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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
IF
1051
IRON Financial
Illinois
$1.4M +$199 +1 +0%
NWA
1052
Navis Wealth Advisors
New York
$1.4M -$255K -1,282 -15%
GWCM
1053
Godshalk Welsh Capital Management
Pennsylvania
$1.39M +$4.77K +24 +0.3%
LSPW
1054
Lake Street Private Wealth
Illinois
$1.39M -$20.1K -101 -1%
LSWP
1055
Liberty Square Wealth Partners
Pennsylvania
$1.39M -$24.1K -121 -2%
WAG
1056
Wallace Advisory Group
California
$1.38M -$95.8K -482 -6%
RRCM
1057
Rappaport Reiches Capital Management
Illinois
$1.37M
WWM
1058
Wiser Wealth Management
Georgia
$1.37M +$638K +3,210 +83%
NP
1059
Nilsine Partners
Colorado
$1.37M
CIAS
1060
CFS Investment Advisory Services
New Jersey
$1.36M +$407K +2,049 +41%
RCYC
1061
Richard C. Young & Co
Rhode Island
$1.36M +$32K +161 +2%
MWAM
1062
Manhattan West Asset Management
California
$1.36M +$21.1K +106 +2%
NA
1063
Note Advisors
New York
$1.36M +$192K +967 +16%
FFM
1064
Forum Financial Management
Illinois
$1.35M +$92.3K +464 +7%
CWMGP
1065
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.35M +$6.76K +34 +0.5%
WB
1066
WesBanco Bank
West Virginia
$1.35M +$127K +640 +10%
APW
1067
Austin Private Wealth
Texas
$1.35M -$74.8K -376 -5%
VCM
1068
Versant Capital Management
Arizona
$1.35M
DFC
1069
DBK Financial Counsel
Ohio
$1.35M +$1.38M +6,939 New
SWM
1070
Silverlake Wealth Management
Vermont
$1.34M +$14.3K +72 +1%
MWM
1071
Mascagni Wealth Management
Mississippi
$1.34M
ICP
1072
Impact Capital Partners
Colorado
$1.34M +$200K +1,005 +17%
TAM
1073
Townsend Asset Management
North Carolina
$1.34M -$131K -660 -9%
KA
1074
Klingman & Associates
New York
$1.34M +$62.6K +315 +5%
CCG
1075
Catalina Capital Group
California
$1.33M -$398 -2 -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.