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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
AIS
1351
AM Investment Strategies
Tennessee
$765K
CFFP
1352
Center for Financial Planning
Michigan
$765K +$144K +722 +22%
FCIM
1353
Fairview Capital Investment Management
California
$764K -$1.79K -9 -0.2%
MTIC
1354
Missouri Trust & Investment Company
Missouri
$761K -$95.6K -481 -11%
IFA
1355
Independence Financial Advisors
New Hampshire
$761K +$780K +3,922 New
RIG
1356
RiverFront Investment Group
Virginia
$759K
CBA
1357
Coastal Bridge Advisors
Connecticut
$753K +$772K +3,882 New
SLT
1358
St Louis Trust
Missouri
$751K -$3.05M -15,350 -80%
GT
1359
Greenleaf Trust
Michigan
$750K +$9.15K +46 +1%
NA
1360
Nautilus Advisors
California
$747K -$72.4K -364 -9%
BI
1361
Bolthouse Investments
California
$746K +$765K +3,846 New
FEG
1362
Financial Enhancement Group
Indiana
$746K
TWG
1363
The Wealth Group
Minnesota
$745K +$19.9K +100 +3%
AAM
1364
Aureus Asset Management
Massachusetts
$745K -$130K -656 -15%
AI
1365
Atria Investments
North Carolina
$744K -$566K -2,848 -43%
MDA
1366
Minot DeBlois Advisors
Massachusetts
$741K +$26K +131 +4%
RWPA
1367
Richard W. Paul & Associates
Michigan
$741K -$124K -624 -14%
BWG
1368
Balanced Wealth Group
Ohio
$740K -$273K -1,373 -26%
TSW
1369
Thompson Siegel & Walmsley
Virginia
$739K +$90.7K +456 +14%
IB
1370
Intrust Bank
Kansas
$737K
ECA
1371
Elevation Capital Advisory
Oregon
$737K +$381K +1,918 +102%
MBI
1372
May Barnhard Investments
Maryland
$736K +$73.8K +371 +11%
BHBT
1373
Burke & Herbert Bank & Trust
Virginia
$735K +$7.95K +40 +1%
PHWM
1374
Pine Harbor Wealth Management
Maryland
$735K +$66.6K +335 +10%
AGA
1375
Arkos Global Advisors
Texas
$732K -$863K -4,340 -54%

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.