We are live on ! Find out more
VIG icon

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
BCM
1401
Boltwood Capital Management
California
$693K -$45.7K -230 -6%
RIM
1402
Rockbridge Investment Management
New York
$691K +$8.55K +43 +1%
SFC
1403
SYM Financial Corp
Indiana
$690K -$7.16K -36 -1%
MSFP
1404
Mark Sheptoff Financial Planning
Connecticut
$689K -$19.7K -99 -3%
UF
1405
Univest Financial
Pennsylvania
$683K +$398 +2 +0.1%
W
1406
Wealthquest
Ohio
$683K -$31.6K -159 -4%
FB
1407
Fulton Bank
Pennsylvania
$681K -$87.3K -439 -11%
RWM
1408
Rockwood Wealth Management
Pennsylvania
$679K -$4.38K -22 -0.6%
FPW
1409
Flagship Private Wealth
Massachusetts
$677K -$241K -1,213 -26%
PP
1410
PrairieView Partners
Minnesota
$677K
FNWM
1411
Financial Network Wealth Management
Utah
$677K +$1.59K +8 +0.2%
VC
1412
Vicus Capital
Pennsylvania
$677K -$276K -1,388 -28%
CWM
1413
Calamos Wealth Management
Illinois
$676K -$25.7K -129 -4%
AWE
1414
Avidian Wealth Enterprises
Texas
$675K
HFS
1415
Heritage Financial Services
Massachusetts
$675K +$66.6K +335 +11%
FFG
1416
Frisch Financial Group
New York
$673K +$1.59K +8 +0.2%
MAA
1417
Matrix Asset Advisors
New York
$673K +$2.39K +12 +0.3%
RCM
1418
Radnor Capital Management
Pennsylvania
$671K +$46.9K +236 +7%
MFG
1419
Magnus Financial Group
New York
$669K +$2.58K +13 +0.4%
SCM
1420
Sage Capital Management
New Jersey
$668K +$1.19K +6 +0.2%
CAAS
1421
Capital Asset Advisory Services
Michigan
$663K -$438K -2,201 -39%
GLR
1422
Great Lakes Retirement
Ohio
$663K
AWA
1423
Adapt Wealth Advisors
Georgia
$662K -$994 -5 -0.1%
SF
1424
Schaeffer Financial
Maryland
$662K +$398 +2 +0.1%
CS
1425
Cannell & Spears
New York
$661K -$44.7K -225 -6%

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.