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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
B
1451
Bensler
Washington
$638K +$994 +5 +0.2%
MWA
1452
MN Wealth Advisors
Kansas
$637K -$74K -372 -10%
BOC
1453
Blue Oak Capital
California
$637K -$29.4K -148 -4%
OFG
1454
Oxford Financial Group
Indiana
$636K
SC
1455
Saiph Capital
New Jersey
$635K +$52.1K +262 +9%
FWI
1456
Facet Wealth Inc
Maryland
$633K +$97K +488 +17%
BOJHT
1457
Bank of Jackson Hole Trust
Wyoming
$631K
PRP
1458
Peak Retirement Planning
Ohio
$630K +$132K +663 +26%
YIA
1459
YHB Investment Advisors
Connecticut
$628K -$28.2K -142 -4%
MI
1460
Motiv8 Investments
Florida
$627K +$12.7K +64 +2%
TCOO
1461
Trust Company of Oklahoma
Oklahoma
$626K -$9.94K -50 -2%
HCM
1462
Howland Capital Management
Massachusetts
$625K
AG
1463
AlTi Global
New York
$621K -$63.2K -318 -9%
MAC
1464
Mason & Associates (California)
California
$619K -$42.2K -212 -6%
KMC
1465
Kirr Marbach & Co
Indiana
$619K +$635K +3,191 New
BCCM
1466
Bridge Creek Capital Management
Massachusetts
$618K +$120K +605 +23%
PSF
1467
Pacific Sun Financial
California
$616K -$39K -196 -6%
NGA
1468
Naples Global Advisors
Florida
$615K -$123K -620 -16%
RBWA
1469
RFG - Bristol Wealth Advisors
Massachusetts
$613K -$11.1K -56 -2%
SLC
1470
Second Line Capital
Louisiana
$613K +$70.8K +356 +13%
SWM
1471
Selective Wealth Management
Virginia
$612K -$56.9K -286 -8%
FWCM
1472
Ferguson Wellman Capital Management
Oregon
$612K -$10.9K -55 -2%
GFWA
1473
Grey Fox Wealth Advisors
Delaware
$609K +$68.8K +346 +12%
EA
1474
Ellsworth Advisors
Ohio
$609K -$105K -527 -14%
BBA
1475
BLB&B Advisors
Pennsylvania
$608K +$126K +633 +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.