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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
PPW
1276
Pasadena Private Wealth
California
$880K +$152K +763 +20%
WC
1277
Wolfstich Capital
Massachusetts
$878K
JCM
1278
J2 Capital Management
Michigan
$878K -$17.1K -86 -2%
SMA
1279
Sage Mountain Advisors
Georgia
$878K
VDBMI
1280
Van Den Berg Management I
Texas
$878K -$46.5K -234 -5%
TFM
1281
Trademark Financial Management
Minnesota
$877K +$139K +699 +18%
CFGW
1282
Chancellor Financial Group WB
Pennsylvania
$877K +$46.3K +233 +5%
LFS
1283
Legacy Financial Strategies
Kansas
$876K +$22.9K +115 +3%
JIC
1284
JRM Investment Counsel
Nebraska
$876K -$43.7K -220 -5%
TCM
1285
Telos Capital Management
California
$868K +$53.7K +270 +6%
PP
1286
Patten & Patten
Tennessee
$867K +$597 +3 +0.1%
CCG
1287
Cypress Capital Group
Florida
$866K +$123K +621 +16%
BFPW
1288
BOK Financial Private Wealth
Colorado
$864K -$481K -2,418 -35%
APIM
1289
Agate Pass Investment Management
Washington
$861K
CC
1290
Callan Capital
California
$860K -$26.6K -134 -3%
KFP
1291
KMG Fiduciary Partners
Ohio
$858K +$60.6K +305 +7%
CM
1292
Capital Management
Virginia
$854K
MPWT
1293
MassMutual Private Wealth & Trust
Connecticut
$850K -$62.2K -313 -7%
SPWM
1294
Schrum Private Wealth Management
Florida
$849K +$134K +675 +18%
AC
1295
Anson Capital
Georgia
$847K -$29.6K -149 -3%
KCM
1296
Kathmere Capital Management
Pennsylvania
$846K +$361K +1,817 +71%
CCM
1297
Canal Capital Management
Virginia
$842K -$33K -166 -4%
SAM
1298
Smithbridge Asset Management
Pennsylvania
$842K +$863K +4,338 New
RA
1299
Rockingstone Advisors
Massachusetts
$841K -$105K -530 -11%
RWA
1300
Redhawk Wealth Advisors
Minnesota
$840K +$21.9K +110 +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.