWA
998
Wingate Wealth Advisors
Massachusetts
$1.58M +$70.8K +365 +5%
AIM
999
Avity Investment Management
Connecticut
$1.58M +$4.85K +25 +0.3%
CCT
1000
Capital City Trust
Florida
$1.57M +$75.9K +391 +5%
38 39
40
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