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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
BWP
1301
BlueStem Wealth Partners
Minnesota
$839K -$97.4K -490 -10%
MBTD
1302
Mechanics Bank - Trust Department
California
$836K +$127K +640 +17%
NWMG
1303
National Wealth Management Group
Ohio
$836K -$266K -1,337 -24%
SFP
1304
Shepherd Financial Partners
Massachusetts
$835K +$448K +2,254 +110%
FVWA
1305
Foster Victor Wealth Advisors
South Carolina
$830K +$893K +4,491 New
JWBC
1306
John W. Brooker & Co
California
$829K +$1.99K +10 +0.2%
ML
1307
McAdam LLC
Pennsylvania
$828K -$141K -709 -14%
OWM
1308
OneAscent Wealth Management
Alabama
$828K -$56.5K -284 -6%
PCM
1309
Prospera Capital Management
Arizona
$827K +$848K +4,266 New
MWM
1310
Melfa Wealth Management
Massachusetts
$824K +$1.99K +10 +0.2%
HPC
1311
Hobart Private Capital
North Carolina
$824K +$32.6K +164 +4%
IPA
1312
Investment Planning Advisors
Georgia
$819K +$85.3K +429 +11%
CNB
1313
Camden National Bank
Maine
$817K -$82.5K -415 -9%
BFA
1314
Bragg Financial Advisors
North Carolina
$817K +$102K +511 +14%
WP
1315
Westmount Partners
California
$814K -$61.6K -310 -7%
TWM
1316
Trueblood Wealth Management
Ohio
$814K +$208K +1,048 +33%
LPT
1317
Legacy Private Trust
Wisconsin
$813K
FFWM
1318
Future Financial Wealth Management
Ohio
$812K -$39.8K -200 -5%
BL
1319
BFSG LLC
California
$806K +$37K +186 +5%
TWM
1320
Thrive Wealth Management
Pennsylvania
$802K -$20.9K -105 -2%
CNC
1321
Citizens & Northern Corp
Pennsylvania
$799K
WH
1322
Willner & Heller
California
$798K -$88.3K -444 -10%
FFM
1323
Flagstone Financial Management
Nebraska
$797K
VR
1324
Valued Retirements
Texas
$797K +$994 +5 +0.1%
Barclays
1325
Barclays
United Kingdom
$795K -$278K -1,400 -25%

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.