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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,257 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, 927 increasing their positions, 854 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,257
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.67%
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
927
Reduced
854
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$773M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.47B
3
UBS AM
UBS AM
Illinois
$135M
4
HWM
HB Wealth Management
Georgia
$1.03B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.97B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.24B
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$35.3M
3
3AM
3EDGE Asset Management
Florida
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$617M
5
IAA
Independent Advisor Alliance
North Carolina
$504K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFW
101
Noble Family Wealth
Florida
$40M +$481K +2,482 +1%
PCIA
102
Prime Capital Investment Advisors
Kansas
$39.8M +$3.74M +19,277 +10%
AFA
103
American Financial Advisors
Georgia
$39.7M -$978K -5,042 -2%
EGA
104
E&G Advisors
Texas
$39.6M -$378K -1,950 -0.9%
BP
105
Ballentine Partners
Massachusetts
$38.3M -$170K -875 -0.4%
CWM
106
Connecticut Wealth Management
Connecticut
$38.1M +$66.2K +341 +0.2%
MA
107
Mosaic Advisors
Texas
$37.7M -$2.81M -14,494 -7%
TCM
108
TD Capital Management
Tennessee
$37.6M -$39K -201 -0.1%
FFA
109
Frazier Financial Advisors
Ohio
$37.5M +$932K +4,806 +3%
SFA
110
Sequoia Financial Advisors
Ohio
$37.3M +$33.3M +171,665 +839%
CAWM
111
Capital Advisors Wealth Management
Washington
$36.8M +$5.66M +29,187 +18%
KBFS
112
Kohmann Bosshard Financial Services
Ohio
$36.8M +$150K +775 +0.4%
MFIM
113
Mesirow Financial Investment Management
Illinois
$36.5M +$2.35M +12,099 +7%
HFS
114
Howard Financial Services
Texas
$36M +$561K +2,894 +2%
AT
115
Arlington Trust
Alabama
$35.6M +$2.27M +11,682 +7%
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$35.3M -$110M -565,540 -76%
DADC
117
D.A. Davidson & Co
Montana
$34.7M +$7.37K +38 +0%
EA
118
Eclectic Associates
California
$34.6M +$402K +2,073 +1%
AAS
119
Avantax Advisory Services
Texas
$34.6M -$901K -4,642 -3%
SCTC
120
Sanibel Captiva Trust Company
Florida
$34.6M +$717K +3,696 +2%
Citigroup
121
Citigroup
New York
$34.3M -$8.3M -42,783 -20%
M&T Bank
122
M&T Bank
New York
$33.2M -$1.35M -6,982 -4%
LWANC
123
Laurel Wealth Advisors (North Carolina)
North Carolina
$33.1M -$746K -3,844 -2%
APP
124
Avantax Planning Partners
Iowa
$33.1M +$720K +3,714 +2%
BSSFA
125
Baron Silver Stevens Financial Advisors
Florida
$33M +$321K +1,657 +1%
3 4
5
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