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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
LFS
1376
Lutz Financial Services
Nebraska
$729K
JWM
1377
JGP Wealth Management
Oregon
$724K +$44.7K +225 +6%
B
1378
Bailard
California
$722K +$44.3K +223 +6%
AWM
1379
Avaii Wealth Management
Wisconsin
$721K +$199 +1 +0%
BAM
1380
BTS Asset Management
Massachusetts
$719K +$126K +632 +21%
BCA
1381
Bay Capital Advisors
Virginia
$719K -$11.3K -57 -2%
SWM
1382
Seaside Wealth Management
California
$718K -$6.56K -33 -0.9%
Federated Hermes
1383
Federated Hermes
Pennsylvania
$718K -$7.99M -40,204 -92%
FNBOO
1384
First National Bank of Omaha
Nebraska
$717K
SOAMC
1385
Spirit of America Management Corp
New York
$714K -$4.57K -23 -0.6%
KWM
1386
Koa Wealth Management
California
$714K -$24.1K -121 -3%
DFA
1387
Davies Financial Advisors
California
$712K +$290K +1,456 +66%
SAM
1388
Synergy Asset Management
Washington
$712K -$725K -3,647 -50%
CC
1389
Courier Capital
New York
$708K +$371K +1,865 +104%
ST
1390
Smithfield Trust
Pennsylvania
$707K
3IP
1391
3Chopt Investment Partners
Virginia
$706K +$724K +3,641 New
NA
1392
Nottingham Advisors
New York
$706K -$636K -3,198 -47%
GBT
1393
Grove Bank & Trust
Florida
$703K
LIA
1394
LBMC Investment Advisors
Tennessee
$702K -$9.74K -49 -1%
AWM
1395
Alterna Wealth Management
Texas
$700K +$338K +1,698 +89%
LEFP
1396
Leading Edge Financial Planning
Tennessee
$699K +$597 +3 +0.1%
WFAG
1397
Worth Financial Advisory Group
North Carolina
$698K +$70K +352 +11%
Susquehanna International Group
1398
Susquehanna International Group
Pennsylvania
$697K -$18.9M -95,166 -96%
GL
1399
Gerber LLC
Ohio
$695K -$81.1K -408 -10%
KSWA
1400
Kathleen S. Wright Associates
Pennsylvania
$695K +$597 +3 +0.1%

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.