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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 %
CWM
1226
Cranbrook Wealth Management
Michigan
$951K -$189K -974 -17%
GA
1227
Greenspring Advisors
Maryland
$950K -$201K -1,038 -17%
TWA
1228
TCI Wealth Advisors
Arizona
$946K +$157K +810 +20%
BSTWA
1229
Blake Schutter Theil Wealth Advisors
Ohio
$944K -$388 -2 -0%
PWG
1230
Portside Wealth Group
Utah
$942K -$2.06M -10,615 -69%
SW
1231
Simplicity Wealth
New Jersey
$939K +$317K +1,633 +51%
PS
1232
Principal Securities
Iowa
$939K – – –
SH
1233
SLT Holdings
Arizona
$937K -$99.9K -515 -10%
KTA
1234
Keeley-Teton Advisors
Illinois
$933K – – –
NSAM
1235
North Star Asset Management
Wisconsin
$931K -$667K -3,439 -42%
MIG
1236
Meketa Investment Group
Massachusetts
$931K -$522K -5,050 -36%
BIM
1237
Bridges Investment Management
Nebraska
$927K -$22.5K -116 -2%
LWM
1238
LongView Wealth Management
Georgia
$927K +$24.1K +124 +3%
TA
1239
TruWealth Advisors
Louisiana
$927K -$6.98K -36 -0.7%
FA
1240
Fiduciary Alliance
South Carolina
$924K +$43.8K +226 +5%
CNBT
1241
Canandaigua National Bank & Trust
New York
$922K +$545K +2,808 +144%
MIAS
1242
Mason Investment Advisory Services
Virginia
$920K +$2.52K +13 +0.3%
VDI
1243
Vaughan David Investments
Illinois
$918K +$61.1K +315 +7%
SP
1244
Successful Portfolios
Florida
$916K +$20.6K +106 +2%
SAM
1245
Sawgrass Asset Management
Florida
$915K -$101K -523 -10%
OAM
1246
Occidental Asset Management
California
$914K -$6.21K -32 -0.7%
BFG
1247
Berger Financial Group
Minnesota
$914K +$112K +579 +14%
RDFA
1248
Ritter Daniher Financial Advisory
Ohio
$912K – – –
WDG
1249
Wealth Dimensions Group
Ohio
$911K -$43.5K -224 -5%
GWM
1250
GSB Wealth Management
Connecticut
$909K +$76.4K +394 +9%
48 49
50
51 52