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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
AP
1426
Appleton Partners
Massachusetts
$660K +$89.5K +450 +15%
CA
1427
CoreCap Advisors
Michigan
$660K -$35K -176 -5%
FA
1428
FF Advisors
California
$659K -$11.7K -59 -2%
GAM
1429
Gemmer Asset Management
California
$659K +$597 +3 +0.1%
BWP
1430
BSW Wealth Partners
Colorado
$659K -$52.7K -265 -7%
LKBC
1431
L.K. Benson & Company
Maryland
$658K +$795 +4 +0.1%
ATC
1432
Advantage Trust Company
Kansas
$657K
WI
1433
Westbourne Investments
Virginia
$656K +$53.3K +268 +9%
NEWAS
1434
N.E.W. Advisory Services
Wisconsin
$656K +$5.77K +29 +0.9%
FM
1435
Foster & Motley
Ohio
$655K +$994 +5 +0.1%
HI
1436
Hoey Investments
Pennsylvania
$655K +$3.38K +17 +0.5%
AGP
1437
Autumn Glory Partners
Texas
$654K +$115K +576 +21%
SC
1438
Stephens Consulting
Michigan
$653K -$10.1K -51 -1%
HCM
1439
HMS Capital Management
Tennessee
$653K -$154K -776 -17%
VNA
1440
Valley National Advisers
Pennsylvania
$652K
SOS
1441
Silver Oak Securities
Tennessee
$651K +$111K +556 +20%
CPP
1442
Capasso Planning Partners
South Carolina
$651K -$39K -196 -6%
HWM
1443
Hemington Wealth Management
Virginia
$651K -$15.9K -80 -2%
FLP
1444
Financial Life Planners
Arizona
$648K +$3.18K +16 +0.5%
FAN
1445
Financial Advisors Network
California
$648K -$11.5K -58 -2%
BMD
1446
Better Money Decisions
New Mexico
$645K +$3.18K +16 +0.5%
LWA
1447
Lowe Wealth Advisors
Maryland
$642K +$153K +770 +30%
HA
1448
HFG Advisors
Ohio
$641K -$7.16K -36 -1%
IBOK
1449
Independence Bank of Kentucky
Kentucky
$641K -$11.9K -60 -2%
EIP
1450
Ellis Investment Partners
Pennsylvania
$640K -$15.7K -79 -2%

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.