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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
IA
101
Intellus Advisors
Florida
$41.4M +$563K +2,829 +1%
NFW
102
Noble Family Wealth
Florida
$40M +$494K +2,482 +1%
PCIA
103
Prime Capital Investment Advisors
Kansas
$39.8M +$3.83M +19,277 +10%
AFA
104
American Financial Advisors
Georgia
$39.7M -$1M -5,042 -2%
EGA
105
E&G Advisors
Texas
$39.6M -$388K -1,950 -0.9%
BP
106
Ballentine Partners
Massachusetts
$38.3M -$174K -875 -0.4%
CWM
107
Connecticut Wealth Management
Connecticut
$38.1M +$67.8K +341 +0.2%
MA
108
Mosaic Advisors
Texas
$37.7M -$2.88M -14,494 -7%
TCM
109
TD Capital Management
Tennessee
$37.6M -$40K -201 -0.1%
FFA
110
Frazier Financial Advisors
Ohio
$37.5M +$956K +4,806 +3%
SFA
111
Sequoia Financial Advisors
Ohio
$37.3M +$34.1M +171,665 +839%
CAWM
112
Capital Advisors Wealth Management
Washington
$36.8M +$5.8M +29,187 +18%
KBFS
113
Kohmann Bosshard Financial Services
Ohio
$36.8M +$154K +775 +0.4%
MFIM
114
Mesirow Financial Investment Management
Illinois
$36.5M +$2.41M +12,099 +7%
HFS
115
Howard Financial Services
Texas
$36M +$575K +2,894 +2%
AT
116
Arlington Trust
Alabama
$35.6M +$2.32M +11,682 +7%
RPGK
117
Retirement Planning Group (Kansas)
Kansas
$35.3M -$112M -565,540 -76%
DADC
118
D.A. Davidson & Co
Montana
$34.7M +$7.56K +38 +0%
EA
119
Eclectic Associates
California
$34.6M +$412K +2,073 +1%
AAS
120
Avantax Advisory Services
Texas
$34.6M -$923K -4,642 -3%
SCTC
121
Sanibel Captiva Trust Company
Florida
$34.6M +$735K +3,696 +2%
Citigroup
122
Citigroup
New York
$34.3M -$8.51M -42,783 -20%
M&T Bank
123
M&T Bank
New York
$33.2M -$1.39M -6,982 -4%
LWANC
124
Laurel Wealth Advisors (North Carolina)
North Carolina
$33.1M -$764K -3,844 -2%
APP
125
Avantax Planning Partners
Iowa
$33.1M +$739K +3,714 +2%

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.