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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
CNBT
1251
Canandaigua National Bank & Trust
New York
$922K +$558K +2,808 +144%
MIAS
1252
Mason Investment Advisory Services
Virginia
$920K +$2.58K +13 +0.3%
VDI
1253
Vaughan David Investments
Illinois
$918K +$62.6K +315 +7%
SP
1254
Successful Portfolios
Florida
$916K +$21.1K +106 +2%
SAM
1255
Sawgrass Asset Management
Florida
$915K -$104K -523 -10%
OAM
1256
Occidental Asset Management
California
$914K -$6.36K -32 -0.7%
BFG
1257
Berger Financial Group
Minnesota
$914K +$115K +579 +14%
RDFA
1258
Ritter Daniher Financial Advisory
Ohio
$912K
WDG
1259
Wealth Dimensions Group
Ohio
$911K -$44.5K -224 -5%
GWM
1260
GSB Wealth Management
Connecticut
$909K +$78.3K +394 +9%
RPC
1261
Rossmore Private Capital
Connecticut
$908K +$716K +3,600 +334%
KOMWMG
1262
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$907K +$36.4K +183 +4%
NDSI
1263
Newman Dignan & Sheerar Inc
Rhode Island
$905K -$57.7K -290 -6%
MFA
1264
Morling Financial Advisors
California
$905K -$21.1K -106 -2%
CAM
1265
Clark Asset Management
New Hampshire
$905K +$230K +1,156 +33%
SFWA
1266
Summit Financial Wealth Advisors
Louisiana
$905K +$75.6K +380 +9%
LT
1267
Legacy Trust
Michigan
$904K +$294K +1,477 +46%
SAW
1268
Signal Advisors Wealth
Michigan
$899K -$191K -962 -17%
CA
1269
Calton & Associates
Florida
$897K +$919K +4,624 New
SRC
1270
Sage Rhino Capital
California
$897K
HCMT
1271
Highland Capital Management (Tennessee)
Tennessee
$892K +$30K +151 +3%
IWM
1272
Integris Wealth Management
California
$888K
PNC
1273
Park National Corp
Ohio
$885K -$35.8K -180 -4%
RFA
1274
RTD Financial Advisors
Pennsylvania
$883K
SCM
1275
SOL Capital Management
Maryland
$880K +$24.9K +125 +3%

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.