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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
HGWM
1026
Horst & Graben Wealth Management
Oregon
$1.49M +$597 +3 +0%
OP
1027
ORG Partners
Indiana
$1.48M +$709K +3,568 +88%
S
1028
Sachetta
Massachusetts
$1.48M -$23.3K -117 -2%
KLI
1029
Kelman-Lazarov Inc
Tennessee
$1.47M +$92.1K +463 +6%
BWM
1030
BNC Wealth Management
Oregon
$1.47M -$31.2K -157 -2%
SAG
1031
SageView Advisory Group
California
$1.46M +$19.3K +97 +1%
BTI
1032
Blue Trust Inc
Georgia
$1.46M -$328K -1,650 -18%
BWM
1033
Birchcreek Wealth Management
Ohio
$1.46M +$94.3K +474 +7%
ONSWM
1034
Old North State Wealth Management
North Carolina
$1.45M +$52.9K +266 +4%
TDC
1035
Thompson Davis & Co
Virginia
$1.45M +$240K +1,209 +19%
MF
1036
Montis Financial
Massachusetts
$1.45M -$5.96K -30 -0.4%
BAG
1037
Bridgewealth Advisory Group
California
$1.44M -$434K -2,183 -23%
CFS
1038
Compass Financial Services
Iowa
$1.44M -$27.6K -139 -2%
LSA
1039
Lansing Street Advisors
Pennsylvania
$1.44M -$38.2K -192 -3%
IP
1040
Integras Partners
Georgia
$1.44M -$18.3K -92 -1%
DDC
1041
DF Dent & Co
Maryland
$1.44M -$239K -1,200 -14%
FAB
1042
First American Bank
Illinois
$1.42M
OCPWS
1043
One Charles Private Wealth Services
Massachusetts
$1.42M +$164K +827 +13%
LCM
1044
Logan Capital Management
Pennsylvania
$1.42M -$37.8K -190 -3%
WIM
1045
WealthPlan Investment Management
Nebraska
$1.42M -$2.42M -12,154 -62%
AWA
1046
Arbor Wealth Advisors
Michigan
$1.41M +$2.19K +11 +0.2%
LFG
1047
Larson Financial Group
Missouri
$1.41M +$22.9K +115 +2%
DC
1048
Darrow Company
Massachusetts
$1.41M
MAM
1049
Mystic Asset Management
Rhode Island
$1.4M +$91.5K +460 +7%
SFG
1050
SNS Financial Group
Minnesota
$1.4M +$507K +2,549 +55%

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.